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Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
1001
Bank Julius Baer & Co
Switzerland
$290K – – –
ECM
1002
ExodusPoint Capital Management
New York
$288K +$253K +4,950 New
GIA
1003
Gateway Investment Advisers
Ohio
$285K -$12.8K -250 -5%
AC
1004
Allstate Corporation
Illinois
$285K -$7.67K -150 -3%
C
1005
Covestor
United Kingdom
$284K -$43.5K -850 -15%
LAM
1006
Lifestyle Asset Management
Texas
$282K -$10.2K -200 -4%
CC
1007
Cadinha & Co
Hawaii
$279K – – –
WAP
1008
Wealthcare Advisory Partners
Pennsylvania
$279K +$245K +4,800 New
ANBT
1009
American National Bank & Trust
Texas
$276K – – –
LAM
1010
L2 Asset Management
Massachusetts
$276K +$12.8K +250 +6%
MA
1011
Modus Advisors
Minnesota
$273K – – –
PP
1012
PDS Planning
Ohio
$273K +$2.56K +50 +1%
KIG
1013
Kennedy Investment Group
New Jersey
$270K – – –
WPW
1014
Watershed Private Wealth
Illinois
$270K – – –
ZIG
1015
Zullo Investment Group
Pennsylvania
$270K – – –
GS
1016
GTS Securities
Florida
$267K -$506K -9,900 -68%
SYBT
1017
Stock Yards Bank & Trust
Kentucky
$267K +$235K +4,600 New
SW
1018
SlateStone Wealth
Florida
$265K +$233K +4,550 New
FC
1019
Forte Capital
New York
$265K -$5.11K -100 -2%
GLA
1020
Good Life Advisors
Pennsylvania
$265K -$48.6K -950 -17%
EWM
1021
Empirical Wealth Management
Washington
$262K +$230K +4,500 New
SPIS
1022
Steward Partners Investment Solutions
Oregon
$262K -$28.1K -550 -11%
NFG
1023
Nations Financial Group
Iowa
$262K +$230K +4,500 New
SVWAG
1024
Sound View Wealth Advisors Group
Georgia
$259K -$7.67K -150 -3%
CWM
1025
Connecticut Wealth Management
Connecticut
$259K -$2.56K -50 -1%