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Name Holding Trade Value Shares
Change
Change in
Stake
SW
426
SVB Wealth
Massachusetts
$227K -$47K -887 -17%
PRS
427
Pinkerton Retirement Specialists
Idaho
$225K – – –
HI
428
Horizon Investments
North Carolina
$224K +$2.49K +47 +1%
PA
429
Profund Advisors
Maryland
$222K -$26.3K -496 -11%
HBT
430
Hills Bank & Trust
Iowa
$222K – – –
JMPWA
431
JP Morgan Private Wealth Advisors
California
$220K +$14.2K +268 +7%
BFO
432
Boston Family Office
Massachusetts
$219K – – –
SVCP
433
Silicon Valley Capital Partners
California
$218K – – –
FTDI
434
First Trust Direct Indexing
Massachusetts
$216K -$45.1K -852 -18%
CIA
435
Cladis Investment Advisory
Montana
$215K – – –
PGFC
436
Peapack-Gladstone Financial Corp
New Jersey
$215K – – –
MGIA
437
Moneta Group Investment Advisors
Missouri
$215K -$1.22K -23 -0.6%
GIA
438
Gateway Investment Advisers
Ohio
$215K – – –
EF
439
Empowered Funds
Pennsylvania
$214K +$210K +3,964 New
RZH
440
Relyea Zuckerberg Hanson
Connecticut
$212K +$1.01K +19 +0.5%
CWM
441
Connecticut Wealth Management
Connecticut
$212K -$318 -6 -0.2%
WI
442
Wahed Invest
New York
$209K +$17.9K +337 +10%
LNC
443
Lincoln National Corp
Pennsylvania
$209K +$205K +3,878 New
CCA
444
Cadent Capital Advisors
Oklahoma
$204K +$200K +3,779 New
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$201K +$6.73K +127 +4%
FAG
446
Fortitude Advisory Group
Washington
$201K +$197K +3,723 New
VanEck Associates
447
VanEck Associates
New York
$190K – – –
Jones Financial Companies
448
Jones Financial Companies
Missouri
$184K +$795 +15 +0.4%
MAM
449
Meeder Asset Management
Ohio
$182K – – –
S
450
SignatureFD
Georgia
$178K +$59.9K +1,131 +52%