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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
351
Coldstream Capital Management
Washington
$269K +$79.4K +766 +40%
MML Investors Services
352
MML Investors Services
Massachusetts
$264K -$158K -1,526 -37%
TF
353
TIAA FSB
Florida
$260K +$267K +2,581 New
FPAS
354
Focus Partners Advisor Solutions
Missouri
$257K +$264K +2,549 New
Holocene Advisors
355
Holocene Advisors
New York
$256K -$3.91M -37,741 -94%
EF
356
Empirical Finance
Pennsylvania
$254K +$41.6K +401 +19%
CIM
357
Contravisory Investment Management
Massachusetts
$252K +$259K +2,502 New
CI Investments Inc
358
CI Investments Inc
Ontario, Canada
$247K -$130K -1,252 -34%
MAM
359
MMA Asset Management
Pennsylvania
$240K
CW
360
CreativeOne Wealth
Kansas
$233K +$4.87K +47 +2%
CCB
361
Cutter & Co Brokerage
Missouri
$232K +$518 +5 +0.2%
WAM
362
Wilsey Asset Management
California
$231K
VAS
363
Vestmark Advisory Solutions
Massachusetts
$230K +$10.5K +101 +5%
SWRP
364
Summit Wealth & Retirement Planning
California
$229K -$19.7K -190 -8%
TCOV
365
Trust Company of Vermont
Vermont
$229K +$518 +5 +0.2%
FCB
366
First Command Bank
Texas
$228K
FCFS
367
First Command Financial Services
Texas
$228K
BIP
368
Blueprint Investment Partners
North Carolina
$227K
SPWM
369
Spartan Planning & Wealth Management
North Carolina
$227K
BWP
370
Baldwin Wealth Partners
Massachusetts
$226K -$19.7K -190 -8%
William Blair & Company
371
William Blair & Company
Illinois
$225K +$19.1K +184 +9%
CCFM
372
Clear Creek Financial Management
Washington
$224K +$23.8K +230 +12%
CAMG
373
CWA Asset Management Group
Florida
$222K +$229K +2,206 New
CBT
374
Central Bank & Trust
Kentucky
$219K -$86.7K -837 -28%
Cerity Partners
375
Cerity Partners
New York
$218K +$292K +2,819 New