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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
451
Laird Norton Wetherby Wealth Management
California
$206K +$202K +7,167 New
UCFA
452
United Capital Financial Advisors
Texas
$205K +$201K +7,129 New
CL
453
Choreo LLC
Illinois
$204K +$201K +7,120 New
WCA
454
Westover Capital Advisors
Delaware
$203K – – –
SFP
455
Shepherd Financial Partners
Massachusetts
$202K +$198K +7,011 New
VEA
456
Virtus ETF Advisers
New York
$195K -$2.06K -73 -1%
WIA
457
Wetzel Investment Advisors
Indiana
$192K – – –
APF
458
Alaska Permanent Fund
Alaska
$181K -$78.4K -2,780 -32%
CI Investments Inc
459
CI Investments Inc
Ontario, Canada
$172K +$2.65K +94 +2%
EA
460
Evolution Advisers
Virginia
$170K – – –
CA
461
Continuum Advisory
Idaho
$168K – – –
S
462
SignatureFD
Georgia
$165K -$3.19K -113 -2%
RFS
463
Richardson Financial Services
Massachusetts
$162K -$11.6K -410 -7%
WTA
464
Washington Trust Advisors
Massachusetts
$160K +$2.65K +94 +2%
Bessemer Group
465
Bessemer Group
New Jersey
$155K +$2.37K +84 +2%
NEI
466
Northwest & Ethical Investments
Ontario, Canada
$154K +$33.8K +1,200 +29%
ITIM
467
Indiana Trust & Investment Management
Indiana
$151K +$8.46K +300 +6%
CIBC Private Wealth Group
468
CIBC Private Wealth Group
Georgia
$149K -$126K -4,450 -46%
AT
469
Avalon Trust
New Mexico
$144K – – –
SAG
470
Spotlight Asset Group
Illinois
$144K – – –
AF
471
Allworth Financial
California
$138K +$25.9K +918 +25%
AIP
472
Ameritas Investment Partners
Nebraska
$137K – – –
DB
473
Danske Bank
Denmark
$135K – – –
HFM
474
Hartford Financial Management
Connecticut
$118K – – –
MG
475
Mather Group
Illinois
$117K +$26K +923 +28%