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Name Holding Trade Value Shares
Change
Change in
Stake
CI
601
CX Institutional
Indiana
$164K +$121K +19 +380%
TWD
602
True Wealth Design
Ohio
$157K +$146K +23 New
VCM
603
Versant Capital Management
Arizona
$157K +$121K +19 +475%
WTC
604
WhitTier Trust Company
Nevada
$147K – – –
AA
605
Ancora Advisors
Ohio
$143K – – –
NS
606
NBC Securities
Alabama
$143K +$6.35K +1 +5%
BBPWM
607
Blue Bell Private Wealth Management
Pennsylvania
$109K – – –
EP
608
Essential Partners
California
$109K +$95.3K +15 +1,500%
CAL
609
Capital Advisors Ltd
Ohio
$109K +$6.35K +1 +7%
MCM
610
MV Capital Management
Maryland
$102K – – –
CA
611
Clearstead Advisors
Ohio
$95.4K +$12.7K +2 +17%
OP
612
Oslo Pensjonsforsikring
$95.4K – – –
BWA
613
Basecamp Wealth Advisors
Washington
$88.6K – – –
TFA
614
Transamerica Financial Advisors
Florida
$81.9K -$6.35K -1 -8%
UB
615
UMB Bank
Missouri
$81.8K -$12.7K -2 -14%
Los Angeles Capital Management
616
Los Angeles Capital Management
California
$81.8K – – –
AssetMark Inc
617
AssetMark Inc
California
$81.8K +$19.1K +3 +33%
PFBT
618
Parkside Financial Bank & Trust
Missouri
$74.9K -$25.4K -4 -27%
DFA
619
DHJJ Financial Advisors
Illinois
$74.9K – – –
RWM
620
Rialto Wealth Management
New York
$74.9K +$63.5K +10 +1,000%
CA
621
CoreCap Advisors
Michigan
$74.9K – – –
MB
622
MidFirst Bank
Oklahoma
$68.1K – – –
CFFP
623
Center for Financial Planning
Michigan
$68.1K +$12.7K +2 +25%
SIC
624
SJS Investment Consulting
Ohio
$61.3K +$44.5K +7 +350%
AUB
625
Atlantic Union Bankshares
Virginia
$61.3K – – –