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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
626
Edmond de Rothschild Holding
Switzerland
$547K +$568K +3,300 New
IWN
627
Independent Wealth Network
Iowa
$542K +$565K +3,279 New
KRSITF
628
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$540K +$4.3K +25 +0.8%
SFA
629
Souders Financial Advisors
Ohio
$540K +$58.6K +340 +12%
PWP
630
Principle Wealth Partners
Connecticut
$539K +$24.3K +141 +5%
CT
631
Chicago Trust
Illinois
$537K -$21.7K -126 -4%
VHAM
632
Van Hulzen Asset Management
California
$536K +$341K +1,980 +158%
AA
633
Apriem Advisors
California
$534K -$6.72K -39 -1%
APP
634
Avantax Planning Partners
Iowa
$529K +$1.55K +9 +0.3%
LMAM
635
Legg Mason Asset Management
Japan
$524K +$34.4K +200 +7%
SB
636
Strategic Blueprint
Georgia
$520K -$4.99K -29 -0.9%
ECM
637
ExodusPoint Capital Management
New York
$518K +$148K +859 +38%
VAS
638
Vestmark Advisory Solutions
Massachusetts
$517K +$274K +1,589 +104%
AIS
639
AM Investment Strategies
Tennessee
$515K +$535K +3,109 New
RP
640
Rowlandmiller & Partners
Georgia
$514K +$272K +1,578 +206%
TNB
641
Thomasville National Bank
Georgia
$513K -$2.24K -13 -0.4%
Fifth Third Bancorp
642
Fifth Third Bancorp
Ohio
$513K +$30K +174 +6%
CT
643
Coastline Trust
Rhode Island
$512K +$10.3K +60 +2%
BSW
644
Buckingham Strategic Wealth
Missouri
$512K +$37.9K +220 +8%
Walleye Capital
645
Walleye Capital
New York
$507K +$527K +3,060 New
DY
646
Dowling & Yahnke
California
$506K +$344 +2 +0.1%
VCG
647
Vantage Consulting Group
Virginia
$506K +$27.9K +162 +6%
NL
648
NWAM LLC
Washington
$505K -$40.8K -237 -7%
CPO
649
Cerity Partners OCIO
New York
$503K +$9.13K +53 +2%
GWCM
650
Godshalk Welsh Capital Management
Pennsylvania
$501K – – –