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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
551
Intercontinental Wealth Advisors
Texas
$507K +$180 +6 +0%
HTC
552
Haverford Trust Company
Pennsylvania
$505K -$298K -9,964 -38%
GT
553
Greenleaf Trust
Michigan
$501K +$108K +3,620 +28%
XT
554
XTX Topco
Cayman Islands
$500K +$492K +16,422 New
ECG
555
Edge Capital Group
Georgia
$498K +$490K +16,356 New
WAG
556
Wallace Advisory Group
California
$493K +$485K +16,204 New
BIG
557
Builder Investment Group
Georgia
$487K +$479K +16,000 New
PVM
558
Palogic Value Management
Texas
$487K +$479K +16,000 New
GF
559
Gries Financial
Ohio
$487K – – –
RJT
560
Raymond James Trust
Florida
$487K +$2.4K +80 +0.5%
BWM
561
BlackDiamond Wealth Management
New York
$484K +$28.5K +952 +6%
Northwestern Mutual Wealth Management
562
Northwestern Mutual Wealth Management
Wisconsin
$482K +$61.9K +2,068 +15%
LJAC
563
L.J. Altfest & Co
New York
$479K – – –
UB
564
UMB Bank
Missouri
$477K +$21.4K +716 +5%
PCOC
565
Power Corp of Canada
Canada
$476K – – –
MC
566
Montag & Caldwell
Georgia
$475K -$4.97K -166 -1%
Parallax Volatility Advisers
567
Parallax Volatility Advisers
California
$471K -$131K -4,370 -22%
MFS
568
Mirabella Financial Services
United Kingdom
$462K +$455K +15,188 New
NA
569
Navellier & Associates
Nevada
$456K -$126K -4,214 -22%
CAL
570
Capital Analysts LLC
Pennsylvania
$454K -$20.7K -692 -4%
PPC
571
Park Place Capital
Alabama
$451K +$443K +14,810 New
NA
572
NewEdge Advisors
Louisiana
$445K -$141K -4,726 -21%
Two Sigma Investments
573
Two Sigma Investments
New York
$438K -$4.98M -166,320 -92%
S
574
SignatureFD
Georgia
$437K +$28.2K +942 +7%
ETIA
575
Epic Trust Investment Advisors
Washington
$437K -$14.7K -490 -3%