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Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
501
Prio Wealth Limited Partnership
Massachusetts
$220K
EWM
502
Empirical Wealth Management
Washington
$218K +$44.8K +220 +20%
SFA
503
Sequoia Financial Advisors
Ohio
$218K +$266K +1,309 New
ATC
504
Argent Trust Co
Tennessee
$217K +$265K +1,300 New
PA
505
Parallel Advisors
California
$216K -$52.1K -256 -16%
TA
506
Teton Advisors
New York
$216K -$40.7K -200 -13%
CHAM
507
Clear Harbor Asset Management
Connecticut
$216K
NICM
508
Neo Ivy Capital Management
New York
$215K +$262K +1,290 New
MP
509
McDonald Partners
Ohio
$213K
OWA
510
Opal Wealth Advisors
New York
$211K +$4.48K +22 +2%
CI
511
Cigna Investments
Connecticut
$208K +$16.5K +81 +7%
CWM
512
Curi Wealth Management
North Carolina
$207K
FWP
513
Firethorn Wealth Partners
Georgia
$207K
PWS
514
Peterson Wealth Services
Utah
$203K +$23.8K +117 +11%
HA
515
Herold Advisors
New York
$202K
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
$202K +$36.2K +178 +17%
MA
517
Montag & Associates
Georgia
$200K
WI
518
Wahed Invest
New York
$193K +$59.8K +294 +34%
IA
519
IFP Advisors
Florida
$190K +$14.2K +70 +5%
QCG
520
Quadrant Capital Group
Ohio
$187K +$41.7K +205 +22%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
521
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$183K +$167K +821 +295%
FHA
522
First Horizon Advisors
Tennessee
$179K -$18.3K -90 -8%
PTC
523
Private Trust Company
Ohio
$178K +$5.29K +26 +2%
Capstone Investment Advisors
524
Capstone Investment Advisors
New York
$168K +$206K +1,013 New
WFA
525
Wipfli Financial Advisors
Wisconsin
$161K +$197K +970 New