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Name Holding Trade Value Shares
Change
Change in
Stake
DWP
451
Daymark Wealth Partners
Ohio
$299K -$1.76K -104 -0.6%
OIA
452
OneDigital Investment Advisors
Kansas
$297K +$38.8K +2,287 +14%
BCV
453
Banque Cantonale Vaudoise
Switzerland
$295K +$313K +18,454 New
KPWS
454
Kestra Private Wealth Services
Texas
$294K +$62.2K +3,666 +25%
Envestnet Portfolio Solutions
455
Envestnet Portfolio Solutions
Illinois
$293K -$577K -34,044 -65%
GAM
456
Gotham Asset Management
New York
$291K +$6.46K +381 +2%
SWM
457
Shakespeare Wealth Management
Wisconsin
$290K
PWS
458
Proactive Wealth Strategies
Georgia
$290K +$4K +236 +1%
PWM
459
Perigon Wealth Management
California
$289K -$35.5K -2,091 -10%
TCM
460
Teza Capital Management
Illinois
$285K -$325K -19,139 -52%
FFWM
461
Future Financial Wealth Management
Ohio
$283K
IWM
462
IHT Wealth Management
Illinois
$281K -$38.5K -2,269 -11%
Bessemer Group
463
Bessemer Group
New Jersey
$279K +$526 +31 +0.2%
SC
464
Savant Capital
Illinois
$277K -$6K -354 -2%
VI
465
Vestcor Inc
New Brunswick, Canada
$276K +$339 +20 +0.1%
OAM
466
Ostrum Asset Management
France
$275K -$7.72K -455 -3%
LSA
467
Leonteq Securities AG
Switzerland
$275K +$92.1K +5,432 +46%
PW
468
Potentia Wealth
California
$274K -$82.3K -4,854 -22%
KBFS
469
Kohmann Bosshard Financial Services
Ohio
$271K
FIM
470
Fruth Investment Management
Texas
$271K
LP
471
LGL Partners
Pennsylvania
$270K +$31.9K +1,880 +13%
CIC
472
Carnegie Investment Counsel
Ohio
$268K +$15.3K +900 +5%
MIM
473
Morningstar Investment Management
Illinois
$267K -$35.9K -2,116 -11%
SF
474
Summit Financial
New Jersey
$267K +$23.1K +1,360 +9%
BP
475
Ballentine Partners
Massachusetts
$265K +$62.7K +3,698 +29%