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Name Holding Trade Value Shares
Change
Change in
Stake
CW
526
CreativeOne Wealth
Kansas
$377K +$5.11K +38 +1%
LA
527
LexAurum Advisors
Kansas
$376K
WSFS
528
Wilmington Savings Fund Society
Delaware
$367K -$246K -1,834 -40%
MWM
529
Modera Wealth Management
New Jersey
$366K -$215K -1,602 -37%
IAG
530
Investment Advisory Group
Massachusetts
$360K
AA
531
ALPS Advisors
Colorado
$360K +$363K +2,700 New
HWM
532
HB Wealth Management
Georgia
$357K -$153K -1,141 -30%
TI
533
Tidal Investments
Wisconsin
$355K +$29.4K +219 +9%
PA
534
Profund Advisors
Maryland
$353K -$39.5K -294 -10%
TAIM
535
TD Ameritrade Investment Management
Nebraska
$350K -$68.9K -513 -16%
VAS
536
Vestmark Advisory Solutions
Massachusetts
$349K -$35.9K -267 -9%
UB
537
UMB Bank
Missouri
$347K
CC
538
Corton Capital
Ontario, Canada
$345K +$348K +2,591 New
BS
539
Bessemer Securities
New York
$344K
DILIC
540
Dai-ichi Life Insurance Company
Japan
$340K
GD
541
Grandfield & Dodd
New York
$340K
CA
542
Clearstead Advisors
Ohio
$338K +$30.1K +224 +10%
FNBTCON
543
First National Bank & Trust Co of Newtown
Pennsylvania
$324K
CWM
544
Congress Wealth Management
Massachusetts
$324K +$14.5K +108 +5%
SSB
545
Sandy Spring Bank
Maryland
$323K
FC
546
FORA Capital
Florida
$320K -$12K -89 -4%
SW
547
SVB Wealth
Massachusetts
$320K -$7.66K -57 -2%
PGFC
548
Peapack-Gladstone Financial Corp
New Jersey
$317K -$18.8K -140 -6%
PJSIMP
549
P.J. Schmidt Investment Management (PJS)
Wisconsin
$317K -$17.3K -129 -5%
KPWS
550
Kestra Private Wealth Services
Texas
$317K +$320K +2,381 New