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Ziff Davis

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
201
Systematic Financial Management
New Jersey
$155K +$163K +1,985 New
BTI
202
Blue Trust Inc
Georgia
$128K +$43.4K +530 +49%
HCA
203
Harbor Capital Advisors
Illinois
$127K +$134K +1,631 New
S
204
SignatureFD
Georgia
$119K -$33.9K -414 -21%
ST
205
Sageworth Trust
Pennsylvania
$117K
CMF
206
Counterpoint Mutual Funds
California
$114K +$120K +1,458 New
TC
207
Truvestments Capital
Florida
$105K -$93.6K -1,142 -46%
EI
208
Ellevest Inc
New York
$99.2K +$9.18K +112 +10%
BBHC
209
Brown Brothers Harriman & Co
New York
$97.3K
C
210
Covestor
United Kingdom
$96K +$9.75K +119 +11%
PA
211
Parallel Advisors
California
$90.2K -$27.1K -331 -22%
JWM
212
Janiczek Wealth Management
Colorado
$76.6K -$14.6K -178 -15%
TPCW
213
TD Private Client Wealth
New York
$71.9K -$37K -451 -33%
HIA
214
Harbor Investment Advisory
Maryland
$68.6K
QCG
215
Quadrant Capital Group
Ohio
$65.3K -$14.3K -175 -17%
NMG
216
New Millennium Group
Utah
$58.5K -$164 -2 -0.3%
Ohio Public Employees Retirement System (OPERS)
217
Ohio Public Employees Retirement System (OPERS)
Ohio
$54K +$4.34K +53 +8%
CA
218
Clearstead Advisors
Ohio
$42.9K
FHA
219
First Horizon Advisors
Tennessee
$41.2K -$48.9K -596 -53%
EWA
220
EverSource Wealth Advisors
Alabama
$40.8K -$738 -9 -2%
BAM
221
Belpointe Asset Management
Nevada
$34.3K +$2.46K +30 +7%
AF
222
Allworth Financial
California
$28.1K
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$22K -$246 -3 -1%
WT
224
Whittier Trust
California
$21.2K
IAIM
225
International Assets Investment Management
Florida
$19.5K +$20.5K +250 New