Name Holding Trade Value Shares
Change
Change in
Stake
BIA
101
Bell Investment Advisors
California
$4.15K -$1.09K -106 -21%
TPCW
102
TD Private Client Wealth
New York
$3.75K – – –
KFP
103
KB Financial Partners
New Jersey
$3K – – –
BG
104
Bollard Group
Massachusetts
$3K +$2.51K +243 New
JWA
105
JFS Wealth Advisors
Pennsylvania
$2.52K – – –
GRP
106
Global Retirement Partners
California
$2.2K – – –
AF
107
Allworth Financial
California
$1.67K -$691 -67 -30%
CCA
108
Column Capital Advisors
Indiana
$1.4K – – –
NFSG
109
Newbridge Financial Services Group
Florida
$1.08K +$21 +2 +2%
GKIM
110
GW&K Investment Management
Massachusetts
$1K +$1.07K +104 New
HI
111
Harbour Investments
Wisconsin
$828 +$815 +79 New
FFA
112
Farther Finance Advisors
California
$356 – – –
AWM
113
Abound Wealth Management
Tennessee
$336 +$330 +32 New
TWD
114
True Wealth Design
Ohio
$200 – – –
BCM
115
Bourgeon Capital Management
Connecticut
$53 – – –
HNB
116
Huntington National Bank
Ohio
$10 – – –
Arrowstreet Capital
117
Arrowstreet Capital
Massachusetts
– -$5.34M -510,982 Closed
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
– -$2.53M -242,259 Closed
CCIA
119
Campbell & Co Investment Adviser
Maryland
– -$2.17M -207,649 Closed
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
– -$228K -21,861 Closed
WA
121
Wealth Architects
California
– -$126K -12,031 Closed
Allspring Global Investments
122
Allspring Global Investments
North Carolina
– -$13.3K -1,275 Closed
QT
123
Quantbot Technologies
New York
– -$10.4K -999 Closed
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
– -$6.56K -628 Closed
BAM
125
Belpointe Asset Management
Nevada
– -$4.02K -385 Closed