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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
301
Shelton Capital Management
Colorado
$214K +$177K +569 New
GRP
302
Global Retirement Partners
California
$210K +$173K +556 New
AWM
303
Axxcess Wealth Management
California
$209K +$172K +555 New
CAAS
304
Capital Asset Advisory Services
Michigan
$209K +$172K +555 New
WSFS
305
Wilmington Savings Fund Society
Delaware
$207K
IB
306
Intrust Bank
Kansas
$204K +$168K +542 New
EI
307
Ellevest Inc
New York
$201K +$165K +532 New
PWPS
308
Pinnacle Wealth Planning Services
Ohio
$187K +$3.11K +10 +2%
WAM
309
Wolverine Asset Management
Illinois
$181K
SG Americas Securities
310
SG Americas Securities
New York
$168K -$474K -1,526 -77%
SAM
311
Smartleaf Asset Management
Massachusetts
$142K
UB
312
UMB Bank
Missouri
$118K +$2.48K +8 +3%
SSG
313
Summit Securities Group
New York
$113K +$93.2K +300 New
MWPCG
314
Measured Wealth Private Client Group
New Hampshire
$85.9K -$7.14K -23 -9%
PAP
315
Persistent Asset Partners
Hong Kong
$83.7K +$69K +222 New
SA
316
Strategic Advocates
Utah
$75.4K
BTI
317
Blue Trust Inc
Georgia
$69.7K -$29.8K -96 -34%
HNB
318
Huntington National Bank
Ohio
$67.1K -$1.55K -5 -3%
HFS
319
Hantz Financial Services
Michigan
$67K +$7.14K +23 +15%
Optiver Holding
320
Optiver Holding
Netherlands
$64.1K +$52.8K +170 New
VCM
321
Versant Capital Management
Arizona
$55.8K
TCOV
322
Trust Company of Vermont
Vermont
$55.8K +$46K +148 New
SL
323
Salomon & Ludwin
Virginia
$55.2K +$7.46K +24 +19%
KAS
324
Kemnay Advisory Services
New York
$53.1K +$6.83K +22 +18%
PTC
325
Private Trust Company
Ohio
$51.6K -$3.73K -12 -8%