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Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$8.19M -$334K -1,166 -4%
Focus Partners Wealth
152
Focus Partners Wealth
Massachusetts
$8.15M +$64.5K +225 +0.8%
PAS
153
Park Avenue Securities
New York
$7.99M +$886K +3,091 +13%
EAM
154
Eventide Asset Management
Massachusetts
$7.95M +$7.31M +25,513 New
NIA
155
NIA Impact Advisors
California
$7.77M -$80.8K -282 -1%
LNWWM
156
Laird Norton Wetherby Wealth Management
California
$7.67M +$7.23M +25,227 New
DAC
157
Dividend Assets Capital
South Carolina
$7.66M -$699K -2,438 -9%
TIM
158
Thornburg Investment Management
New Mexico
$7.53M -$1.88M -6,559 -21%
SF
159
Synovus Financial
Georgia
$7.36M +$121K +422 +2%
RhumbLine Advisers
160
RhumbLine Advisers
Massachusetts
$7.34M +$12.9K +45 +0.2%
CICI
161
Capital Investment Counsel Inc
North Carolina
$7.31M -$14.3K -50 -0.2%
Capital World Investors
162
Capital World Investors
California
$7.23M +$458K +1,599 +7%
CL
163
Choreo LLC
Illinois
$7.16M +$35.2K +123 +0.5%
CFO
164
Callan Family Office
Pennsylvania
$7.03M +$4.65M +16,216 +235%
SSA
165
Schonfeld Strategic Advisors
New York
$7M +$6.59M +23,011 New
NW
166
Naviter Wealth
Arkansas
$6.98M +$337K +1,177 +5%
MIP
167
Marietta Investment Partners
Wisconsin
$6.96M +$6.56M +22,897 New
Capital Research Global Investors
168
Capital Research Global Investors
California
$6.89M +$213K +744 +3%
AAS
169
Avantax Advisory Services
Texas
$6.87M +$199K +693 +3%
SC
170
SummitTX Capital
Texas
$6.63M +$6.25M +21,804 New
S
171
SignatureFD
Georgia
$6.42M -$10.6K -37 -0.2%
VAS
172
Vestmark Advisory Solutions
Massachusetts
$6.4M -$1.87M -6,514 -24%
BWFA
173
Baltimore-Washington Financial Advisors
Maryland
$6.35M +$5.98M +20,871 New
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$6.26M -$855K -2,983 -13%
TCCM
175
Timber Creek Capital Management
Massachusetts
$6.19M -$1.69M -5,890 -21%