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Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
576
Schneider Downs Wealth Management Advisors
Pennsylvania
$225K – – –
EAM
577
Empirical Asset Management
Massachusetts
$225K -$25.4K -4 -11%
BAM
578
Blueshift Asset Management
New Jersey
$225K +$210K +33 New
GC
579
Guggenheim Capital
Illinois
$225K +$210K +33 New
FAM
580
Fulcrum Asset Management
United Kingdom
$218K +$44.5K +7 +28%
BCWM
581
Bartlett & Co Wealth Management
Ohio
$218K – – –
EI
582
Ellevest Inc
New York
$218K +$203K +32 New
VA
583
VestGen Advisors
Illinois
$218K +$203K +32 New
GIA
584
Guyasuta Investment Advisors
Pennsylvania
$211K -$19.1K -3 -9%
CGH
585
Crossmark Global Holdings
Texas
$211K -$140K -22 -42%
TAM
586
Trust Asset Management
Texas
$211K -$19.1K -3 -9%
WIM
587
WealthPlan Investment Management
Nebraska
$211K -$12.7K -2 -6%
MAS
588
Meeder Advisory Services
Ohio
$211K +$197K +31 New
BFO
589
Boston Family Office
Massachusetts
$211K +$197K +31 New
Fisher Asset Management
590
Fisher Asset Management
Washington
$206K +$191K +30 New
Baird Financial Group
591
Baird Financial Group
Wisconsin
$204K -$12.7K -2 -6%
HFS
592
Hughes Financial Services
Virginia
$204K – – –
SWM
593
Spire Wealth Management
Virginia
$204K – – –
AA
594
ALPS Advisors
Colorado
$204K +$191K +30 New
DOA
595
D'Orazio & Associates
Virginia
$204K +$191K +30 New
PCS
596
Personal CFO Solutions
New Jersey
$204K +$191K +30 New
FFA
597
Farther Finance Advisors
California
$191K +$76.2K +12 +75%
QC
598
Quent Capital
New York
$184K +$102K +16 +145%
ACA
599
American Capital Advisory
Idaho
$177K – – –
BA
600
Bard Associates
Illinois
$177K – – –