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Name Holding Trade Value Shares
Change
Change in
Stake
KRW
501
Kaufman Rossin Wealth
Florida
$240K +$210K +2,788 New
FT
502
Fiduciary Trust
Massachusetts
$238K +$208K +2,761 New
TAM
503
Trust Asset Management
Texas
$237K +$207K +2,745 New
CPIG
504
Chicago Partners Investment Group
Illinois
$235K -$46.5K -616 -19%
FTWA
505
Fifth Third Wealth Advisors
Ohio
$234K +$205K +2,714 New
William Blair & Company
506
William Blair & Company
Illinois
$226K +$197K +2,617 New
PCM
507
Polymer Capital Management
New York
$224K +$196K +2,594 New
EWA
508
EverSource Wealth Advisors
Alabama
$221K +$453 +6 +0.2%
JF
509
Jump Financial
Illinois
$221K -$863K -11,447 -82%
HPC
510
HM Payson & Co
Maine
$221K
CI
511
Corient IA
Florida
$216K -$37.7K -500 -17%
CA
512
Commerzbank Aktiengesellschaft
Germany
$213K +$186K +2,467 New
PVI
513
Pine Valley Investments
New Jersey
$212K +$186K +2,464 New
AUB
514
Atlantic Union Bankshares
Virginia
$212K -$11K -146 -6%
CCFM
515
Clear Creek Financial Management
Washington
$211K +$185K +2,450 New
CIM
516
CIM Investment Management
Pennsylvania
$209K +$183K +2,423 New
SMA
517
Sage Mountain Advisors
Georgia
$209K +$183K +2,420 New
CHAM
518
Clear Harbor Asset Management
Connecticut
$207K +$181K +2,404 New
CW
519
CreativeOne Wealth
Kansas
$204K +$179K +2,369 New
IAS
520
Integrity Advisory Solutions
Texas
$203K +$178K +2,359 New
M1FG
521
Mach-1 Financial Group
Arkansas
$203K +$178K +2,359 New
BP
522
Ballentine Partners
Massachusetts
$202K +$177K +2,340 New
FFA
523
Farther Finance Advisors
California
$200K -$17.3K -230 -9%
Fidelity International
524
Fidelity International
Bermuda
$199K -$445K -5,901 -72%
Jones Financial Companies
525
Jones Financial Companies
Missouri
$187K +$64.9K +860 +65%