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Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
401
D.B. Root & Company
Pennsylvania
$632K +$10.5K +25 +2%
EOJOAM
402
E. Ohman J:or Asset Management
Sweden
$631K -$211K -500 -26%
MWM
403
Mattern Wealth Management
Kansas
$616K -$14.3K -34 -2%
GFS
404
GYL Financial Synergies
Connecticut
$613K -$21.1K -50 -3%
STC
405
Sarah T. Connolly
$612K
SDIC
406
South Dakota Investment Council
South Dakota
$608K -$1.02M -2,420 -63%
HPC
407
HM Payson & Co
Maine
$607K +$64.1K +152 +12%
VI
408
Versor Investments
New York
$597K +$323K +765 +125%
WB
409
WesBanco Bank
West Virginia
$594K -$54.4K -129 -9%
AWM
410
Avior Wealth Management
Nebraska
$587K -$135K -320 -19%
PSUF
411
People's United Financial
Connecticut
$581K +$565K +1,338 New
Cetera Investment Advisers
412
Cetera Investment Advisers
Illinois
$580K -$95.3K -226 -14%
Creative Planning
413
Creative Planning
Kansas
$580K +$39.7K +94 +8%
CAM
414
Cresset Asset Management
Illinois
$571K -$54.4K -129 -9%
HWMG
415
Hurlow Wealth Management Group
Indiana
$567K
CWP
416
Curated Wealth Partners
California
$562K
QPW
417
Quantum Private Wealth
Florida
$556K -$13.5K -32 -2%
DWA
418
Douglass Winthrop Advisors
New York
$553K
RGC
419
Roberts, Glore & Co
Illinois
$544K -$2.11K -5 -0.4%
DIA
420
Dean Investment Associates
Ohio
$532K -$47.3K -112 -8%
MFA
421
Mayflower Financial Advisors
Massachusetts
$528K +$844 +2 +0.2%
LNC
422
Lincoln National Corp
Pennsylvania
$526K -$21.9K -52 -4%
MS
423
Maven Securities
Jersey
$521K +$325K +770 +179%
BAM
424
Blueshift Asset Management
New Jersey
$518K -$129K -306 -20%
LI
425
LMCG Investments
Massachusetts
$516K +$502K +1,189 New