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Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
301
Wilmington Savings Fund Society
Delaware
$175K -$30.7K -2,341 -15%
SFA
302
Sequoia Financial Advisors
Ohio
$174K +$169K +12,903 New
PCS
303
Personal CFO Solutions
New Jersey
$172K +$167K +12,705 New
JSW
304
Journey Strategic Wealth
New Jersey
$166K +$161K +12,307 New
DADC
305
D.A. Davidson & Co
Montana
$160K -$304K -23,174 -66%
TCM
306
Tufton Capital Management
Maryland
$160K
FWM
307
Foguth Wealth Management
Michigan
$159K +$155K +11,800 New
OIA
308
OneDigital Investment Advisors
Kansas
$158K -$381 -29 -0.2%
MA
309
MCF Advisors
Kentucky
$158K -$43K -3,276 -22%
LFA
310
Legacy Financial Advisors
Kentucky
$158K +$153K +11,688 New
BTW
311
Boston Trust Walden
Massachusetts
$157K
I
312
IMPACTfolio
Colorado
$157K +$153K +11,637 New
HWM
313
HB Wealth Management
Georgia
$154K +$150K +11,403 New
SLAM
314
Swiss Life Asset Management
$152K -$59.2K -4,513 -29%
GT
315
Glenmede Trust
Pennsylvania
$146K +$142K +10,827 New
VSQM
316
V-Square Quantitative Management
Illinois
$146K +$11.5K +879 +9%
CC
317
Courier Capital
New York
$145K
MFG
318
Merit Financial Group
Georgia
$143K +$139K +10,573 New
CIA
319
Concurrent Investment Advisors
Florida
$143K -$48K -3,659 -26%
IC
320
IEQ Capital
California
$142K +$138K +10,504 New
BWP
321
BSW Wealth Partners
Colorado
$141K -$420 -32 -0.3%
FTWA
322
Fifth Third Wealth Advisors
Ohio
$139K +$135K +10,323 New
CCM
323
Coldstream Capital Management
Washington
$139K -$5.77K -440 -4%
FIA
324
FNY Investment Advisers
New York
$138K +$135K +10,274 New
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$138K -$177K -13,457 -57%