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Name Holding Trade Value Shares
Change
Change in
Stake
Integrated Wealth Concepts
926
Integrated Wealth Concepts
Massachusetts
$339K +$51.3K +858 +19%
CST
927
Charles Schwab Trust
Nevada
$338K -$11K -183 -3%
Quadrant Capital Group
928
Quadrant Capital Group
Ohio
$338K +$19.3K +322 +6%
Chicago Partners Investment Group
929
Chicago Partners Investment Group
Illinois
$337K +$5.45K +91 +2%
MG
930
Meritage Group
California
$336K -$128K -2,136 -29%
WAOI
931
Wealth Advisors of Iowa
Iowa
$336K +$314K +5,250 New
ExodusPoint Capital Management
932
ExodusPoint Capital Management
New York
$335K -$2.3M -38,415 -88%
Voloridge Investment Management
933
Voloridge Investment Management
Florida
$335K +$313K +5,232 New
Stock Yards Bank & Trust
934
Stock Yards Bank & Trust
Kentucky
$333K -$29K -485 -9%
SLF
935
Sun Life Financial
Ontario, Canada
$332K -$120K -2,013 -28%
Empirical Wealth Management
936
Empirical Wealth Management
Washington
$332K +$311K +5,191 New
ANRIA
937
American National Registered Investment Advisor
Texas
$330K -$180 -3 -0.1%
Brighton Jones LLC
938
Brighton Jones LLC
Washington
$330K +$12K +201 +4%
SB
939
Sunflower Bank
Texas
$329K -$78.5K -1,311 -20%
PIMG
940
Patriot Investment Management Group
Tennessee
$329K +$4.07K +68 +1%
CT
941
Caldwell Trust
Florida
$329K -$7.78K -130 -2%
ST
942
Sabal Trust
Florida
$325K -$1.5K -25 -0.5%
CT
943
Chicago Trust
Illinois
$324K +$8.02K +134 +3%
NIM
944
Northeast Investment Management
Massachusetts
$322K +$53.9K +900 +22%
GC
945
Grace Capital
Massachusetts
$320K – – –
Douglas Lane & Associates
946
Douglas Lane & Associates
New York
$318K +$79.2K +1,324 +36%
SC
947
Saybrook Capital
North Carolina
$317K – – –
KOCAA
948
Knights of Columbus Asset Advisors
Connecticut
$317K +$297K +4,964 New
4WM
949
44 Wealth Management
Oregon
$316K +$296K +4,945 New
IHT Wealth Management
950
IHT Wealth Management
Illinois
$314K +$294K +4,910 New