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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
501
Dynasty Wealth Management
Florida
$1.64M +$135K +373 +9%
NP
502
NorthRock Partners
Minnesota
$1.64M +$345K +951 +26%
EFSCE
503
Enterprise Financial Services Corp (EFSC)
Missouri
$1.64M -$122K -337 -7%
FA
504
Fiduciary Alliance
South Carolina
$1.63M -$347K -959 -17%
GT
505
Greenleaf Trust
Michigan
$1.6M -$191K -526 -10%
Jones Financial Companies
506
Jones Financial Companies
Missouri
$1.6M +$190K +525 +13%
VA
507
Vident Advisory
Georgia
$1.6M +$187K +515 +13%
CNBT
508
Canandaigua National Bank & Trust
New York
$1.6M -$274K -756 -14%
B
509
Barings
North Carolina
$1.59M -$213K -588 -12%
BP
510
BBR Partners
New York
$1.56M +$258K +712 +19%
HAG
511
HighPoint Advisor Group
Illinois
$1.53M -$36.6K -101 -2%
PWAM
512
Private Wealth Asset Management
Iowa
$1.52M -$1.81K -5 -0.1%
NB
513
NBT Bank
New York
$1.52M +$221K +610 +17%
CA
514
Clune & Associates
Illinois
$1.51M -$65.6K -181 -4%
SW
515
Simplicity Wealth
New Jersey
$1.51M +$825K +2,276 +116%
VI
516
Vestcor Inc
New Brunswick, Canada
$1.51M +$100K +276 +7%
AI
517
Accredited Investors
Minnesota
$1.51M
MAS
518
Meeder Advisory Services
Ohio
$1.5M -$14.9K -41 -1%
CWM
519
Circle Wealth Management
New Jersey
$1.49M +$624K +1,721 +70%
SAM
520
Sompo Asset Management
Japan
$1.48M +$32.6K +90 +2%
MIF
521
Mediolanum International Funds
Ireland
$1.48M -$11.9M -32,855 -89%
TE
522
Tema ETFs
New York
$1.48M +$1.51M +4,156 New
TWC
523
TD Waterhouse Canada
Ontario, Canada
$1.48M +$42K +116 +3%
BBHC
524
Brown Brothers Harriman & Co
New York
$1.47M +$60.1K +166 +4%
HNB
525
Huntington National Bank
Ohio
$1.47M -$95.3K -263 -6%