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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
251
CSat Investment Advisory
Michigan
$249K +$33.7K +1,066 +16%
TI
252
Tidal Investments
Wisconsin
$249K +$239K +7,554 New
Cerity Partners
253
Cerity Partners
New York
$248K -$83.6K -2,645 -26%
RIA
254
Regal Investment Advisors
Michigan
$244K +$234K +7,390 New
BAAM
255
Baker Avenue Asset Management
California
$243K -$20.1K -636 -8%
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$241K +$230K +7,287 New
Janney Montgomery Scott
257
Janney Montgomery Scott
Pennsylvania
$241K +$231K +7,299 New
Schroder Investment Management Group
258
Schroder Investment Management Group
United Kingdom
$237K +$227K +7,183 New
DADC
259
D.A. Davidson & Co
Montana
$231K -$55.8K -1,766 -20%
SRC
260
Sage Rhino Capital
California
$228K +$218K +6,901 New
BJL
261
Brighton Jones LLC
Washington
$228K +$219K +6,913 New
BCM
262
Brookstone Capital Management
Illinois
$221K +$212K +6,696 New
UCFA
263
United Capital Financial Advisors
Texas
$215K -$33K -1,044 -14%
IFWM
264
Institute for Wealth Management
Colorado
$210K +$201K +6,370 New
M&T Bank
265
M&T Bank
New York
$207K +$199K +6,279 New
Manulife (Manufacturers Life Insurance)
266
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$206K +$197K +6,240 New
HLA
267
Hamilton Lane Advisors
Pennsylvania
$201K +$192K +6,079 New
SWM
268
Segment Wealth Management
Texas
$201K +$193K +6,088 New
Prudential Financial
269
Prudential Financial
New Jersey
$200K +$192K +6,085 New
VFA
270
Valeo Financial Advisors
Indiana
$197K +$107K +3,377 +130%
BCM
271
Blume Capital Management
California
$193K -$17.4K -550 -9%
EWA
272
Evolution Wealth Advisors
Florida
$175K +$20.4K +645 +14%
PCM
273
Prelude Capital Management
New York
$173K +$166K +5,244 New
MLICM
274
Metropolitan Life Insurance Company (MetLife)
New York
$160K -$26.7K -844 -15%
Federated Hermes
275
Federated Hermes
Pennsylvania
$158K -$14.6K -462 -9%