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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
326
Wealthspire Advisors (Maryland)
Maryland
$26K -$2.19K -69 -8%
AQA
327
Alpha Quant Advisors
Texas
$23K +$21.6K +680 New
AIM
328
Advantage Investment Management
Iowa
$20K +$2.76K +87 +17%
CAM
329
Cresset Asset Management
Illinois
$20K +$18.6K +586 New
MWM
330
Mascoma Wealth Management
New Hampshire
$19K – – –
OFW
331
Omnia Family Wealth
Florida
$18K -$9.41K -297 -36%
BAM
332
Bruderman Asset Management
New York
$17K +$15.8K +500 New
RCAG
333
Rehmann Capital Advisory Group
Michigan
$15.4K +$14.4K +455 New
EFSCE
334
Enterprise Financial Services Corp (EFSC)
Missouri
$12K – – –
WT
335
Whittier Trust
California
$12K – – –
GAM
336
Gemmer Asset Management
California
$11K – – –
GEA
337
Glen Eagle Advisors
New Jersey
$10.2K – – –
FHA
338
First Horizon Advisors
Tennessee
$10K +$10.1K +318 New
BFC
339
Bedel Financial Consulting
Indiana
$9K – – –
JA
340
JOYN Advisors
Georgia
$9K +$3.2K +101 +67%
AS
341
Altshuler Shaham
Israel
$9K +$8.02K +253 New
QCG
342
Quadrant Capital Group
Ohio
$8K – – –
CAW
343
Cornerstone Advisors (Washington)
Washington
$8K +$729 +23 +12%
MNBTD
344
Moody National Bank Trust Division
Texas
$8K +$7.67K +242 New
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$7K – – –
TAIM
346
TD Ameritrade Investment Management
Nebraska
$7K +$222 +7 +4%
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$7K +$4.12K +130 +186%
QT
348
Quantamental Technologies
New York
$7K +$6.46K +204 New
MOS
349
MGO One Seven
Ohio
$5K +$5.48K +173 New
AWM
350
Aevitas Wealth Management
Massachusetts
$4K – – –