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Name Holding Trade Value Shares
Change
Change in
Stake
WT
301
Whittier Trust
California
$465K +$103K +1,894 +25%
LAI
302
Legal Advantage Investments
California
$464K -$13.6K -250 -3%
PWAM
303
Pinnacle West Asset Management
Wyoming
$464K +$73.4K +1,350 +17%
WS
304
Wedbush Securities
California
$459K -$58.4K -1,075 -10%
SW
305
SVB Wealth
Massachusetts
$452K +$503K +9,254 New
DA
306
Denali Advisors
California
$442K +$5.92K +109 +1%
FI
307
Fractal Investments
Connecticut
$439K
TRCT
308
Tower Research Capital (TRC)
New York
$426K -$85.4K -1,571 -15%
MDA
309
Minot DeBlois Advisors
Massachusetts
$417K +$464K +8,542 New
IAA
310
Independent Advisor Alliance
North Carolina
$415K -$21.6K -397 -4%
LFA
311
Legacy Financial Advisors
Kentucky
$415K +$212K +3,899 +85%
EGM
312
Engineers Gate Manager
New York
$410K +$457K +8,401 New
CPIG
313
Chicago Partners Investment Group
Illinois
$410K +$5.33K +98 +1%
GCM
314
Gallacher Capital Management
Colorado
$406K +$8.26K +152 +2%
William Blair & Company
315
William Blair & Company
Illinois
$405K -$355K -6,533 -44%
IAS
316
Insigneo Advisory Services
Florida
$404K -$52K -957 -10%
HCP
317
Hexagon Capital Partners
Arkansas
$402K +$27.5K +506 +7%
MNBTD
318
Moody National Bank Trust Division
Texas
$401K +$446K +8,202 New
CLA
319
Carnegie Lake Advisors
New Jersey
$400K -$5.44K -100 -1%
LSAG
320
Lake Street Advisors Group
New Hampshire
$399K -$8.26K -152 -2%
PP
321
Pacifica Partners
Canada
$397K -$8.48K -156 -2%
BFA
322
Benedict Financial Advisors
Georgia
$392K -$20.2K -372 -4%
SF
323
Synovus Financial
Georgia
$391K +$31.5K +579 +8%
PP
324
PDS Planning
Ohio
$391K +$95.6K +1,759 +28%
FDCDDQ
325
Federation des caisses Desjardins du Quebec
Quebec, Canada
$389K -$65.2K -1,200 -13%