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Name Holding Trade Value Shares
Change
Change in
Stake
FOA
251
Five Oceans Advisors
California
$179K
State Street
252
State Street
Massachusetts
$176K
ERIC
253
Eagle Rock Investment Company
Georgia
$176K +$18.4K +1,301 +12%
CIA
254
Concurrent Investment Advisors
Florida
$175K +$32.9K +2,329 +23%
CCA
255
Checchi Capital Advisers
California
$173K +$24.8K +1,761 +17%
GT
256
Greenleaf Trust
Michigan
$170K
SRC
257
Sage Rhino Capital
California
$167K +$5.15K +365 +3%
GWM
258
Gibbs Wealth Management
Georgia
$167K -$45.2K -3,203 -21%
PA
259
Parallel Advisors
California
$166K +$4.39K +311 +3%
IAS
260
Insigneo Advisory Services
Florida
$162K -$3.85K -273 -2%
DAS
261
Diversify Advisory Services
Utah
$159K -$15.2K -1,080 -10%
Connor, Clark & Lunn Investment Management (CC&L)
262
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$159K -$3.42M -242,253 -96%
CH
263
Cromwell Holdings
Wyoming
$155K
FFA
264
Farther Finance Advisors
California
$153K +$124K +8,777 +432%
CSA
265
Cornerstone Select Advisors
Missouri
$153K +$152K +10,784 New
FT
266
Fiduciary Trust
Massachusetts
$150K +$150K +10,600 New
Grantham, Mayo, Van Otterloo & Co (GMO)
267
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$147K
CFG
268
Carter Financial Group
Illinois
$147K +$146K +10,379 New
PFW
269
Petros Family Wealth
Minnesota
$147K +$146K +10,374 New
JIC
270
Johnson Investment Counsel
Ohio
$146K +$353 +25 +0.2%
AWA
271
Arkadios Wealth Advisors
Georgia
$145K +$145K +10,261 New
KeyBank National Association
272
KeyBank National Association
Ohio
$144K +$143K +10,143 New
HPM
273
Hoxton Planning & Management
West Virginia
$142K +$142K +10,066 New
HNB
274
Huntington National Bank
Ohio
$141K +$27.6K +1,953 +24%
AA
275
Addison Advisors
Vermont
$102K +$1.34K +95 +1%