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Name Holding Trade Value Shares
Change
Change in
Stake
FA
851
FDx Advisors
Illinois
$215K +$36.9K +157 +20%
MOS
852
MGO One Seven
Ohio
$213K -$8.23K -35 -4%
CIBC World Market
853
CIBC World Market
Ontario, Canada
$213K +$221K +941 New
IAN
854
Integrated Advisors Network
Texas
$212K -$109K -464 -33%
CPO
855
Cerity Partners OCIO
New York
$210K – – –
ST
856
Smithfield Trust
Pennsylvania
$209K – – –
BAM
857
Bruderman Asset Management
New York
$208K -$38.6K -164 -15%
SOW
858
State of Wyoming
Wyoming
$208K -$9.17K -39 -4%
PP
859
Patten & Patten
Tennessee
$208K – – –
MW
860
Marcum Wealth
Ohio
$208K +$215K +916 New
FMAEN1
861
Fund Management at Engine No 1
California
$208K +$216K +918 New
MPW
862
Monterey Private Wealth
California
$206K +$210K +893 New
BFA
863
Beaumont Financial Advisors
Massachusetts
$202K +$1.41K +6 +0.7%
TFA
864
Triad Financial Advisors
North Carolina
$201K -$133K -566 -39%
LPT
865
Legacy Private Trust
Wisconsin
$201K +$17.4K +74 +9%
GRP
866
Global Retirement Partners
California
$200K +$220K +935 New
SIM
867
Sentry Investment Management
Wisconsin
$198K -$34.6K -147 -14%
CWP
868
Concord Wealth Partners
Virginia
$198K -$4.47K -19 -2%
ITFISA
869
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$198K -$68.4K -291 -25%
IUHSA
870
Itau Unibanco Holding S.A.
Brazil
$186K -$19.1K -81 -9%
PFBT
871
Parkside Financial Bank & Trust
Missouri
$178K -$1.41K -6 -0.8%
VRM
872
Vectors Research Management
New York
$174K – – –
CWM
873
Curi Wealth Management
North Carolina
$173K – – –
ACM
874
Anfield Capital Management
California
$172K +$132K +561 +282%
HNB
875
Huntington National Bank
Ohio
$171K +$26.1K +111 +17%