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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
676
Mission Wealth Management
California
$269K +$250K +3,856 New
FC
677
Ferris Capital
Massachusetts
$267K – – –
Cerity Partners
678
Cerity Partners
New York
$267K +$5.12K +79 +2%
I
679
INVST
Indiana
$267K +$246K +3,793 New
CAM
680
Cozad Asset Management
Illinois
$263K – – –
PCM
681
Parsons Capital Management
Rhode Island
$262K – – –
RIM
682
Rampart Investment Management
Connecticut
$260K -$15.9K -246 -6%
GAM
683
GQ Asset Management
New York
$258K +$239K +3,694 New
MIP
684
Marietta Investment Partners
Wisconsin
$258K +$240K +3,700 New
OWA
685
Outlook Wealth Advisors
Texas
$257K -$212K -3,268 -47%
MFW
686
Meristem Family Wealth
Minnesota
$257K +$238K +3,677 New
CAM
687
Cresset Asset Management
Illinois
$256K +$40.4K +624 +21%
FPGK
688
Financial Partners Group (Kansas)
Kansas
$256K +$238K +3,669 New
APP
689
Avantax Planning Partners
Iowa
$255K +$236K +3,647 New
BS
690
Boenning & Scattergood
Pennsylvania
$255K +$236K +3,650 New
LS
691
Livforsakringsbolaget Skandia
Sweden
$254K – – –
MCM
692
MAI Capital Management
Ohio
$254K +$236K +3,643 New
SW
693
SVB Wealth
Massachusetts
$253K +$235K +3,628 New
SVWA
694
Sound View Wealth Advisors
Georgia
$252K +$234K +3,613 New
PCM
695
Penserra Capital Management
California
$251K -$38.5K -595 -14%
RWM
696
Rench Wealth Management
Texas
$247K -$42.7K -659 -16%
LNC
697
Lincoln National Corp
Pennsylvania
$247K +$229K +3,531 New
CP
698
Covenant Partners
Tennessee
$244K +$226K +3,495 New
SFS
699
Sowell Financial Services
Arkansas
$244K +$226K +3,495 New
HB
700
Homrich & Berg
Georgia
$243K +$225K +3,474 New