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Name Holding Trade Value Shares
Change
Change in
Stake
EWS
501
Evergreen Wealth Solutions
Pennsylvania
$311K +$4.74K +42 +2%
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$298K +$25.7K +228 +11%
FRM
503
Fox Run Management
Connecticut
$298K -$130K -1,156 -33%
FAFN
504
First Affirmative Financial Network
Colorado
$296K +$30.9K +274 +13%
WPW
505
Waldron Private Wealth
Pennsylvania
$295K +$22.6K +200 +9%
TIM
506
Thompson Investment Management
Wisconsin
$292K -$62.8K -556 -19%
FMLI
507
Fukoku Mutual Life Insurance
Japan
$292K
RC
508
Roundview Capital
New Jersey
$290K -$19.2K -170 -7%
RJT
509
Raymond James Trust
Florida
$288K +$14.7K +130 +6%
ACM
510
Andina Capital Management
Utah
$282K +$251K +2,222 New
LNWWM
511
Laird Norton Wetherby Wealth Management
California
$282K +$14.3K +127 +6%
HAG
512
HighPoint Advisor Group
Illinois
$278K +$220K +1,947 New
NIM
513
Northeast Investment Management
Massachusetts
$276K -$19.4K -172 -7%
NIM
514
NEOS Investment Management
Connecticut
$271K +$241K +2,135 New
WPC
515
Wedmont Private Capital
Pennsylvania
$271K +$13.5K +120 +6%
JWCA
516
J.W. Coons Advisors
Ohio
$271K
BAM
517
Belpointe Asset Management
Nevada
$269K -$8.46K -75 -3%
GDP
518
Great Diamond Partners
Maine
$268K -$3.05K -27 -1%
RGC
519
Roberts, Glore & Co
Illinois
$266K -$5.64K -50 -2%
TC
520
Trium Capital
United Kingdom
$265K +$236K +2,087 New
SFI
521
Siemens Fonds Invest
Germany
$263K +$234K +2,073 New
AIP
522
Ameritas Investment Partners
Nebraska
$262K
VA
523
Vident Advisory
Georgia
$258K +$229K +2,032 New
B
524
Bailard
California
$254K -$2.26K -20 -1%
PCS
525
Personal CFO Solutions
New Jersey
$254K +$226K +2,001 New