Name Holding Trade Value Shares
Change
Change in
Stake
PAM
626
Premier Asset Management
Illinois
$841K +$45.1K +212 +5%
IWC
627
Integrated Wealth Concepts
Massachusetts
$835K +$5.74K +27 +0.7%
FFBTD
628
First Financial Bank - Trust Division
Ohio
$830K -$3.4K -16 -0.4%
STCOSD
629
Sageworth Trust Company of South Dakota
South Dakota
$824K -$257K -1,210 -23%
MAM
630
Meeder Asset Management
Ohio
$824K +$14K +66 +2%
MAM
631
Morse Asset Management
Connecticut
$823K +$387K +1,820 +82%
TI
632
Tidal Investments
Wisconsin
$819K +$213K +1,000 +33%
Lazard Asset Management
633
Lazard Asset Management
New York
$815K -$7.23K -34 -0.8%
BBVA
634
Banco Bilbao Vizcaya Argentaria
Spain
$809K -$417K -1,958 -33%
CAG
635
Csenge Advisory Group
Florida
$809K -$14.3K -67 -2%
SFG
636
SevenBridge Financial Group
Pennsylvania
$808K +$112K +525 +15%
SG
637
StoneX Group
New York
$806K +$31.1K +146 +4%
AAS
638
Avantax Advisory Services
Texas
$794K +$57K +268 +7%
WCM
639
Whitener Capital Management
North Carolina
$787K -$1.06K -5 -0.1%
FPF
640
First Pacific Financial
Washington
$783K +$50.2K +236 +7%
MWM
641
Mission Wealth Management
California
$777K +$23.8K +112 +3%
FTDI
642
First Trust Direct Indexing
Massachusetts
$776K +$112K +526 +16%
SFI
643
Siemens Fonds Invest
Germany
$770K – – –
BBHC
644
Brown Brothers Harriman & Co
New York
$765K +$27.2K +128 +4%
AO
645
Advisor OS
Illinois
$762K +$3.4K +16 +0.4%
QT
646
Quantamental Technologies
New York
$761K +$305K +1,433 +62%
KPWS
647
Kestra Private Wealth Services
Texas
$759K -$5.32K -25 -0.7%
RMC
648
Resources Management Corp
Connecticut
$755K +$45.3K +213 +6%
BW
649
Basepoint Wealth
Iowa
$754K +$223K +1,046 +39%
BLC
650
Brown, Lisle/Cummings
Rhode Island
$750K – – –