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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
301
Coldstream Capital Management
Washington
$243K +$253K +2,446 New
PA
302
Profund Advisors
Maryland
$239K -$87.6K -846 -26%
CIBC Asset Management
303
CIBC Asset Management
Ontario, Canada
$239K -$18K -174 -7%
ZF
304
Zhang Financial
Michigan
$231K -$173K -1,672 -42%
GVAG
305
Great Valley Advisor Group
Delaware
$231K +$25.4K +245 +12%
DADC
306
D.A. Davidson & Co
Montana
$227K -$23.1K -223 -9%
TI
307
Trexquant Investment
Connecticut
$224K +$234K +2,258 New
FCBT
308
First Citizens Bank & Trust
North Carolina
$216K +$1.24K +12 +0.6%
LWM
309
Laidlaw Wealth Management
New York
$213K
SFP
310
Sweet Financial Partners
Minnesota
$213K +$19.4K +187 +10%
IB
311
Intrust Bank
Kansas
$211K -$2.8K -27 -1%
VAS
312
Vestmark Advisory Solutions
Massachusetts
$206K +$2.59K +25 +1%
M&T Bank
313
M&T Bank
New York
$204K +$965K +9,317 New
CFN
314
Cordasco Financial Network
Florida
$199K
GG
315
Gleason Group
Kentucky
$178K +$1.14K +11 +0.6%
VNA
316
Valley National Advisers
Pennsylvania
$167K
CI Investments Inc
317
CI Investments Inc
Ontario, Canada
$148K -$227K -2,188 -59%
NIM
318
NuWave Investment Management
New Jersey
$144K +$150K +1,450 New
C
319
Covestor
United Kingdom
$127K +$6.94K +67 +6%
SC
320
SouthState Corp
Florida
$117K
GWM
321
Geneos Wealth Management
Colorado
$116K +$518 +5 +0.4%
SCA
322
Stonebridge Capital Advisors
Minnesota
$113K +$56.9K +549 +94%
BFEC
323
Benjamin F. Edwards & Company
Missouri
$98K +$24.2K +234 +31%
IA
324
IFP Advisors
Florida
$96K
SC
325
Stephens Consulting
Michigan
$90.3K