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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
376
Ipswich Investment Management
Massachusetts
$357K
S
377
SignatureFD
Georgia
$352K +$11.2K +209 +3%
CCG
378
Cypress Capital Group
Florida
$351K -$23.1K -430 -6%
Lazard Asset Management
379
Lazard Asset Management
New York
$350K +$60.1K +1,120 +19%
BAM
380
Blueshift Asset Management
New Jersey
$347K +$379K +7,054 New
SFI
381
SPC Financial Inc
Maryland
$345K +$16.1K +300 +4%
CWP
382
Curated Wealth Partners
California
$345K +$96.1K +1,791 +34%
Northwestern Mutual Wealth Management
383
Northwestern Mutual Wealth Management
Wisconsin
$343K +$18.5K +344 +5%
BSW
384
Buckingham Strategic Wealth
Missouri
$339K +$16.1K +300 +5%
CA
385
Continuum Advisory
Idaho
$338K -$27.5K -512 -7%
GIS
386
Grayhawk Investment Strategies
Alberta, Canada
$330K +$280K +5,220 New
MW
387
Marcum Wealth
Ohio
$325K -$5.58K -104 -2%
HAG
388
HighPoint Advisor Group
Illinois
$325K +$356K +6,641 New
MYIA
389
Mount Yale Investment Advisors
Colorado
$324K +$354K +6,598 New
CNC
390
Canandaigua National Corp
New York
$323K -$30.6K -571 -8%
CF
391
Centaurus Financial
California
$318K +$135K +2,518 +64%
CPWA
392
Cerro Pacific Wealth Advisors
California
$318K +$347K +6,469 New
MAS
393
Madden Advisory Services
Florida
$313K -$3.76K -70 -1%
RMC
394
Resources Management Corp
Connecticut
$309K -$16.1K -300 -5%
GT
395
Greenleaf Trust
Michigan
$309K +$23.7K +442 +8%
SMC
396
Smith, Moore & Co
Missouri
$308K
XT
397
XTX Topco
Cayman Islands
$307K +$335K +6,234 New
CIBC Private Wealth Group
398
CIBC Private Wealth Group
Georgia
$303K -$1.05M -19,487 -76%
BF
399
BOK Financial
Oklahoma
$303K +$4.03K +75 +1%
SC
400
Saturna Capital
Washington
$302K