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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
576
Compagnie Lombard Odier SCmA
Switzerland
$442K -$477K -13,950 -52%
WS
577
Wedbush Securities
California
$440K +$6.09K +178 +1%
FMWA
578
Forvis Mazars Wealth Advisors
Missouri
$437K +$54.5K +1,594 +15%
IWA
579
IBEX Wealth Advisors
New Jersey
$431K – – –
WAM
580
Wealthspire Advisors (Maryland)
Maryland
$430K +$46.7K +1,364 +12%
MMPW
581
Mitchell McLeod Pugh & Williams
Alabama
$429K – – –
SFA
582
Sequoia Financial Advisors
Ohio
$423K -$46.1K -1,346 -10%
GT
583
Greenleaf Trust
Michigan
$422K +$168K +4,902 +68%
ZIC
584
ZWJ Investment Counsel
Georgia
$421K +$29.4K +858 +8%
TMAM
585
Tokio Marine Asset Management
Japan
$419K -$162K -4,735 -28%
HBT
586
Hills Bank & Trust
Iowa
$415K -$109K -3,173 -21%
Bessemer Group
587
Bessemer Group
New Jersey
$413K -$11.3K -331 -3%
SB
588
Suntrust Banks
Georgia
$412K +$30.5K +892 +8%
CFG
589
Citizens Financial Group
Rhode Island
$407K -$93.5K -2,733 -19%
FIM
590
Freedom Investment Management
Connecticut
$406K +$47.1K +1,377 +13%
MA
591
Montag & Associates
Georgia
$404K – – –
BWP
592
Baldwin Wealth Partners
Massachusetts
$402K -$156K -4,545 -28%
ZCA
593
Zeke Capital Advisors
Pennsylvania
$400K +$41.5K +1,212 +12%
WI
594
Wintrust Investments
Illinois
$386K -$2.19K -64 -0.6%
Verition Fund Management
595
Verition Fund Management
Connecticut
$382K +$375K +10,946 New
RGC
596
Roberts, Glore & Co
Illinois
$380K – – –
CCA
597
Checchi Capital Advisers
California
$379K -$37K -1,080 -9%
QSS
598
Quantitative Systematic Strategies
Florida
$377K -$1.5M -43,931 -80%
IIM
599
Intact Investment Management
Quebec, Canada
$377K – – –
BFG
600
Beacon Financial Group
Texas
$375K -$8.25K -241 -2%