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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
576
Aquila Investment Management
New York
$395K +$354K +6,000 New
TNBTD
577
Trustmark National Bank Trust Department
Mississippi
$395K -$18.7K -318 -5%
LNWWM
578
Laird Norton Wetherby Wealth Management
California
$391K -$5.89K -100 -2%
OAM
579
Oppenheimer Asset Management
New York
$391K +$62.2K +1,056 +22%
WCM
580
Whitener Capital Management
North Carolina
$385K -$6.13K -104 -2%
DFCM
581
Dark Forest Capital Management
Puerto Rico
$384K -$467K -7,932 -58%
CAG
582
Crestwood Advisors Group
Massachusetts
$384K +$59.6K +1,012 +21%
SYBT
583
Stock Yards Bank & Trust
Kentucky
$380K
FHC
584
First Heartland Consultants
Missouri
$379K +$340K +5,762 New
PPWP
585
Premier Path Wealth Partners
New Jersey
$370K -$1.89K -32 -0.6%
AF
586
Allworth Financial
California
$370K -$143K -2,426 -30%
VSQM
587
V-Square Quantitative Management
Illinois
$368K -$7.78K -132 -2%
FPAS
588
Focus Partners Advisor Solutions
Missouri
$367K +$22K +374 +7%
SWP
589
Strategic Wealth Partners
Ohio
$367K
KeyBank National Association
590
KeyBank National Association
Ohio
$366K +$236 +4 +0.1%
CWP
591
Concord Wealth Partners
Virginia
$364K +$31.5K +534 +11%
ONSWM
592
Old North State Wealth Management
North Carolina
$363K +$63.9K +1,084 +25%
DT
593
Diversified Trust
Tennessee
$360K -$3.65M -61,990 -92%
FMLI
594
Fukoku Mutual Life Insurance
Japan
$359K
SWM
595
Segment Wealth Management
Texas
$359K +$13.6K +230 +4%
DAS
596
Dynamic Advisor Solutions
Arizona
$356K -$9.78K -166 -3%
MPM
597
MBB Public Markets
Illinois
$355K -$1.48M -25,190 -82%
HW
598
Hancock Whitney
Mississippi
$355K +$7.54K +128 +2%
EWM
599
Executive Wealth Management
Michigan
$351K +$1.06K +18 +0.3%
CCA
600
Checchi Capital Advisers
California
$349K +$2.71K +46 +0.9%