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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
751
Vanguard Personalized Indexing Management
California
$204K +$191K +2,384 New
BA
752
Bluesphere Advisors
Pennsylvania
$204K +$192K +2,400 New
PVWM
753
Point View Wealth Management
New Jersey
$203K -$163K -2,039 -46%
FHA
754
First Horizon Advisors
Tennessee
$202K -$32.8K -411 -15%
FQ
755
First Quadrant
California
$198K
CFA
756
Carroll Financial Associates
North Carolina
$193K -$7.99K -100 -4%
SNT
757
Security National Trust
West Virginia
$189K
SFSIG
758
San Francisco Sentry Investment Group
California
$189K +$21.2K +265 +14%
SCM
759
Silvant Capital Management
Georgia
$182K
SAM
760
S.A. Mason
Michigan
$181K
NFG
761
Next Financial Group
Texas
$181K +$3.76K +47 +2%
CLOS
762
Compagnie Lombard Odier SCmA
Switzerland
$179K
OSAM
763
O'Shaughnessy Asset Management
Connecticut
$177K +$44.4K +555 +37%
1832 Asset Management
764
1832 Asset Management
Ontario, Canada
$171K
MAM
765
Meeder Asset Management
Ohio
$167K +$43.2K +540 +38%
EI
766
Ellevest Inc
New York
$166K +$23.2K +290 +18%
APWM
767
Atlas Private Wealth Management
New York
$161K +$23.3K +291 +18%
ADL
768
Asset Dedication LLC
California
$156K
EFSCE
769
Enterprise Financial Services Corp (EFSC)
Missouri
$153K +$1.12K +14 +0.8%
ONST
770
Old North State Trust
North Carolina
$151K -$104K -1,304 -43%
AP
771
Atwood & Palmer
Missouri
$151K
KLWA
772
Kelly Lawrence W & Associates
California
$149K
CT
773
Caldwell Trust
Florida
$144K
FDCDDQ
774
Federation des caisses Desjardins du Quebec
Quebec, Canada
$144K +$117K +1,459 +634%
OIA
775
Optimum Investment Advisors
Illinois
$137K