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Name Holding Trade Value Shares
Change
Change in
Stake
E
526
Ergoteles
New York
$300K +$297K +1,391 New
Wealthfront Advisers
527
Wealthfront Advisers
California
$299K -$73.5K -344 -20%
PCG
528
Prosperity Consulting Group
Maryland
$293K +$296K +1,388 New
PK
529
Pflug Koory
Nebraska
$287K -$3.42K -16 -1%
APP
530
Avantax Planning Partners
Iowa
$287K – – –
CA
531
Claro Advisors
Massachusetts
$287K +$13.9K +65 +5%
IAM
532
Infusive Asset Management
New York
$284K -$41.2K -193 -3%
KTA
533
Keeley-Teton Advisors
Illinois
$283K – – –
MCP
534
Martin Capital Partners
Oregon
$283K +$3.42K +16 +1%
LWANC
535
Laurel Wealth Advisors (North Carolina)
North Carolina
$282K -$4.27K -20 -2%
WAM
536
Wakefield Asset Management
Colorado
$282K +$12.2K +57 +5%
MSFS
537
Main Street Financial Solutions
Pennsylvania
$281K +$279K +1,305 New
Vanguard Personalized Indexing Management
538
Vanguard Personalized Indexing Management
California
$280K -$222K -1,040 -44%
RMC
539
Resources Management Corp
Connecticut
$271K -$42.7K -200 -14%
MWM
540
Mattern Wealth Management
Kansas
$271K – – –
KWM
541
Kolinsky Wealth Management
New Jersey
$271K +$269K +1,259 New
MAM
542
Meeder Asset Management
Ohio
$269K -$346K -1,622 -56%
RIA
543
Regal Investment Advisors
Michigan
$267K – – –
FFM
544
Forum Financial Management
Illinois
$266K +$263K +1,233 New
RMCM
545
Reynders McVeigh Capital Management
Massachusetts
$264K +$48.3K +226 +23%
CI
546
Cigna Investments
Connecticut
$263K -$110K -513 -29%
PMAM
547
Penn Mutual Asset Management
Pennsylvania
$263K +$66.2K +310 +34%
KPWS
548
Kestra Private Wealth Services
Texas
$262K +$26.1K +122 +11%
BCM
549
Birch Capital Management
Texas
$257K – – –
CAM
550
CenterStar Asset Management
Illinois
$254K – – –