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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
601
North Star Investment Management
Illinois
$230K -$5.62K -23 -2%
MWPCG
602
Measured Wealth Private Client Group
New Hampshire
$230K – – –
PK
603
Pflug Koory
Nebraska
$230K – – –
CS
604
Comerica Securities
Michigan
$226K -$5.62K -23 -2%
BWM
605
Blossom Wealth Management
California
$225K +$222K +910 New
TMAM
606
Tokio Marine Asset Management
Japan
$224K – – –
GT
607
Greenleaf Trust
Michigan
$224K +$5.86K +24 +3%
TAIM
608
TD Ameritrade Investment Management
Nebraska
$222K -$69.8K -286 -24%
AIA
609
Affinity Investment Advisors
California
$222K – – –
LCWP
610
Legacy Capital Wealth Partners
Arkansas
$222K +$219K +898 New
CCIA
611
Campbell & Co Investment Adviser
Maryland
$221K +$219K +897 New
FC
612
Fulcrum Capital
Washington
$220K +$218K +893 New
WAS
613
Wealth Advisory Solutions
Indiana
$219K +$217K +888 New
GIA
614
Gateway Investment Advisers
Ohio
$217K -$10.3K -42 -5%
BP
615
Ballentine Partners
Massachusetts
$211K +$209K +856 New
MAM
616
Meeder Asset Management
Ohio
$210K -$75.4K -309 -27%
CSIA
617
Carl Stuart Investment Advisor
Texas
$209K +$11.7K +48 New
AG
618
AIA Group
Hong Kong
$207K -$57.9K -237 -22%
DWM
619
Dakota Wealth Management
Florida
$206K +$204K +834 New
FDCDDQ
620
Federation des caisses Desjardins du Quebec
Quebec, Canada
$206K -$126K -517 -38%
SAM
621
Silvercrest Asset Management
New York
$205K -$85K -348 -30%
AHC
622
Anderson Hoagland & Co
Missouri
$205K +$202K +829 New
RWP
623
RWA Wealth Partners
Massachusetts
$204K – – –
TC
624
Truvestments Capital
Florida
$192K +$63.7K +261 +50%
C
625
Covestor
United Kingdom
$188K -$2.93K -12 -2%