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Name Holding Trade Value Shares
Change
Change in
Stake
Avantax Advisory Services
451
Avantax Advisory Services
Texas
$206K +$213K +4,154 New
EMCIP
452
Ewing Morris & Co Investment Partners
Ontario, Canada
$206K +$146K +2,850 New
SWM
453
Seed Wealth Management
Illinois
$204K +$211K +4,115 New
Steward Partners Investment Advisory
454
Steward Partners Investment Advisory
New York
$201K -$35.5K -694 -15%
Forum Financial Management
455
Forum Financial Management
Illinois
$200K +$206K +4,035 New
Cullen/Frost Bankers
456
Cullen/Frost Bankers
Texas
$175K -$1.33K -26 -0.7%
CSB
457
City State Bank
Iowa
$175K – – –
HCM
458
Hollencrest Capital Management
California
$170K – – –
NS
459
NBC Securities
Alabama
$161K +$166K +3,249 New
MAI Capital Management
460
MAI Capital Management
Ohio
$161K -$24.5K -478 -13%
Spire Wealth Management
461
Spire Wealth Management
Virginia
$155K +$1.07K +21 +0.7%
Brown Brothers Harriman & Co
462
Brown Brothers Harriman & Co
New York
$149K -$39.8K -777 -21%
Danske Bank
463
Danske Bank
Denmark
$146K -$127K -2,489 -46%
WTA
464
Washington Trust Advisors
Massachusetts
$133K – – –
JWA
465
JFS Wealth Advisors
Pennsylvania
$123K +$3.63K +71 +3%
HT
466
Headlands Technologies
Illinois
$120K +$123K +2,413 New
Farmers & Merchants Investments Inc
467
Farmers & Merchants Investments Inc
Nebraska
$116K – – –
Mather Group
468
Mather Group
Illinois
$114K -$1.89K -37 -2%
Bartlett & Co Wealth Management
469
Bartlett & Co Wealth Management
Ohio
$103K – – –
Evelyn Partners Investment Management
470
Evelyn Partners Investment Management
$103K – – –
CFO
471
CVA Family Office
Colorado
$100K +$51.2K +1,000 +98%
AssetMark Inc
472
AssetMark Inc
California
$93.1K +$58.1K +1,136 +154%
VCM
473
Versant Capital Management
Arizona
$91.9K +$89.9K +1,758 +1,870%
Leonteq Securities AG
474
Leonteq Securities AG
Switzerland
$91.6K -$484K -9,452 -84%
GC
475
Garde Capital
Washington
$89.4K +$92.1K +1,800 New