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Name Holding Trade Value Shares
Change
Change in
Stake
NA
501
NewEdge Advisors
Louisiana
$186K +$183K +10,795 New
CFA
502
Cahill Financial Advisors
Minnesota
$186K +$188K +11,098 New
APP
503
Avantax Planning Partners
Iowa
$185K -$67.3K -3,971 -26%
SP
504
Successful Portfolios
Florida
$181K +$184K +10,841 New
NAM
505
North American Management
Massachusetts
$180K +$2.37K +140 +1%
WIM
506
Westside Investment Management
California
$180K +$136K +8,000 +328%
GT
507
Glenmede Trust
Pennsylvania
$178K +$83.1K +4,900 +84%
SCM
508
SOL Capital Management
Maryland
$177K +$180K +10,638 New
LOAME
509
Lombard Odier Asset Management (Europe)
United Kingdom
$175K +$178K +10,494 New
VSWA
510
Vontobel Swiss Wealth Advisors
Switzerland
$175K +$178K +10,500 New
Cerity Partners
511
Cerity Partners
New York
$175K +$178K +10,513 New
HAIM
512
Hunter Associates Investment Management
Pennsylvania
$174K -$105K -6,185 -37%
VFA
513
Valeo Financial Advisors
Indiana
$161K -$91.6K -5,400 -36%
VIA
514
Virtus Investment Advisers
Connecticut
$153K +$54.5K +3,212 +54%
Korea Investment Corp
515
Korea Investment Corp
South Korea
$152K -$635K -37,443 -80%
BLA
516
Balter Liquid Alternatives
Massachusetts
$148K +$151K +8,889 New
SFFS
517
Stonehage Fleming Financial Services
Jersey
$144K
IWM
518
IHT Wealth Management
Illinois
$143K +$7.55K +445 +6%
CHC
519
City Holding Co
West Virginia
$132K -$557K -32,821 -81%
CG
520
Cutler Group
California
$131K -$240K -14,141 -64%
DVM
521
Dreman Value Management
Florida
$127K -$167K -9,857 -56%
AOWM
522
Alpha Omega Wealth Management
Virginia
$115K -$35.6K -2,100 -23%
WAM
523
Wealthspire Advisors (Maryland)
Maryland
$113K +$81.9K +4,828 +251%
CFG
524
Citizens Financial Group
Rhode Island
$111K +$113K +6,666 New
Bessemer Group
525
Bessemer Group
New Jersey
$104K +$60.5K +3,568 +132%