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Name Holding Trade Value Shares
Change
Change in
Stake
BF
501
BOK Financial
Oklahoma
$423K +$442K +2,838 New
LNWWM
502
Laird Norton Wetherby Wealth Management
California
$420K +$12.1K +78 +3%
CG
503
Caprock Group
Idaho
$420K +$19.8K +127 +5%
TMAM
504
Tokio Marine Asset Management
Japan
$419K +$52.2K +335 +14%
GT
505
Greenleaf Trust
Michigan
$417K -$7.16K -46 -2%
MIM
506
Marco Investment Management
Georgia
$417K – – –
CL
507
CSS LLC
Illinois
$416K – – –
MMC
508
Mizuho Markets Cayman
Cayman Islands
$415K +$434K +2,789 New
CAN
509
Cetera Advisor Networks
California
$414K +$25.5K +164 +6%
EI
510
Ellevest Inc
New York
$411K +$68.7K +441 +19%
S
511
SignatureFD
Georgia
$408K +$18.4K +118 +4%
SC
512
Steph & Co
Wisconsin
$407K – – –
CGL
513
Clarius Group LLC
Washington
$404K +$423K +2,716 New
ED
514
Exane Derivatives
France
$401K -$50K -321 -11%
VCG
515
Vantage Consulting Group
Virginia
$394K +$32.1K +206 +8%
BCB
516
Brian C. Broderick
$390K +$408K +2,618 New
IFWM
517
Institute for Wealth Management
Colorado
$388K – – –
SCM
518
SKBA Capital Management
California
$387K -$74K -475 -15%
TAM
519
Trust Asset Management
Texas
$385K +$27.6K +177 +7%
QCM
520
Quest Capital Management
Texas
$384K +$14.3K +92 +4%
SWK
521
Stephen W. Kidder
$383K +$401K +2,575 New
PWPS
522
Pinnacle Wealth Planning Services
Ohio
$376K +$934 +6 +0.2%
DBT
523
Dubuque Bank & Trust
Iowa
$372K -$10.3K -66 -3%
NONA
524
Ninety One North America
New York
$372K +$389K +2,499 New
MS
525
Maven Securities
Jersey
$370K +$386K +2,482 New