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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
426
Laird Norton Wetherby Wealth Management
California
$228K +$266K +852 New
PA
427
Parallel Advisors
California
$227K -$11.8K -38 -4%
Pacer Advisors
428
Pacer Advisors
Pennsylvania
$225K -$14K -45 -5%
SAM
429
Simplify Asset Management
Nevada
$225K
EI
430
Ellevest Inc
New York
$225K +$39.6K +127 +18%
GC
431
Gilbert & Cook
Iowa
$223K +$22.8K +73 +10%
FAM
432
Formidable Asset Management
Ohio
$222K
AAM
433
Azzad Asset Management
Virginia
$222K +$258K +828 New
HFG
434
Heron Financial Group
New York
$220K
WSTAM
435
Wilbanks Smith & Thomas Asset Management
Virginia
$217K +$2.49K +8 +1%
Nomura Asset Management
436
Nomura Asset Management
Japan
$216K +$1.56K +5 +0.6%
FNBOO
437
First National Bank of Omaha
Nebraska
$215K -$29.6K -95 -11%
BFS
438
Bradley Foster & Sargent
Connecticut
$212K -$140K -450 -36%
KFA
439
Kelleher Financial Advisors
New York
$212K -$60.8K -195 -20%
KWM
440
Kingsview Wealth Management
Oregon
$212K +$39K +125 +19%
BCV
441
Banque Cantonale Vaudoise
Switzerland
$211K +$246K +788 New
TCM
442
Teza Capital Management
Illinois
$207K +$240K +771 New
HSA
443
HBK Sorce Advisory
Pennsylvania
$206K +$240K +769 New
Cerity Partners
444
Cerity Partners
New York
$206K +$240K +770 New
KPWS
445
Kestra Private Wealth Services
Texas
$205K +$25.2K +81 +12%
JWCA
446
J.W. Cole Advisors
Florida
$202K -$25.6K -82 -10%
QPWM
447
Quadrant Private Wealth Management
Pennsylvania
$201K
NG
448
NatWest Group
United Kingdom
$201K +$234K +750 New
BC
449
Burleson & Co
California
$174K
KTC
450
Kistler-Tiffany Companies
Pennsylvania
$153K +$623 +2 +0.4%