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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
676
Schechter Investment Advisors
Michigan
$481K +$443K +15,032 New
ALAM
677
Asahi Life Asset Management
Japan
$478K -$52.5K -1,780 -11%
BFA
678
Beaumont Financial Advisors
Massachusetts
$475K
BTWM
679
Baker Tilly Wealth Management
Wisconsin
$475K +$72.3K +2,452 +20%
IIC
680
Ironwood Investment Counsel
Arizona
$472K
PK
681
Pflug Koory
Nebraska
$470K
AFS
682
Access Financial Services
Minnesota
$468K +$295 +10 +0.1%
Wolverine Trading
683
Wolverine Trading
Illinois
$465K -$161K -5,450 -27%
DAM
684
Delta Asset Management
Tennessee
$463K -$531 -18 -0.1%
BP
685
Ballentine Partners
Massachusetts
$463K +$184K +6,246 +76%
CT
686
Caldwell Trust
Florida
$458K +$19K +646 +5%
RP
687
Rowlandmiller & Partners
Georgia
$458K +$422K +14,300 New
CG
688
Caprock Group
Idaho
$457K +$86.7K +2,942 +26%
VF
689
Virtu Financial
New York
$457K +$421K +14,274 New
WJWM
690
Williams Jones Wealth Management
New York
$451K -$1.24K -42 -0.3%
OPS
691
Orion Portfolio Solutions
Nebraska
$448K -$23.7K -804 -5%
MHC
692
Meyer Handelman Company
New York
$448K
E
693
Ergoteles
New York
$446K +$411K +13,932 New
BFO
694
Boston Family Office
Massachusetts
$445K
AIM
695
Anchor Investment Management
South Carolina
$442K +$208K +7,040 +104%
BFPW
696
BOK Financial Private Wealth
Colorado
$440K +$4.3K +146 +1%
WI
697
Wahed Invest
New York
$440K +$405K +13,740 New
BWM
698
BerganKDV Wealth Management
Minnesota
$437K +$4.01K +136 +1%
SF
699
Synovus Financial
Georgia
$436K -$51.2K -1,738 -11%
9WM
700
9258 Wealth Management
Ohio
$434K +$1K +34 +0.3%