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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
426
Baker Tilly Wealth Management
Wisconsin
$307K +$136K +11,764 +91%
EWM
427
Evercore Wealth Management
New York
$303K
QCM
428
Qsemble Capital Management
New York
$297K +$277K +23,913 New
CG
429
Caprock Group
Idaho
$291K +$123K +10,636 +83%
OF
430
Optimize Financial
California
$291K +$271K +23,422 New
ECM
431
Everence Capital Management
Indiana
$290K
SSG
432
Summit Securities Group
New York
$284K +$265K +22,900 New
NMIMC
433
Northwestern Mutual Investment Management Company
Wisconsin
$281K +$440 +38 +0.2%
Nomura Holdings
434
Nomura Holdings
Japan
$280K -$10.6K -920 -4%
KCM
435
Kendall Capital Management
Maryland
$274K -$17.8K -1,540 -7%
BA
436
BCM Advisors
Louisiana
$271K
Bank of Nova Scotia
437
Bank of Nova Scotia
Ontario, Canada
$270K -$542K -46,855 -68%
CL
438
Choreo LLC
Illinois
$266K +$97.6K +8,440 +65%
WS
439
Wedbush Securities
California
$266K +$76.9K +6,650 +45%
SWM
440
Seed Wealth Management
Illinois
$265K +$77.4K +6,690 +46%
SWM
441
SeaCrest Wealth Management
New York
$264K +$21K +1,818 +9%
IIM
442
INTECH Investment Management
Florida
$260K -$4.03M -348,404 -94%
KeyBank National Association
443
KeyBank National Association
Ohio
$257K +$95.5K +8,254 +66%
TFS
444
Thoroughbred Financial Services
Tennessee
$257K
KRSITF
445
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$256K -$30.5K -2,635 -11%
EF
446
Empirical Finance
Pennsylvania
$256K +$23K +1,985 +11%
VA
447
Vident Advisory
Georgia
$250K +$37.9K +3,274 +19%
FFG
448
Fiduciary Financial Group
California
$247K +$19.4K +1,677 +8%
PWP
449
Phillips Wealth Planners
Mississippi
$245K +$154K +13,312 +128%
ZBNA
450
Zions Bancorporation, National Association
Utah
$245K +$228K +19,687 New