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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
676
Cerity Partners
New York
$267K +$5.12K +79 +2%
I
677
INVST
Indiana
$267K +$246K +3,793 New
CAM
678
Cozad Asset Management
Illinois
$263K
PCM
679
Parsons Capital Management
Rhode Island
$262K
RIM
680
Rampart Investment Management
Connecticut
$260K -$15.9K -246 -6%
GAM
681
GQ Asset Management
New York
$258K +$239K +3,694 New
MIP
682
Marietta Investment Partners
Wisconsin
$258K +$240K +3,700 New
OWA
683
Outlook Wealth Advisors
Texas
$257K +$193K +2,987 +430%
MFW
684
Meristem Family Wealth
Minnesota
$257K +$238K +3,677 New
CAM
685
Cresset Asset Management
Illinois
$256K +$40.4K +624 +21%
FPGK
686
Financial Partners Group (Kansas)
Kansas
$256K +$238K +3,669 New
APP
687
Avantax Planning Partners
Iowa
$255K +$236K +3,647 New
BS
688
Boenning & Scattergood
Pennsylvania
$255K +$236K +3,650 New
LS
689
Livforsakringsbolaget Skandia
Sweden
$254K
MCM
690
MAI Capital Management
Ohio
$254K +$236K +3,643 New
SW
691
SVB Wealth
Massachusetts
$253K +$235K +3,628 New
SVWA
692
Sound View Wealth Advisors
Georgia
$252K +$234K +3,613 New
PCM
693
Penserra Capital Management
California
$251K -$38.5K -595 -14%
RWM
694
Rench Wealth Management
Texas
$247K -$42.7K -659 -16%
LNC
695
Lincoln National Corp
Pennsylvania
$247K +$229K +3,531 New
CP
696
Covenant Partners
Tennessee
$244K +$226K +3,495 New
SFS
697
Sowell Financial Services
Arkansas
$244K +$226K +3,495 New
HB
698
Homrich & Berg
Georgia
$243K +$225K +3,474 New
WAM
699
Weatherly Asset Management
California
$242K +$224K +3,459 New
KIA
700
KCM Investment Advisors
California
$239K -$48.6K -750 -18%