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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
151
Valeo Financial Advisors
Indiana
$202K +$185K +12,843 New
FCM
152
Firsthand Capital Management
California
$200K
DWT
153
Dorsey & Whitney Trust
South Dakota
$192K +$175K +12,189 New
IA
154
IFP Advisors
Florida
$191K -$17.4K -1,210 -12%
KAS
155
Kestra Advisory Services
Texas
$190K -$111K -7,739 -39%
CL
156
Choreo LLC
Illinois
$186K
SWS
157
SYSTM Wealth Solutions
Illinois
$185K +$169K +11,762 New
FA
158
Forefront Analytics
Pennsylvania
$184K +$168K +11,679 New
WT
159
Whittier Trust
California
$163K
CAL
160
Capital Analysts LLC
Pennsylvania
$152K +$111K +7,719 +390%
EI
161
Ellevest Inc
New York
$148K +$25.9K +1,800 +24%
JFGIW
162
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$140K +$128K +8,914 New
QCG
163
Quadrant Capital Group
Ohio
$133K +$52.4K +3,646 +76%
EWA
164
EverSource Wealth Advisors
Alabama
$125K +$10.8K +753 +10%
BTI
165
Blue Trust Inc
Georgia
$116K -$35.5K -2,469 -21%
EL
166
EMFO LLC
Florida
$113K +$58.8K +4,087 +133%
HIIFS
167
Harel Insurance Investments & Financial Services
Israel
$86K -$10.4K -723 -12%
PA
168
Parallel Advisors
California
$73.9K +$20.7K +1,438 +44%
SN
169
Sittner & Nelson
Oregon
$73.2K
GWM
170
Geneos Wealth Management
Colorado
$68.7K +$57.5K +4,000 +1,070%
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$67.7K -$5.86M -407,340 -99%
CI Investments Inc
172
CI Investments Inc
Ontario, Canada
$65K -$2.13K -148 -3%
GRP
173
Global Retirement Partners
California
$62.9K +$16.4K +1,138 +48%
JWM
174
Janiczek Wealth Management
Colorado
$62.2K -$8.53K -593 -13%
HDIM
175
Hanson & Doremus Investment Management
Vermont
$58K