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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
151
Mattson Financial Services
Michigan
$307K +$2.14K +354 +0.7%
EI
152
Ethic Inc
New York
$303K +$31.7K +5,239 +11%
S
153
SignatureFD
Georgia
$301K +$9.96K +1,645 +3%
Massachusetts Financial Services
154
Massachusetts Financial Services
Massachusetts
$298K +$347K +57,283 New
QCG
155
Quadrant Capital Group
Ohio
$298K -$17.6K -2,905 -5%
GRP
156
Global Retirement Partners
California
$290K +$304K +50,226 New
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$289K -$5.98K -988 -2%
BFA
158
Brown Financial Advisors
Ohio
$281K -$5.1K -842 -2%
CG
159
Caprock Group
Idaho
$268K -$7.65K -1,263 -3%
Allspring Global Investments
160
Allspring Global Investments
North Carolina
$266K +$280K +46,259 New
SI
161
Stirlingshire Investments
New York
$260K -$4.32K -714 -2%
WIA
162
World Investment Advisors
California
$259K -$205K -33,936 -80%
AIM
163
Advyzon Investment Management
Illinois
$256K -$3.46K -571 -1%
Osaic Holdings
164
Osaic Holdings
Arizona
$254K +$21.5K +3,557 +9%
RF
165
Rossby Financial
Florida
$250K -$2.69K -444 -1%
PE
166
PCM Encore
Colorado
$249K -$9.7K -1,603 -4%
ECSS
167
Eurizon Capital SGR SpA
$248K -$15.8K -2,610 -6%
GC
168
Guggenheim Capital
Illinois
$247K -$92K -15,204 -26%
CFD
169
Creative Financial Designs
Indiana
$240K +$53.6K +8,857 +27%
PP
170
PDS Planning
Ohio
$239K +$12.5K +2,066 +5%
JP Morgan Chase
171
JP Morgan Chase
New York
$237K -$3.55M -585,823 -93%
SCA
172
Snowden Capital Advisors
New York
$236K +$21.4K +3,530 +9%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$214K +$1.25K +206 +0.6%
IA
174
Inspire Advisors
Idaho
$211K +$10.2K +1,692 +5%
VT
175
Vise Technologies
New York
$205K +$215K +35,533 New