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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
226
Lake Street Advisors Group
New Hampshire
$235K +$1.12K +28 +0.5%
RhumbLine Advisers
227
RhumbLine Advisers
Massachusetts
$233K +$17.3K +432 +8%
WT
228
Whittier Trust
California
$222K -$1.12K -28 -0.5%
WPC
229
Waters Parkerson & Co
Louisiana
$222K +$4.58K +114 +2%
PNC
230
Park National Corp
Ohio
$221K +$4.58K +114 +2%
AIA
231
Alera Investment Advisors
Illinois
$220K +$4.58K +114 +2%
QT
232
Quantbot Technologies
New York
$220K +$231K +5,757 New
BFC
233
Bedel Financial Consulting
Indiana
$210K -$201 -5 -0.1%
AAS
234
Avantax Advisory Services
Texas
$208K +$218K +5,434 New
PA
235
Pinnacle Associates
New York
$207K -$594K -14,787 -73%
KAS
236
Kestra Advisory Services
Texas
$200K +$3.17K +79 New
CI Investments Inc
237
CI Investments Inc
Ontario, Canada
$196K +$206K +5,136 New
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$173K +$18.9K +470 +12%
HDIM
239
Hanson & Doremus Investment Management
Vermont
$163K
APA
240
American Portfolios Advisors
New York
$162K +$13.2K +330 +8%
TAIM
241
TD Ameritrade Investment Management
Nebraska
$156K -$29.7K -740 -15%
QCG
242
Quadrant Capital Group
Ohio
$150K +$4.46K +111 +3%
PW
243
Price Wealth
Texas
$147K -$632K -15,737 -80%
BWP
244
Baldwin Wealth Partners
Massachusetts
$146K +$4.38K +109 +3%
RFWA
245
RPg Family Wealth Advisory
Massachusetts
$143K +$2.97K +74 +2%
EI
246
Ellevest Inc
New York
$139K +$39.4K +981 +37%
CAL
247
Capital Analysts LLC
Pennsylvania
$135K +$2.61K +65 +2%
GRP
248
Global Retirement Partners
California
$133K -$6.18K -154 -4%
JWM
249
Jeppson Wealth Management
California
$131K +$137K +3,419 New
FC
250
FORA Capital
Florida
$127K -$7.3K -182 -5%