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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
326
Laird Norton Wetherby Wealth Management
California
$285K -$10.3K -121 -4%
HCM
327
Hilton Capital Management
New York
$283K
ACA
328
Atlas Capital Advisors
Wyoming
$279K -$7.74K -91 -3%
Bessemer Group
329
Bessemer Group
New Jersey
$276K
HNB
330
Huntington National Bank
Ohio
$275K +$2.3K +27 +0.9%
BTWM
331
Baker Tilly Wealth Management
Wisconsin
$256K +$239K +2,813 New
AWS
332
Atria Wealth Solutions
New York
$254K +$237K +2,784 New
BL
333
Balentine LLC
Georgia
$252K +$236K +2,776 New
AG
334
Ascent Group
Virginia
$251K +$20.2K +238 +9%
Mercer Global Advisors
335
Mercer Global Advisors
Colorado
$251K -$20.7K -243 -8%
FTDI
336
First Trust Direct Indexing
Massachusetts
$250K +$2.72K +32 +1%
TWP
337
Tempus Wealth Planning
California
$248K
Commonwealth Equity Services
338
Commonwealth Equity Services
Massachusetts
$247K +$10.8K +127 +5%
P
339
Pitcairn
Pennsylvania
$247K +$510 +6 +0.2%
RBC
340
Romano Brothers & Co
Illinois
$245K
Jane Street
341
Jane Street
New York
$244K +$228K +2,686 New
RJFSA
342
Raymond James Financial Services Advisors
Florida
$242K -$755K -8,879 -77%
Zurich Cantonal Bank
343
Zurich Cantonal Bank
Switzerland
$241K -$26.6K -313 -11%
Axa
344
Axa
France
$240K -$3.63M -42,712 -94%
VI
345
Vestcor Inc
New Brunswick, Canada
$239K +$165K +1,945 +286%
PAMS
346
Pictet Asset Management (Switzerland)
Switzerland
$238K +$4.76K +56 +2%
AWM
347
Alterna Wealth Management
Texas
$235K
DC
348
Davenport & Co
Virginia
$235K -$1.61M -18,888 -88%
SPC
349
Sigma Planning Corp
Michigan
$235K -$425 -5 -0.2%
JGC
350
J. Goldman & Co
New York
$234K +$219K +2,577 New