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Name Holding Trade Value Shares
Change
Change in
Stake
MMG
801
Monetary Management Group
Missouri
$365K
BIM
802
Baldwin Investment Management
Pennsylvania
$362K -$103K -515 -22%
RCAG
803
Rehmann Capital Advisory Group
Michigan
$361K -$20.4K -102 -5%
XT
804
XTX Topco
Cayman Islands
$359K +$371K +1,855 New
WWM
805
Windsor Wealth Management
Indiana
$356K -$85.6K -428 -19%
FIM
806
Freedom Investment Management
Connecticut
$355K -$13.6K -68 -4%
LGA
807
Lebenthal Global Advisors
New York
$354K -$8.2K -41 -2%
LC
808
Lindbrook Capital
California
$353K +$29.4K +147 +9%
CI
809
Cigna Investments
Connecticut
$351K -$141K -707 -28%
LNC
810
Lincoln National Corp
Pennsylvania
$351K +$23.6K +118 +7%
Wellington Management Group
811
Wellington Management Group
Massachusetts
$351K +$73K +365 +25%
WT
812
Washington Trust
Rhode Island
$350K
IAS
813
Investment Advisory Services
Texas
$349K -$56.4K -282 -14%
JIC
814
Johnson Investment Counsel
Ohio
$349K -$13K -65 -3%
FT
815
Fiduciary Trust
Massachusetts
$349K -$12.2K -61 -3%
ACP
816
Aviance Capital Partners
Florida
$349K +$81K +405 +29%
DWM
817
Dorchester Wealth Management
Quebec, Canada
$348K
FFN
818
Focus Financial Network
Minnesota
$348K -$10.8K -54 -3%
NQWM
819
Northwest Quadrant Wealth Management
Oregon
$346K +$1.6K +8 +0.5%
CGL
820
Clarius Group LLC
Washington
$346K +$42.6K +213 +14%
WDA
821
Wendell David Associates
New Hampshire
$344K
VT
822
Vise Technologies
New York
$343K -$176K -880 -33%
SIMG
823
Sonora Investment Management Group
Arizona
$343K -$10K -50 -3%
WCM
824
WealthBridge Capital Management
Ohio
$341K +$8.4K +42 +2%
1SB
825
1ST Source Bank
Indiana
$340K -$20K -100 -5%