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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
451
Brown Brothers Harriman & Co
New York
$455K +$365K +1,802 +5,006%
PGFC
452
Peapack-Gladstone Financial Corp
New Jersey
$450K
SCM
453
Shapiro Capital Management
Georgia
$445K
II
454
Inspire Investing
Idaho
$444K -$40.6K -200 -10%
AWS
455
Atria Wealth Solutions
New York
$442K -$608 -3 -0.2%
RRCM
456
Rappaport Reiches Capital Management
Illinois
$441K +$811 +4 +0.2%
NP
457
NorthRock Partners
Minnesota
$438K +$98.8K +487 +38%
CCWM
458
Correct Capital Wealth Management
Missouri
$433K +$355K +1,751 New
Vontobel Holding
459
Vontobel Holding
Switzerland
$432K -$2.43K -12 -0.7%
WSTAM
460
Wilbanks Smith & Thomas Asset Management
Virginia
$428K -$1.42K -7 -0.4%
HPC
461
HM Payson & Co
Maine
$424K
HAG
462
HighPoint Advisor Group
Illinois
$424K +$329K +1,623 New
HI
463
Horizon Investments
North Carolina
$423K +$7.1K +35 +2%
PA
464
Profund Advisors
Maryland
$412K +$51.7K +255 +18%
IIC
465
Ironwood Investment Counsel
Arizona
$408K
WJWM
466
Williams Jones Wealth Management
New York
$408K -$1.01K -5 -0.3%
TTWM
467
TCV Trust & Wealth Management
Virginia
$396K
Verition Fund Management
468
Verition Fund Management
Connecticut
$385K -$638K -3,147 -67%
EWA
469
EverSource Wealth Advisors
Alabama
$384K +$6.08K +30 +2%
PTC
470
Private Trust Company
Ohio
$380K +$203 +1 +0.1%
XT
471
XTX Topco
Cayman Islands
$379K -$281K -1,386 -48%
GT
472
Greenleaf Trust
Michigan
$373K +$12.4K +61 +4%
VA
473
Vident Advisory
Georgia
$372K -$6.29K -31 -2%
TA
474
TrueWealth Advisors
Alabama
$372K -$9.13K -45 -3%
VWMG
475
Virginia Wealth Management Group
Virginia
$371K