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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
301
Gateway Investment Advisers
Ohio
$328K +$313K +1,737 New
WPW
302
Warther Private Wealth
Ohio
$324K
WWA
303
Wisconsin Wealth Advisors
Wisconsin
$322K -$5.77K -32 -2%
II
304
Inspire Investing
Idaho
$310K -$145K -803 -33%
ACM
305
Aljian Capital Management
Nevada
$308K +$361 +2 +0.1%
LBC
306
Leigh Baldwin & Co
New York
$307K -$14.4K -80 -5%
M&T Bank
307
M&T Bank
New York
$303K -$98.5K -546 -25%
BP
308
Ballentine Partners
Massachusetts
$302K +$9.2K +51 +3%
Canada Pension Plan Investment Board
309
Canada Pension Plan Investment Board
Ontario, Canada
$302K +$108K +600 +60%
FTWA
310
Fifth Third Wealth Advisors
Ohio
$294K +$4.51K +25 +2%
FZCM
311
Flynn Zito Capital Management
New York
$291K +$1.08K +6 +0.4%
AC
312
Aristides Capital
Kentucky
$290K
EFP
313
Elser Financial Planning
Indiana
$289K
PA
314
Parallel Advisors
California
$286K +$361 +2 +0.1%
PCM
315
Passive Capital Management
Maryland
$285K -$273K -1,514 -50%
FPAS
316
Focus Partners Advisor Solutions
Missouri
$285K +$289K +1,604 New
SCM
317
Shelton Capital Management
Colorado
$284K
RS
318
R Squared
Hong Kong
$275K +$263K +1,460 New
TWM
319
TCFG Wealth Management
California
$272K -$107K -591 -29%
FNBT
320
FineMark National Bank & Trust
Florida
$266K +$1.98K +11 +0.8%
CIBC Asset Management
321
CIBC Asset Management
Ontario, Canada
$264K
EH
322
Equitable Holdings
New York
$264K -$18.9K -105 -7%
FBT
323
First Bank & Trust
South Dakota
$263K
C
324
Covestor
United Kingdom
$263K -$9.74K -54 -4%
RPGK
325
Retirement Planning Group (Kansas)
Kansas
$262K +$251K +1,390 New