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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
401
Flagship Harbor Advisors
Massachusetts
$1.15M +$236K +3,384 +30%
MFAM
402
Motley Fool Asset Management
Virginia
$1.13M +$4.53K +65 +0.5%
AC
403
Allstate Corporation
Illinois
$1.12M -$26.3K -377 -3%
KeyBank National Association
404
KeyBank National Association
Ohio
$1.11M -$88.8K -1,273 -8%
SW
405
SteelPeak Wealth
California
$1.11M +$26.6K +382 +3%
PL
406
Parkwood LLC
Ohio
$1.11M +$485K +6,963 +98%
KPWS
407
Kestra Private Wealth Services
Texas
$1.1M +$757K +10,861 +360%
MWM
408
Meridian Wealth Management
Kentucky
$1.09M -$1.25K -18 -0.1%
AIP
409
Almanack Investment Partners
Pennsylvania
$1.08M +$85.8K +1,231 +10%
MAM
410
Meeder Asset Management
Ohio
$1.07M -$1.19K -17 -0.1%
CFD
411
Creative Financial Designs
Indiana
$1.07M +$67.5K +968 +8%
PG
412
Pendal Group
Australia
$1.05M -$10.9K -156 -1%
GC
413
Guggenheim Capital
Illinois
$1.05M -$111K -1,587 -11%
FWM
414
Focused Wealth Management
New York
$1.05M +$3.35K +48 +0.4%
MFW
415
Meristem Family Wealth
Minnesota
$1.04M +$39.2K +562 +4%
B
416
BP
United Kingdom
$1.03M -$301K -4,312 -25%
MAM
417
Must Asset Management
South Korea
$1M
PFO
418
Pathstone Family Office
New Jersey
$969K -$259K -3,711 -23%
GW
419
GW & Wade
Massachusetts
$968K +$358K +5,130 +72%
CMI
420
Clare Market Investments
Texas
$959K -$734K -10,526 -46%
AAM
421
Azzad Asset Management
Virginia
$957K +$644K +9,237 +320%
RG
422
Rathbones Group
United Kingdom
$952K
AP
423
Adero Partners
California
$952K +$139 +2 +0%
AWM
424
Avitas Wealth Management
California
$947K -$337K -4,829 -29%
SW
425
SlateStone Wealth
Florida
$945K +$834K +11,966 New