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Name Holding Trade Value Shares
Change
Change in
Stake
GW
676
GW & Wade
Massachusetts
$306K +$37.1K +883 +13%
MCA
677
Morris Capital Advisors
Pennsylvania
$305K -$25.2K -600 -7%
CCM
678
Coldstream Capital Management
Washington
$303K +$375K +8,942 New
TWM
679
TriaGen Wealth Management
California
$296K
LFA
680
Legacy Financial Advisors
Kentucky
$295K +$14.4K +343 +5%
AIP
681
Almanack Investment Partners
Pennsylvania
$294K +$35.9K +855 +13%
JIR
682
James Investment Research
Ohio
$291K
FTC
683
Farmers Trust Company
Ohio
$291K +$49.1K +1,170 +19%
PFS
684
Prospera Financial Services
Texas
$289K -$24.6K -585 -8%
CG
685
Caprock Group
Idaho
$289K +$22K +525 +8%
Credit Agricole
686
Credit Agricole
France
$287K +$117K +2,775 +64%
SFA
687
Souders Financial Advisors
Ohio
$286K +$672 +16 +0.2%
SLI
688
Sumitomo Life Insurance
Japan
$285K -$909K -21,646 -75%
SW
689
SkyOak Wealth
Michigan
$285K -$12.6K -300 -4%
AF
690
Advisornet Financial
Minnesota
$285K +$19.4K +461 +7%
SIM
691
Sentry Investment Management
Wisconsin
$284K -$43K -1,024 -13%
KPWS
692
Kestra Private Wealth Services
Texas
$284K +$294K +7,013 New
YMRC
693
Yorktown Management & Research Company
Virginia
$283K
DWT
694
Dorsey & Whitney Trust
South Dakota
$280K
PG
695
Pendal Group
Australia
$279K -$611K -14,543 -68%
EI
696
Ellevest Inc
New York
$278K +$19.7K +469 +7%
JAG
697
Journey Advisory Group
Kentucky
$277K -$10.9K -259 -4%
GWM
698
Geneos Wealth Management
Colorado
$274K -$6.89K -164 -2%
CA
699
Clearstead Advisors
Ohio
$273K +$4.33K +103 +2%
CT
700
Chicago Trust
Illinois
$272K -$10.1K -240 -3%