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Name Holding Trade Value Shares
Change
Change in
Stake
AWC
401
Abundance Wealth Counselors
Pennsylvania
$642K +$164K +2,754 +28%
MAM
402
Meeder Asset Management
Ohio
$642K +$748K +12,580 New
BMSSC
403
B. Metzler seel. Sohn & Co
Germany
$640K -$101K -1,705 -12%
OFA
404
Oak Family Advisors
Illinois
$629K +$122K +2,054 +20%
CPWA
405
Cerro Pacific Wealth Advisors
California
$628K +$14.4K +242 +2%
EOJOAM
406
E. Ohman J:or Asset Management
Sweden
$627K – – –
EMG
407
ETF Managers Group
New Jersey
$624K +$13.4K +225 +2%
CCG
408
Cypress Capital Group
Florida
$616K +$128K +2,148 +22%
PG
409
Pendal Group
Australia
$610K -$1.55K -26 -0.2%
CAN
410
Cetera Advisor Networks
California
$610K +$89.9K +1,513 +14%
UCFA
411
United Capital Financial Advisors
Texas
$608K -$61.2K -1,029 -8%
CASB
412
Cape Ann Savings Bank
Massachusetts
$598K +$37.9K +638 +6%
SDIC
413
South Dakota Investment Council
South Dakota
$597K -$31.5K -530 -4%
GT
414
Greenleaf Trust
Michigan
$595K -$13.1K -220 -2%
AWM
415
AE Wealth Management
Kansas
$591K -$97.5K -1,641 -12%
AC
416
AlphaCore Capital
California
$589K – – –
Los Angeles Capital Management
417
Los Angeles Capital Management
California
$585K +$67.6K +1,138 +11%
XWM
418
Xcel Wealth Management
Florida
$576K – – –
PI
419
Pettee Investors
Connecticut
$575K – – –
BTWM
420
Baker Tilly Wealth Management
Wisconsin
$573K -$57.9K -974 -8%
KAS
421
Kestra Advisory Services
Texas
$573K -$31.3K -526 -4%
M&T Bank
422
M&T Bank
New York
$559K -$142K -2,384 -18%
CIC
423
Cornercap Investment Counsel
Georgia
$542K -$119K -1,994 -16%
TBNY
424
Trustco Bank (New York)
New York
$542K – – –
OPPTF
425
OPSEU Pension Plan Trust Fund
Ontario, Canada
$542K +$25.3K +426 +4%