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Name Holding Trade Value Shares
Change
Change in
Stake
VA
651
Valmark Advisers
Ohio
$207K +$198K +834 New
PI
652
Pettee Investors
Connecticut
$206K +$182K +765 New
AWM
653
Angeles Wealth Management
California
$202K +$194K +815 New
CI
654
Cigna Investments
Connecticut
$202K +$193K +813 New
QFW
655
QTR Family Wealth
Florida
$202K +$179K +753 New
SF
656
Symphony Financial
Texas
$202K -$94.2K -396 -33%
AA
657
AlphaCentric Advisors
Puerto Rico
$199K +$10.9K +46 +6%
AA
658
Addison Advisors
Vermont
$193K -$2.14K -9 -1%
GM
659
GeoWealth Management
Illinois
$191K +$183K +767 New
TWD
660
True Wealth Design
Ohio
$189K +$7.38K +31 +4%
Cohen & Steers
661
Cohen & Steers
New York
$184K – – –
AIP
662
Ameritas Investment Partners
Nebraska
$184K -$6.19K -26 -3%
SAM
663
Smartleaf Asset Management
Massachusetts
$182K +$40K +168 +30%
AF
664
Abound Financial
California
$181K – – –
NAAA
665
New Age Alpha Advisors
New York
$181K +$13.1K +55 +8%
PWPS
666
Pinnacle Wealth Planning Services
Ohio
$175K +$10.7K +45 +7%
GWM
667
Geneos Wealth Management
Colorado
$173K -$14K -59 -8%
TCIIS
668
TIAA-CREF Individual & Institutional Services
New York
$170K +$163K +685 New
Fidelity International
669
Fidelity International
Bermuda
$160K -$39.5K -166 -21%
PK
670
Pflug Koory
Nebraska
$159K – – –
SBFM
671
S-Bank Fund Management
Finland
$151K -$5.47K -23 -4%
QC
672
Quent Capital
New York
$139K +$65.7K +276 +97%
TC
673
Tacita Capital
Ontario, Canada
$137K – – –
LWCFA
674
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$130K – – –
LFG
675
Larson Financial Group
Missouri
$116K +$18.3K +77 +20%