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Name Holding Trade Value Shares
Change
Change in
Stake
FC
401
Forte Capital
New York
$280K -$77.9K -875 -23%
PGFC
402
Peapack-Gladstone Financial Corp
New Jersey
$280K -$7.04K -79 -3%
WT
403
Washington Trust
Rhode Island
$280K
WPP
404
Whalerock Point Partners
Rhode Island
$280K
DC
405
Diametric Capital
Massachusetts
$279K +$24K +270 +10%
AWS
406
Atria Wealth Solutions
New York
$278K +$20.6K +231 +8%
PCM
407
Princeton Capital Management
New Jersey
$278K
BL
408
Balentine LLC
Georgia
$274K -$10.6K -119 -4%
Optiver Holding
409
Optiver Holding
Netherlands
$273K
HI
410
Harrington Investments
California
$270K
WA
411
Wealthstream Advisors
New York
$265K +$17.5K +196 +7%
SC
412
Savant Capital
Illinois
$260K -$6.95K -78 -3%
VI
413
Vestcor Inc
New Brunswick, Canada
$260K
OTPPB
414
Ontario Teachers' Pension Plan Board
Ontario, Canada
$260K -$495K -5,555 -67%
CWM
415
Congress Wealth Management
Massachusetts
$260K +$248K +2,789 New
PS
416
Principal Securities
Iowa
$259K +$40K +449 +19%
RCA
417
Resonant Capital Advisors
Wisconsin
$259K
Northwestern Mutual Wealth Management
418
Northwestern Mutual Wealth Management
Wisconsin
$251K +$59K +662 +33%
GRP
419
Global Retirement Partners
California
$251K +$173K +1,938 +257%
IC
420
IEQ Capital
California
$249K +$238K +2,667 New
Vontobel Holding
421
Vontobel Holding
Switzerland
$246K +$234K +2,630 New
SLAM
422
Swiss Life Asset Management
$244K +$233K +2,615 New
Thrivent Financial for Lutherans
423
Thrivent Financial for Lutherans
Minnesota
$231K +$10.7K +120 +5%
CC
424
Callan Capital
California
$224K +$214K +2,403 New
IFWM
425
Institute for Wealth Management
Colorado
$222K