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Name Holding Trade Value Shares
Change
Change in
Stake
CI
651
Cigna Investments
Connecticut
$202K +$193K +813 New
QFW
652
QTR Family Wealth
Florida
$202K +$179K +753 New
SF
653
Symphony Financial
Texas
$202K -$94.2K -396 -33%
AA
654
AlphaCentric Advisors
Puerto Rico
$199K +$10.9K +46 +6%
AA
655
Addison Advisors
Vermont
$193K -$2.14K -9 -1%
GM
656
GeoWealth Management
Illinois
$191K +$183K +767 New
TWD
657
True Wealth Design
Ohio
$189K +$7.38K +31 +4%
Cohen & Steers
658
Cohen & Steers
New York
$184K
AIP
659
Ameritas Investment Partners
Nebraska
$184K -$6.19K -26 -3%
SAM
660
Smartleaf Asset Management
Massachusetts
$182K +$40K +168 +30%
AF
661
Abound Financial
California
$181K
NAAA
662
New Age Alpha Advisors
New York
$181K +$13.1K +55 +8%
PWPS
663
Pinnacle Wealth Planning Services
Ohio
$175K +$10.7K +45 +7%
GWM
664
Geneos Wealth Management
Colorado
$173K -$14K -59 -8%
TCIIS
665
TIAA-CREF Individual & Institutional Services
New York
$170K +$163K +685 New
Fidelity International
666
Fidelity International
Bermuda
$160K -$39.5K -166 -21%
PK
667
Pflug Koory
Nebraska
$159K
SBFM
668
S-Bank Fund Management
Finland
$151K -$5.47K -23 -4%
QC
669
Quent Capital
New York
$139K +$65.7K +276 +97%
TC
670
Tacita Capital
Ontario, Canada
$137K
LWCFA
671
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$130K
LFG
672
Larson Financial Group
Missouri
$116K +$18.3K +77 +20%
MAM
673
Meeder Asset Management
Ohio
$115K -$227K -952 -67%
PCM
674
Penserra Capital Management
California
$113K +$2.86K +12 +3%
WT
675
Whittier Trust
California
$110K -$50.5K -212 -35%