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Name Holding Trade Value Shares
Change
Change in
Stake
HI
276
Harbour Investments
Wisconsin
$12.9K – – –
IAIM
277
International Assets Investment Management
Florida
$12.6K +$2.18K +7 +21%
LI
278
LRI Investments
Florida
$12.6K -$312 -1 -2%
GP
279
Guardian Partners
Canada
$12.6K +$12.5K +40 New
BFS
280
Bare Financial Services
Pennsylvania
$11.6K +$5.61K +18 +95%
AssetMark Inc
281
AssetMark Inc
California
$9.74K – – –
GRP
282
Global Retirement Partners
California
$9.74K +$9.66K +31 New
EWA
283
EverSource Wealth Advisors
Alabama
$8.48K – – –
Barrow, Hanley, Mewhinney & Strauss
284
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.17K +$312 +1 +4%
BFP
285
Birchwood Financial Partners
Minnesota
$7.86K – – –
CA
286
Clearstead Advisors
Ohio
$6.91K +$6.85K +22 New
CCM
287
Chilton Capital Management
Texas
$6.29K – – –
DB
288
Danske Bank
Denmark
$6.29K – – –
National Bank of Canada
289
National Bank of Canada
Quebec, Canada
$6.28K +$2.8K +9 +82%
KFAS
290
Keating Financial Advisory Services
Kansas
$5.34K +$312 +1 +6%
FA
291
Fedenia Advisers
Wisconsin
$5.34K +$5.3K +17 New
MHR
292
Matthew Hamilton Rosenberg
$4.71K – – –
Mitsubishi UFJ Asset Management
293
Mitsubishi UFJ Asset Management
Japan
$4.4K – – –
PMFA
294
Plante Moran Financial Advisors
Michigan
$4.08K +$4.05K +13 New
ZBNA
295
Zions Bancorporation, National Association
Utah
$4.08K +$4.05K +13 New
CPG
296
Cornerstone Planning Group
New Jersey
$3.99K – – –
AAG
297
Armstrong Advisory Group
Massachusetts
$3.77K – – –
JWA
298
JFS Wealth Advisors
Pennsylvania
$3.46K +$623 +2 +22%
CFO
299
CVA Family Office
Colorado
$3.46K +$1.25K +4 +57%
MG
300
Mather Group
Illinois
$3.14K – – –