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Name Holding Trade Value Shares
Change
Change in
Stake
PSP
451
Principal Street Partners
Tennessee
$825K -$110K -2,339 -11%
TCM
452
Twin Capital Management
Pennsylvania
$817K +$848K +18,036 New
LA
453
Lakeside Advisors
Washington
$816K -$11.5K -245 -1%
S
454
Seeyond
France
$816K +$43.8K +932 +5%
LPIC
455
LeJeune Puetz Investment Counsel
Michigan
$810K -$122K -2,600 -13%
Carson Wealth (CWM LLC)
456
Carson Wealth (CWM LLC)
Nebraska
$810K +$139K +2,960 +20%
Jane Street
457
Jane Street
New York
$808K -$546K -11,608 -39%
ADL
458
Asset Dedication LLC
California
$798K +$112K +2,389 +16%
VAS
459
Vestmark Advisory Solutions
Massachusetts
$795K +$825K +17,539 New
RC
460
Resolution Capital
Australia
$792K +$23.5K +500 +3%
SFI
461
Siemens Fonds Invest
Germany
$791K -$3.85K -82 -0.5%
CTC
462
Central Trust Company
Missouri
$789K -$268K -5,700 -25%
IGWM
463
ICA Group Wealth Management
Colorado
$787K -$11.9K -253 -1%
GIA
464
Gladstone Institutional Advisory
Florida
$785K -$281K -5,987 -26%
ASN
465
Advisory Services Network
Georgia
$780K +$81.9K +1,742 +11%
GT
466
Greenleaf Trust
Michigan
$779K +$81.9K +1,743 +11%
NA
467
NewEdge Advisors
Louisiana
$764K +$145K +3,091 +22%
S
468
SignatureFD
Georgia
$763K +$304K +6,468 +62%
SWP
469
Stratos Wealth Partners
Ohio
$744K -$9.69K -206 -1%
IAN
470
Integrated Advisors Network
Texas
$743K -$36.8K -783 -5%
CT
471
Caldwell Trust
Florida
$739K +$586K +12,464 +324%
IAA
472
Independent Advisor Alliance
North Carolina
$738K -$21.8K -464 -3%
PFO
473
Pathstone Family Office
New Jersey
$733K +$179K +3,806 +31%
FWCM
474
Ferguson Wellman Capital Management
Oregon
$730K +$84.6K +1,800 +13%
ISWM
475
Independent Solutions Wealth Management
New York
$726K +$137K +2,919 +22%