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Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
651
Fidelity International
Bermuda
$197K +$27.1K +108 +15%
BC
652
Bayforest Capital
United Kingdom
$195K +$201K +801 New
AA
653
Addison Advisors
Vermont
$191K -$6.78K -27 -3%
AIP
654
Ameritas Investment Partners
Nebraska
$186K
GWM
655
Geneos Wealth Management
Colorado
$184K +$180K +718 +1,889%
AA
656
AlphaCentric Advisors
Puerto Rico
$184K +$190K +756 New
HFM
657
Harvest Fund Management
China
$182K -$1.22M -4,845 -84%
Cohen & Steers
658
Cohen & Steers
New York
$180K
TWD
659
True Wealth Design
Ohio
$178K -$95.5K -380 -34%
AF
660
Abound Financial
California
$177K
NAAA
661
New Age Alpha Advisors
New York
$164K -$2.01M -7,993 -92%
PWPS
662
Pinnacle Wealth Planning Services
Ohio
$161K +$166K +661 New
RF
663
Rossby Financial
Florida
$158K -$201K -800 -55%
PK
664
Pflug Koory
Nebraska
$156K -$2.51K -10 -2%
SBFM
665
S-Bank Fund Management
Finland
$154K -$27.9K -111 -15%
WT
666
Whittier Trust
California
$150K
O
667
Ossiam
France
$145K -$5.07M -20,166 -97%
FCT
668
Family Capital Trust
Massachusetts
$144K +$2.26K +9 +2%
BBHC
669
Brown Brothers Harriman & Co
New York
$142K -$38.7K -154 -21%
SAM
670
Smartleaf Asset Management
Massachusetts
$138K -$38.7K -154 -22%
TC
671
Tacita Capital
Ontario, Canada
$134K
CP
672
Camelot Portfolios
Ohio
$132K +$136K +543 New
WSFS
673
Wilmington Savings Fund Society
Delaware
$130K
LWCFA
674
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$125K
EPW
675
Evergreen Private Wealth
Colorado
$124K -$12.1K -48 -9%