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Name Holding Trade Value Shares
Change
Change in
Stake
DWT
451
Dorsey & Whitney Trust
South Dakota
$469K +$3.28K +16 +0.6%
BRWA
452
B. Riley Wealth Advisors
Florida
$469K +$117K +570 +17%
WT
453
Washington Trust
Rhode Island
$468K +$580K +2,833 New
IAN
454
Integrated Advisors Network
Texas
$466K -$52K -254 -8%
YWP
455
YorkBridge Wealth Partners
New York
$458K
OAM
456
Oppenheimer Asset Management
New York
$456K +$331K +1,618 +142%
PMFA
457
Plante Moran Financial Advisors
Michigan
$454K
SP
458
Symmetry Partners
Connecticut
$453K -$41.4K -202 -7%
FQ
459
First Quadrant
California
$445K +$552K +2,696 New
AIA
460
Alera Investment Advisors
Illinois
$443K -$13.3K -65 -2%
FDCDDQ
461
Federation des caisses Desjardins du Quebec
Quebec, Canada
$442K -$580K -2,832 -51%
SVWAG
462
Sound View Wealth Advisors Group
Georgia
$439K +$40.7K +199 +8%
LOAMS
463
Lombard Odier Asset Management (Switzerland)
Switzerland
$437K +$243K +1,188 +81%
IC
464
IEQ Capital
California
$435K -$14.3K -70 -3%
PPCM
465
Pillar Pacific Capital Management
California
$432K
NSIM
466
North Star Investment Management
Illinois
$423K -$10K -49 -2%
Federated Hermes
467
Federated Hermes
Pennsylvania
$420K -$46.5K -227 -8%
CAM
468
Cozad Asset Management
Illinois
$417K
TPA
469
Trivium Point Advisory
Connecticut
$414K +$451K +2,202 New
BCM
470
Bayesian Capital Management
New York
$413K +$512K +2,500 New
HI
471
Horizon Investments
North Carolina
$412K +$126K +613 +32%
Two Sigma Investments
472
Two Sigma Investments
New York
$412K +$512K +2,499 New
WPW
473
Waldron Private Wealth
Pennsylvania
$411K +$3.48K +17 +0.7%
TP
474
Truvvo Partners
New York
$405K +$148K +721 +42%
CQS
475
Credential Qtrade Securities
$397K +$23.3K +114 +5%