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MillerKnoll

Name Holding Trade Value Shares
Change
Change in
Stake
KFAS
226
Keating Financial Advisory Services
Kansas
$1.1K -$657 -41 -43%
TWD
227
True Wealth Design
Ohio
$1.02K +$80 +5 +11%
GWP
228
Gen-Wealth Partners
Michigan
$900 -$16 -1 -2%
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$880 – – –
Jones Financial Companies
230
Jones Financial Companies
Missouri
$798 – – –
CA
231
Clearstead Advisors
Ohio
$635 +$496 +31 New
SGFG
232
Silver Grove Financial Group
New York
$593 +$464 +29 New
JWA
233
JFS Wealth Advisors
Pennsylvania
$430 +$336 +21 New
PFBT
234
Parkside Financial Bank & Trust
Missouri
$369 – – –
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$327 +$256 +16 New
PMFA
236
Plante Moran Financial Advisors
Michigan
$246 +$192 +12 New
GWM
237
Gilpin Wealth Management
Colorado
$226 -$272 -17 -61%
DCM
238
Davis Capital Management
Florida
$82 -$13.1K -816 -100%
TFA
239
Transamerica Financial Advisors
Florida
$82 – – –
DF
240
Dunhill Financial
United Kingdom
$32 – – –
TM
241
Torren Management
California
$31 -$897 -56 -97%
DGI
242
Disciplined Growth Investors
Minnesota
– -$7.21M -498,550 Closed
Franklin Resources
243
Franklin Resources
California
– -$2.77M -191,713 Closed
TI
244
Trexquant Investment
Connecticut
– -$1.62M -111,905 Closed
AI
245
Atom Investors
Texas
– -$1.25M -86,651 Closed
EP
246
Edgestream Partners
New Jersey
– -$561K -38,820 Closed
HSBC Holdings
247
HSBC Holdings
United Kingdom
– -$467K -32,351 Closed
MC
248
Maverick Capital
Texas
– -$444K -30,710 Closed
Squarepoint
249
Squarepoint
New York
– -$433K -29,942 Closed
Handelsbanken Fonder
250
Handelsbanken Fonder
Sweden
– -$396K -27,377 Closed