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Name Holding Trade Value Shares
Change
Change in
Stake
Independent Advisor Alliance
576
Independent Advisor Alliance
North Carolina
$633K -$40.3K -252 -6%
Vestmark Advisory Solutions
577
Vestmark Advisory Solutions
Massachusetts
$633K -$11.3K -71 -2%
UMB Bank
578
UMB Bank
Missouri
$630K -$120K -749 -17%
KRSITF
579
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$629K -$162K -1,016 -22%
ACM
580
AlphaCrest Capital Management
New York
$627K +$37.4K +234 +7%
BOH
581
Bank of Hawaii
Hawaii
$625K +$223K +1,396 +63%
ANRIA
582
American National Registered Investment Advisor
Texas
$616K – – –
CBT
583
Central Bank & Trust
Kentucky
$611K -$169K -1,057 -23%
BHBT
584
Burke & Herbert Bank & Trust
Virginia
$608K – – –
Veritable
585
Veritable
Delaware
$607K -$65.5K -410 -10%
FI
586
Fosun International
China
$606K – – –
MCA
587
Morris Capital Advisors
Pennsylvania
$606K +$4.79K +30 +0.9%
AF
588
Advisornet Financial
Minnesota
$606K +$63.8K +399 +13%
CC
589
Cannell & Co
New York
$600K – – –
FAN
590
Financial Advisors Network
California
$598K -$115K -718 -17%
IRF
591
IBM Retirement Fund
New York
$597K -$7.83K -49 -1%
ISWM
592
Independent Solutions Wealth Management
New York
$595K -$7.51K -47 -1%
Ritholtz Wealth Management
593
Ritholtz Wealth Management
New York
$593K +$206K +1,290 +60%
MS
594
Madden Securities
Texas
$592K +$546K +3,415 New
MBT
595
Montecito Bank & Trust
California
$590K +$4.16K +26 +0.8%
SSG
596
Summit Securities Group
New York
$589K +$543K +3,400 New
SG Americas Securities
597
SG Americas Securities
New York
$588K -$1.54M -9,606 -74%
First Allied Advisory Services
598
First Allied Advisory Services
California
$579K -$167K -1,047 -24%
HT
599
Heritage Trust
Oklahoma
$578K +$1.92K +12 +0.4%
Dakota Wealth Management
600
Dakota Wealth Management
Florida
$577K +$532K +3,329 New