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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
551
Laird Norton Wetherby Wealth Management
California
$114K -$108K -10,359 -46%
CIBC World Market
552
CIBC World Market
Ontario, Canada
$113K -$143K -13,688 -53%
AAM
553
Ascension Asset Management
New York
$111K +$125K +12,014 New
SW
554
SteelPeak Wealth
California
$111K +$125K +12,000 New
BAMF
555
BI Asset Management Fondsmaeglerselskab
Denmark
$110K -$7.3M -699,640 -98%
WAP
556
Wealthcare Advisory Partners
Pennsylvania
$110K +$124K +11,874 New
OIA
557
OneDigital Investment Advisors
Kansas
$110K -$70.3K -6,731 -36%
SWM
558
Spire Wealth Management
Virginia
$109K -$43.4K -4,154 -26%
MM
559
MQS Management
New York
$107K +$120K +11,539 New
TAM
560
Trust Asset Management
Texas
$106K – – –
AC
561
Asio Capital
Kentucky
$106K +$120K +11,500 New
GSEP
562
Golden State Equity Partners
California
$106K +$120K +11,469 New
GI
563
GAMCO Investors
Connecticut
$106K -$125K -12,000 -51%
NP
564
NorthRock Partners
Minnesota
$106K +$119K +11,440 New
BBA
565
BLB&B Advisors
Pennsylvania
$105K +$219 +21 +0.2%
RCA
566
Ranch Capital Advisors
Florida
$104K +$118K +11,302 New
GT
567
Greenleaf Trust
Michigan
$104K -$121K -11,595 -51%
AIP
568
Ameritas Investment Partners
Nebraska
$104K – – –
CI
569
Cigna Investments
Connecticut
$104K – – –
STA
570
Summit Trail Advisors
New York
$104K +$117K +11,240 New
LSAG
571
Lake Street Advisors Group
New Hampshire
$103K -$10.3K -990 -8%
KBFS
572
Kohmann Bosshard Financial Services
Ohio
$103K +$5.22K +500 +5%
FIA
573
Foundations Investment Advisors
Arizona
$102K +$7.63K +731 +7%
HIP
574
HUB Investment Partners
Texas
$102K +$939 +90 +0.8%
FCFC
575
First Citizens Financial Corp
Iowa
$102K +$115K +11,000 New