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Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
226
ICA Group Wealth Management
Colorado
$329K +$1.22K +15 +0.3%
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$324K +$1.06K +13 +0.3%
BC
228
Bowman & Company
Wisconsin
$322K +$976 +12 +0.3%
Prudential Financial
229
Prudential Financial
New Jersey
$320K -$1.67M -20,545 -82%
DTL
230
Dynamic Technology Lab
Singapore
$318K +$368K +4,520 New
CWM
231
Cornerstone Wealth Management
Missouri
$314K +$325 +4 +0.1%
EGM
232
Engineers Gate Manager
New York
$313K +$30.8K +379 +9%
PAMS
233
Pictet Asset Management (Switzerland)
Switzerland
$311K
WPC
234
White Pine Capital
Minnesota
$304K
PWS
235
Precision Wealth Strategies
Missouri
$302K +$9.11K +112 +3%
Neuberger Berman Group
236
Neuberger Berman Group
New York
$298K -$21.1K -260 -6%
HighTower Advisors
237
HighTower Advisors
Illinois
$289K -$20.1M -247,449 -98%
C
238
Covestor
United Kingdom
$285K -$10.7K -131 -3%
KAS
239
Kestra Advisory Services
Texas
$283K -$22K -271 -6%
Vanguard Personalized Indexing Management
240
Vanguard Personalized Indexing Management
California
$282K -$369K -4,543 -53%
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$267K -$489K -6,008 -61%
AUB
242
Atlantic Union Bankshares
Virginia
$267K
BCM
243
Bayesian Capital Management
New York
$267K +$309K +3,794 New
CGH
244
Crossmark Global Holdings
Texas
$264K -$115K -1,420 -27%
ProShare Advisors
245
ProShare Advisors
Maryland
$264K -$5.2K -64 -2%
FRM
246
Fox Run Management
Connecticut
$260K -$132K -1,619 -30%
ABC
247
Associated Banc-Corp
Wisconsin
$253K
SCM
248
Shelton Capital Management
Colorado
$243K -$15K -184 -5%
GT
249
Glenmede Trust
Pennsylvania
$242K -$740K -9,096 -72%
MIM
250
MTM Investment Management
South Carolina
$235K +$19.7K +242 +8%