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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
301
Creative Planning
Kansas
$4.03K +$4.64K +91 New
NFSG
302
Newbridge Financial Services Group
Florida
$3.81K
JWM
303
Janiczek Wealth Management
Colorado
$3.23K
Mitsubishi UFJ Asset Management
304
Mitsubishi UFJ Asset Management
Japan
$2.96K +$3.42K +67 New
GBT
305
Grove Bank & Trust
Florida
$2.39K +$2.75K +54 New
BIA
306
Bell Investment Advisors
California
$2.26K -$612 -12 -19%
BC
307
Barrett & Company
Rhode Island
$2.21K
FWM
308
Focused Wealth Management
New York
$2.21K
NA
309
NewEdge Advisors
Louisiana
$1.64K
EWA
310
EverSource Wealth Advisors
Alabama
$1.15K +$1.02K +20 +333%
BAAM
311
Baker Avenue Asset Management
California
$1.11K
CAL
312
Capital Advisors Ltd
Ohio
$1K
NS
313
NBC Securities
Alabama
$1K +$1.58K +31 New
FFA
314
Farther Finance Advisors
California
$752 +$561 +11 +183%
MA
315
Montag & Associates
Georgia
$715 +$102 +2 +14%
GRP
316
Global Retirement Partners
California
$518
RWM
317
Raffa Wealth Management
District of Columbia
$221
MCM
318
Manchester Capital Management
Vermont
$177
VCM
319
Versant Capital Management
Arizona
$133
WT
320
Whittier Trust
California
$44 +$51 +1 New
EC
321
Eminence Capital
New York
-$20.7M -424,451 Closed
Public Sector Pension Investment Board (PSP Investments)
322
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$4.62M -95,000 Closed
IGAM
323
iA Global Asset Management
Quebec, Canada
-$2.95M -60,577 Closed
CFM
324
Coronation Fund Managers
South Africa
-$1.38M -28,299 Closed
Calamos Advisors
325
Calamos Advisors
Illinois
-$1.23M -25,222 Closed