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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
801
Jones Financial Companies
Missouri
$198K -$20.7K -71 -9%
C
802
Covestor
United Kingdom
$198K +$11.1K +38 +6%
KI
803
Kapitalo Investimentos
Brazil
$190K +$189K +650 New
CFFP
804
Center for Financial Planning
Michigan
$186K
PTC
805
Private Trust Company
Ohio
$186K +$9.32K +32 +5%
CFGS
806
Concourse Financial Group Securities
Alabama
$185K +$9.03K +31 +5%
DMBA
807
Deseret Mutual Benefit Administrators
Utah
$184K -$32.6K -112 -15%
CF
808
Centaurus Financial
California
$180K -$493K -1,692 -73%
WT
809
Washington Trust
Rhode Island
$180K
JWM
810
Janiczek Wealth Management
Colorado
$176K -$6.12K -21 -3%
BTI
811
Blue Trust Inc
Georgia
$173K -$15.2K -52 -8%
FFA
812
Farther Finance Advisors
California
$170K +$97.3K +334 +134%
CFD
813
Creative Financial Designs
Indiana
$168K +$2.91K +10 +2%
VNA
814
Valley National Advisers
Pennsylvania
$164K -$24.2K -83 -13%
CP
815
Castleview Partners
Texas
$160K +$159K +545 +13,625%
SIA
816
Sit Investment Associates
Minnesota
$155K -$52.5K -180 -25%
GBT
817
Grove Bank & Trust
Florida
$149K
NBT
818
Northwest Bank & Trust
Iowa
$148K +$147K +506 New
CAM
819
Cresset Asset Management
Illinois
$146K -$256K -880 -64%
HNB
820
Huntington National Bank
Ohio
$146K +$43.7K +150 +43%
NCM
821
Northwest Capital Management
Oregon
$145K +$145K +496 New
EWM
822
Evermay Wealth Management
Virginia
$142K -$11.1K -38 -7%
FDCDDQ
823
Federation des caisses Desjardins du Quebec
Quebec, Canada
$141K +$66.4K +228 +89%
SWM
824
Spire Wealth Management
Virginia
$134K +$3.5K +12 +3%
VSQM
825
V-Square Quantitative Management
Illinois
$129K +$129K +443 New