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Name Holding Trade Value Shares
Change
Change in
Stake
PP
151
PDS Planning
Ohio
$120K +$38.5K +10,815 +47%
Prudential Financial
152
Prudential Financial
New Jersey
$118K -$13.5K -3,792 -10%
PP
153
Patten & Patten
Tennessee
$117K +$70.8K +19,890 +150%
WA
154
Wealthstar Advisors
Texas
$117K +$49.2K +13,828 +72%
CL
155
Choreo LLC
Illinois
$116K +$16.1K +4,515 +16%
FLPIM
156
F.L. Putnam Investment Management
Massachusetts
$115K -$50.5K -14,185 -30%
NAM
157
NorthCrest Asset Manangement
Minnesota
$113K -$7.04K -1,979 -6%
FAFN
158
First Affirmative Financial Network
Colorado
$111K +$10.4K +2,932 +10%
LSA
159
Leonteq Securities AG
Switzerland
$111K -$98.8K -27,777 -47%
LSAG
160
Lake Street Advisors Group
New Hampshire
$110K -$26.6K -7,468 -19%
CIA
161
Concurrent Investment Advisors
Florida
$110K +$726 +204 +0.7%
KeyBank National Association
162
KeyBank National Association
Ohio
$109K +$19.1K +5,376 +21%
CA
163
Cetera Advisors
Colorado
$108K +$30.2K +8,484 +38%
DI
164
Diligent Investors
California
$107K +$356 +100 +0.3%
AO
165
Advisor OS
Illinois
$106K
MA
166
MJP Associates
Connecticut
$106K
BWM
167
BCS Wealth Management
Tennessee
$106K
AWS
168
Atria Wealth Solutions
New York
$105K -$304K -85,327 -74%
NB
169
Northwest Bancshares
Pennsylvania
$101K
BAM
170
Bellevue Asset Management
Washington
$95.7K
CIBC World Market
171
CIBC World Market
Ontario, Canada
$95K -$7.11K -2,000 -7%
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$94.7K +$50.2K +14,122 +112%
MCM
173
MAI Capital Management
Ohio
$92.8K -$9.88K -2,777 -10%
MOS
174
MGO One Seven
Ohio
$92.5K -$12.8K -3,595 -12%
CICI
175
Capital Investment Counsel Inc
North Carolina
$92.5K -$13K -3,650 -12%