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Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
376
Pinnacle Financial Partners (Tennessee)
Tennessee
$355K -$119K -2,835 -28%
SWM
377
Shakespeare Wealth Management
Wisconsin
$350K
BWM
378
BerganKDV Wealth Management
Minnesota
$350K +$84 +2 +0%
KWM
379
Kingsview Wealth Management
Oregon
$346K -$13.8K -327 -4%
WA
380
WBH Advisory
Maryland
$345K -$8.09K -192 -2%
KFP
381
KMG Fiduciary Partners
Ohio
$344K +$3.12K +74 +1%
CC
382
Centiva Capital
New York
$344K +$298K +7,080 New
GHA
383
GW Henssler & Associates
Georgia
$336K -$87.7K -2,082 -23%
EI
384
Ellevest Inc
New York
$335K +$161K +3,827 +125%
PCM
385
Parsons Capital Management
Rhode Island
$330K +$13.9K +330 +5%
APF
386
Alaska Permanent Fund
Alaska
$327K +$12.3K +291 +4%
TF
387
TIAA FSB
Florida
$327K +$284K +6,742 New
RMDI
388
R.M. Davis Inc
Maine
$325K -$10.6K -251 -4%
FMWA
389
Forvis Mazars Wealth Advisors
Missouri
$324K +$8.51K +202 +3%
CSI
390
Cross Staff Investments
New York
$318K
KeyBank National Association
391
KeyBank National Association
Ohio
$314K
CAM
392
Cypress Asset Management
Texas
$310K -$402K -9,550 -60%
Thrivent Financial for Lutherans
393
Thrivent Financial for Lutherans
Minnesota
$308K
SWM
394
Spire Wealth Management
Virginia
$307K -$9.9K -235 -4%
BFO
395
Boston Family Office
Massachusetts
$306K -$6.06K -144 -2%
JC
396
Jacobs & Co
California
$301K -$204K -4,855 -44%
New York State Common Retirement Fund
397
New York State Common Retirement Fund
New York
$296K -$23.2M -551,715 -99%
TSW
398
Thompson Siegel & Walmsley
Virginia
$295K
CWS
399
Confluence Wealth Services
Pennsylvania
$295K +$211 +5 +0.1%
DAS
400
Dynamic Advisor Solutions
Arizona
$292K +$254K +6,028 New