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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
876
Powell Investment Advisors
Florida
$202K +$184K +1,308 New
ZIM
877
Zacks Investment Management
Illinois
$201K +$183K +1,303 New
NFC
878
Northeast Financial Consultants
Connecticut
$201K +$183K +1,300 New
FP
879
Financial Perspectives
Minnesota
$198K -$4.51K -32 -2%
NIMI
880
Natixis Investment Managers International
France
$196K -$42.9K -305 -19%
LOIM
881
Liberty One Investment Management
Illinois
$189K +$3.66K +26 +2%
RI
882
Ridgewood Investments
New Jersey
$187K -$9.29K -66 -5%
GM
883
GeoWealth Management
Illinois
$174K +$54.1K +384 +52%
PTC
884
Private Trust Company
Ohio
$165K +$142K +1,005 +1,570%
BTI
885
Blue Trust Inc
Georgia
$158K -$54.1K -384 -27%
SVCP
886
Silicon Valley Capital Partners
California
$154K +$141K +1,000 New
WWM
887
Wolff Wiese Magana
California
$153K -$23.4K -166 -14%
ZB
888
Zions Bancorporation
Utah
$151K +$137K +971 +10,789%
HNB
889
Huntington National Bank
Ohio
$151K +$40K +284 +41%
MLM
890
Mount Lucas Management
Pennsylvania
$144K -$27.6K -196 -17%
LI
891
LRI Investments
Florida
$143K +$104K +739 +402%
ADL
892
Asset Dedication LLC
California
$142K +$8.31K +59 +7%
VSQM
893
V-Square Quantitative Management
Illinois
$139K +$88.3K +627 +240%
SAM
894
Smartleaf Asset Management
Massachusetts
$137K +$57K +405 +84%
IWA
895
Icon Wealth Advisors
Texas
$132K +$120K +855 New
SWM
896
Spire Wealth Management
Virginia
$132K -$44.2K -314 -27%
RAM
897
Ramirez Asset Management
New York
$131K – – –
C
898
Covestor
United Kingdom
$123K -$4.51K -32 -4%
TPCW
899
TD Private Client Wealth
New York
$118K +$26.5K +188 +33%
BSB
900
Bangor Savings Bank
Maine
$115K -$1.28M -9,121 -92%