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Name Holding Trade Value Shares
Change
Change in
Stake
YWP
276
YorkBridge Wealth Partners
New York
$547K +$20K +260 +4%
WP
277
WealthSource Partners
California
$544K -$4.39K -57 -0.8%
ARMT
278
Amica Retiree Medical Trust
Rhode Island
$539K -$228K -2,957 -31%
FTDI
279
First Trust Direct Indexing
Massachusetts
$521K +$27.3K +355 +6%
EDRH
280
Edmond de Rothschild Holding
Switzerland
$514K -$2.26M -29,390 -82%
IWP
281
Icon Wealth Partners
Texas
$503K +$48.2K +626 +11%
MNBTD
282
Moody National Bank Trust Division
Texas
$500K – – –
WA
283
WealthTrust Axiom
Pennsylvania
$499K -$8.47K -110 -2%
FCI
284
Financial Counselors Inc
Kansas
$497K -$28.6K -372 -6%
P
285
Pitcairn
Pennsylvania
$497K +$23.6K +307 +5%
ANI
286
American National Insurance
Texas
$491K – – –
YIH
287
Y-Intercept (HK)
Hong Kong
$487K +$466K +6,057 New
RHBC
288
R.H. Bluestein & Co
Michigan
$484K +$76K +988 +20%
William Blair & Company
289
William Blair & Company
Illinois
$481K +$84.1K +1,093 +22%
CCM
290
Coldstream Capital Management
Washington
$472K +$185K +2,409 +41%
FDCDDQ
291
Federation des caisses Desjardins du Quebec
Quebec, Canada
$464K +$38.5K +500 +9%
DWM
292
Dakota Wealth Management
Florida
$452K +$111K +1,442 +35%
SSA
293
Schonfeld Strategic Advisors
New York
$451K -$7.08M -92,037 -94%
PBT
294
Pictet Bank & Trust
Bahamas
$448K – – –
WTC
295
WhitTier Trust Company
Nevada
$444K -$18.8K -244 -4%
MFG
296
Menard Financial Group
Texas
$440K +$45.2K +587 +12%
FFS
297
Founders Financial Securities
Maryland
$435K +$26.7K +347 +7%
FPS
298
Fieldpoint Private Securities
Connecticut
$433K -$10.3K -134 -2%
WT
299
Whittier Trust
California
$433K -$5.62K -73 -1%
RCM
300
Ratan Capital Management
Florida
$431K – – –