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Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
651
SG Americas Securities
New York
$390K -$4.21M -161,760 -92%
MG
652
Mather Group
Illinois
$388K -$9.21K -354 -2%
BFA
653
Beaumont Financial Advisors
Massachusetts
$386K
WPW
654
Waldron Private Wealth
Pennsylvania
$385K -$41.8K -1,606 -10%
PK
655
Pflug Koory
Nebraska
$382K -$7.28K -280 -2%
SBH
656
Segall Bryant & Hamill
Illinois
$381K
BWP
657
Baldwin Wealth Partners
Massachusetts
$380K
DAM
658
Delta Asset Management
Tennessee
$379K
AFS
659
Access Financial Services
Minnesota
$379K +$260 +10 +0.1%
IC
660
IEQ Capital
California
$378K +$129K +4,948 +52%
TI
661
Tidal Investments
Wisconsin
$377K +$160K +6,142 +73%
LSAG
662
Lake Street Advisors Group
New Hampshire
$376K -$2.13K -82 -0.6%
EFS
663
Essex Financial Services
Connecticut
$376K
CTC
664
Central Trust Company
Missouri
$371K
ClearBridge Investments
665
ClearBridge Investments
New York
$371K +$9.52K +366 +3%
CT
666
Caldwell Trust
Florida
$368K +$23.4K +900 +7%
WJWM
667
Williams Jones Wealth Management
New York
$367K +$1.09K +42 +0.3%
HSA
668
HBK Sorce Advisory
Pennsylvania
$366K +$70.6K +2,712 +24%
BG
669
Bellevue Group
Switzerland
$364K
MHC
670
Meyer Handelman Company
New York
$364K
PP
671
PrairieView Partners
Minnesota
$364K
WF
672
WoodTrust Financial
Wisconsin
$364K +$130K +5,000 +56%
Wolverine Trading
673
Wolverine Trading
Illinois
$363K +$365K +14,030 New
CI
674
Conning Inc
Connecticut
$362K -$34.9K -1,342 -9%
BFO
675
Boston Family Office
Massachusetts
$361K