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Name Holding Trade Value Shares
Change
Change in
Stake
RJT
276
Raymond James Trust
Florida
$351K +$118K +2,092 +52%
ANI
277
American National Insurance
Texas
$350K
HW
278
Hancock Whitney
Mississippi
$346K -$75.9K -1,341 -18%
IAN
279
Integrated Advisors Network
Texas
$346K +$12.3K +217 +4%
V
280
Veritable
Delaware
$346K +$106K +1,872 +45%
FPS
281
Fieldpoint Private Securities
Connecticut
$345K -$318K -5,619 -48%
BUB
282
BBVA USA Bancshares
Texas
$345K +$1.19K +21 +0.3%
TCWM
283
Total Clarity Wealth Management
Illinois
$342K -$2.21K -39 -0.6%
GAG
284
GM Advisory Group
New York
$341K +$336K +5,942 New
GAM
285
Gotham Asset Management
New York
$340K -$682K -12,043 -67%
DAS
286
Dynamic Advisor Solutions
Arizona
$339K +$6.23K +110 +2%
XM
287
XTX Markets
New York
$333K +$329K +5,809 New
Cambridge Investment Research Advisors
288
Cambridge Investment Research Advisors
Iowa
$325K -$140K -2,477 -30%
NFGCM
289
Norman Fields Gottscho Capital Management
New York
$322K +$41.1K +725 +15%
Baird Financial Group
290
Baird Financial Group
Wisconsin
$315K +$311K +5,496 New
PGFC
291
Peapack-Gladstone Financial Corp
New Jersey
$312K -$3.68K -65 -1%
State Street
292
State Street
Massachusetts
$311K +$307K +5,423 New
Geode Capital Management
293
Geode Capital Management
Massachusetts
$309K -$58K -1,024 -16%
FC
294
FORA Capital
Florida
$308K +$304K +5,377 New
ARMT
295
Amica Retiree Medical Trust
Rhode Island
$305K
SI
296
Stephens Inc
Arkansas
$298K +$294K +5,196 New
AO
297
Advisor OS
Illinois
$297K +$293K +5,183 New
AT
298
Arden Trust
Delaware
$294K +$286K +5,058 +7,330%
OWA
299
One Wealth Advisors
California
$294K +$291K +5,132 New
YWP
300
YorkBridge Wealth Partners
New York
$292K +$289K +5,100 New