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Name Holding Trade Value Shares
Change
Change in
Stake
BA
676
Bridgewater Associates
Connecticut
$205K -$6.94M -38,648 -97%
GC
677
Guggenheim Capital
Illinois
$205K -$63.2K -352 -21%
EG
678
Ellerson Group
Maryland
$204K +$235K +1,309 New
OFP
679
OLIO Financial Planning
Virginia
$203K – – –
SAM
680
Seelaus Asset Management
New Jersey
$202K -$98.7K -550 -30%
WCM
681
Whitener Capital Management
North Carolina
$202K – – –
AA
682
Ancora Advisors
Ohio
$202K -$2.87K -16 -1%
1M
683
1248 Management
Missouri
$194K – – –
TCIIS
684
TIAA-CREF Individual & Institutional Services
New York
$194K +$224K +1,250 New
GM
685
GeoWealth Management
Illinois
$191K +$2.87K +16 +1%
PMFA
686
Plante Moran Financial Advisors
Michigan
$190K -$27.6K -154 -11%
EWM
687
Evermay Wealth Management
Virginia
$186K – – –
AIP
688
Ameritas Investment Partners
Nebraska
$182K – – –
ETC
689
Exchange Traded Concepts
Oklahoma
$180K -$8.98K -50 -4%
KFI
690
Key Financial Inc
Pennsylvania
$177K -$359 -2 -0.2%
JSAM
691
J. Safra Asset Management
New York
$176K – – –
PA
692
Parallel Advisors
California
$175K +$11.3K +63 +6%
BTI
693
Blue Trust Inc
Georgia
$174K +$75.4K +420 +60%
EWA
694
EverSource Wealth Advisors
Alabama
$168K -$81.3K -453 -30%
SIS
695
Sound Income Strategies
Florida
$165K -$34.8K -194 -15%
WSFS
696
Wilmington Savings Fund Society
Delaware
$157K – – –
CJ
697
Caitlin John
Michigan
$156K +$180K +1,000 New
CMBA
698
C.M. Bidwell & Associates
Hawaii
$152K +$9.87K +55 +6%
MA
699
MCF Advisors
Kentucky
$149K +$23.2K +129 +16%
LI
700
Louisbourg Investments
New Brunswick, Canada
$149K +$8.08K +45 +5%