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Name Holding Trade Value Shares
Change
Change in
Stake
MG
351
Mather Group
Illinois
$263K +$235K +2,437 New
BWP
352
Baldwin Wealth Partners
Massachusetts
$262K -$633K -6,565 -73%
FF
353
FourThought Financial
Florida
$261K +$17.5K +182 +8%
CI
354
Cigna Investments
Connecticut
$260K -$66.5K -690 -22%
CCB
355
Cutter & Co Brokerage
Missouri
$248K -$55.2K -573 -20%
WAM
356
Wilsey Asset Management
California
$248K
TCOV
357
Trust Company of Vermont
Vermont
$245K
CW
358
CreativeOne Wealth
Kansas
$245K +$218K +2,266 New
FCB
359
First Command Bank
Texas
$244K
FCFS
360
First Command Financial Services
Texas
$244K
BIP
361
Blueprint Investment Partners
North Carolina
$243K
SPWM
362
Spartan Planning & Wealth Management
North Carolina
$243K +$217K +2,250 New
MAM
363
MMA Asset Management
Pennsylvania
$241K +$229K +2,380 New
IRF
364
IBM Retirement Fund
New York
$240K -$12.6K -131 -6%
VAS
365
Vestmark Advisory Solutions
Massachusetts
$236K +$211K +2,185 New
MGP
366
Metis Global Partners
California
$235K +$210K +2,182 New
EWM
367
Empirical Wealth Management
Washington
$230K -$12K -125 -6%
GIA
368
Gateway Investment Advisers
Ohio
$230K +$205K +2,127 New
EF
369
Empirical Finance
Pennsylvania
$229K +$204K +2,120 New
VI
370
Vestcor Inc
New Brunswick, Canada
$228K +$43.4K +450 +27%
EWM
371
Evermay Wealth Management
Virginia
$227K
RWI
372
Red Wave Investments
Pennsylvania
$222K +$198K +2,058 New
TW
373
TrinityPoint Wealth
Connecticut
$221K +$197K +2,043 New
William Blair & Company
374
William Blair & Company
Illinois
$221K +$197K +2,046 New
TCA
375
Transcend Capital Advisors
New Jersey
$221K +$197K +2,048 New