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Name Holding Trade Value Shares
Change
Change in
Stake
GT
526
Greenleaf Trust
Michigan
$235K +$218K +2,236 New
FAM
527
Fred Alger Management
New York
$234K +$217K +2,226 New
WEG
528
World Equity Group
Illinois
$234K -$194K -1,985 -47%
FC
529
Fairscale Capital
New Hampshire
$233K +$214K +2,189 +7,297%
FFA
530
Farther Finance Advisors
California
$233K +$161K +1,647 +283%
QL
531
Quarry LP
New York
$232K -$221K -2,262 -51%
NWA
532
New World Advisors
Massachusetts
$230K -$105K -1,075 -33%
EAM
533
Eventide Asset Management
Massachusetts
$230K +$208K +2,127 New
Envestnet Portfolio Solutions
534
Envestnet Portfolio Solutions
Illinois
$229K +$212K +2,175 New
MWM
535
Mission Wealth Management
California
$228K -$217K -2,217 -51%
IWC
536
Integrated Wealth Concepts
Massachusetts
$225K +$209K +2,142 New
BA
537
Bridgewater Advisors
New York
$224K +$194K +1,991 New
SPIA
538
Steward Partners Investment Advisory
New York
$224K +$28.4K +291 +16%
AV
539
Alamea Verwaltungs
New Jersey
$224K +$208K +2,125 New
YCM
540
Yousif Capital Management
Michigan
$222K +$206K +2,111 New
VFA
541
Valeo Financial Advisors
Indiana
$221K +$206K +2,104 New
TWPM
542
Total Wealth Planning & Management
Florida
$221K +$205K +2,099 New
VWM
543
Venturi Wealth Management
Texas
$221K +$118K +1,204 +135%
AC
544
AWM Capital
Arizona
$220K +$204K +2,090 New
SCA
545
Snowden Capital Advisors
New York
$218K +$202K +2,072 New
FFP
546
FourThought Financial Partners
Florida
$213K +$198K +2,027 New
AIM
547
Avity Investment Management
Connecticut
$213K +$198K +2,025 New
QCM
548
QRG Capital Management
Illinois
$212K +$197K +2,018 New
RB
549
Rodgers Brothers
Pennsylvania
$211K +$196K +2,010 New
BJL
550
Brighton Jones LLC
Washington
$210K -$128K -1,309 -40%