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Name Holding Trade Value Shares
Change
Change in
Stake
BPCE
426
Bank Pictet & Cie (Europe)
Germany
$633K +$70.9K +636 +13%
BTWM
427
Baker Tilly Wealth Management
Wisconsin
$622K +$104K +932 +21%
TBA
428
Tower Bridge Advisors
Pennsylvania
$621K -$39K -350 -6%
PTP
429
Platform Technology Partners
New York
$620K +$593K +5,316 New
PIM
430
Profit Investment Management
Maryland
$599K
PAS
431
Park Avenue Securities
New York
$595K +$109K +981 +24%
CI
432
Cigna Investments
Connecticut
$593K -$80.3K -720 -12%
AIM
433
Anchor Investment Management
South Carolina
$591K +$15.5K +139 +3%
EWA
434
Exencial Wealth Advisors
Oklahoma
$587K -$5.32M -47,663 -90%
CCG
435
Ceeto Capital Group
Florida
$583K
WAM
436
Westport Asset Management
Connecticut
$583K
AWM
437
Aries Wealth Management
Maine
$568K -$58.6K -525 -10%
Brown Advisory
438
Brown Advisory
Maryland
$568K +$75.2K +674 +16%
SP
439
Symmetry Partners
Connecticut
$555K
YWP
440
YorkBridge Wealth Partners
New York
$550K +$8.59K +77 +2%
MSA
441
Marino Stram & Associates
Massachusetts
$550K +$39.5K +354 +8%
CG
442
CFO4Life Group
Texas
$543K +$21.5K +193 +4%
FA
443
FDx Advisors
Illinois
$542K -$351K -3,148 -40%
MIM
444
MTM Investment Management
South Carolina
$539K
BJL
445
Brighton Jones LLC
Washington
$536K +$28.2K +253 +6%
IRF
446
IBM Retirement Fund
New York
$528K -$105K -940 -17%
RIM
447
Redpoint Investment Management
Australia
$527K
KPWS
448
Kestra Private Wealth Services
Texas
$511K -$15.4K -138 -3%
AP
449
Appleton Partners
Massachusetts
$509K +$11K +99 +2%
ECM
450
Everence Capital Management
Indiana
$503K