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Name Holding Trade Value Shares
Change
Change in
Stake
LA
526
LexAurum Advisors
Kansas
$415K -$29.1K -213 -7%
AG
527
Ascent Group
Virginia
$413K +$415K +3,030 New
CW
528
CreativeOne Wealth
Kansas
$411K +$84.4K +617 +28%
EMG
529
ETF Managers Group
New Jersey
$410K +$383K +2,801 New
Rafferty Asset Management
530
Rafferty Asset Management
New York
$407K -$68.3K -499 -15%
PHK
531
Point72 Hong Kong
Hong Kong
$396K -$1.27M -9,260 -77%
KeyBank National Association
532
KeyBank National Association
Ohio
$396K +$3.69K +27 +1%
CAN
533
Cetera Advisor Networks
California
$393K -$9.99K -73 -3%
RWM
534
Rockwood Wealth Management
Pennsylvania
$390K +$363K +2,651 New
UB
535
UMB Bank
Missouri
$383K +$357K +2,610 New
GD
536
Grandfield & Dodd
New York
$380K
BS
537
Bessemer Securities
New York
$380K +$31.2K +228 +10%
FFM
538
Forum Financial Management
Illinois
$379K +$353K +2,577 New
GAM
539
Gotham Asset Management
New York
$376K -$165K -1,205 -32%
DILIC
540
Dai-ichi Life Insurance Company
Japan
$375K
WSTAM
541
Wilbanks Smith & Thomas Asset Management
Virginia
$368K
IAG
542
Investment Advisory Group
Massachusetts
$366K +$369K +2,700 New
PGFC
543
Peapack-Gladstone Financial Corp
New Jersey
$365K
SW
544
SVB Wealth
Massachusetts
$362K -$104K -763 -24%
PJSIMP
545
P.J. Schmidt Investment Management (PJS)
Wisconsin
$361K +$20.8K +152 +6%
BBHC
546
Brown Brothers Harriman & Co
New York
$361K +$23K +168 +7%
FC
547
FORA Capital
Florida
$360K +$335K +2,450 New
TI
548
Tidal Investments
Wisconsin
$359K +$56.8K +415 +20%
B
549
Barings
North Carolina
$357K -$43.2K -316 -12%
FNBTCON
550
First National Bank & Trust Co of Newtown
Pennsylvania
$357K