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Name Holding Trade Value Shares
Change
Change in
Stake
TF
501
TIAA FSB
Florida
$347K +$7.24K +17 +2%
BFW
502
Brady Family Wealth
Missouri
$344K +$365K +858 New
BIM
503
Baldwin Investment Management
Pennsylvania
$337K +$358K +841 New
HTC
504
Haverford Trust Company
Pennsylvania
$335K – – –
XT
505
XTX Topco
Cayman Islands
$332K +$353K +828 New
Carson Wealth (CWM LLC)
506
Carson Wealth (CWM LLC)
Nebraska
$329K +$106K +249 +44%
SWM
507
Spire Wealth Management
Virginia
$326K -$2.56K -6 -0.7%
CG
508
Colony Group
Massachusetts
$326K – – –
PAM
509
Paradigm Asset Management
New York
$321K +$341K +800 New
QCM
510
Qsemble Capital Management
New York
$321K +$341K +800 New
Cerity Partners
511
Cerity Partners
New York
$316K +$336K +788 New
PCM
512
Parsons Capital Management
Rhode Island
$315K +$14.5K +34 +5%
SCA
513
Stokes Capital Advisors
South Carolina
$313K – – –
BFG
514
Bleakley Financial Group
New Jersey
$308K +$327K +768 New
ONB
515
Old National Bancorp
Indiana
$308K +$69.4K +163 +27%
GDP
516
Great Diamond Partners
Maine
$307K -$4.26K -10 -1%
FBC
517
Fairfield, Bush & Co
Connecticut
$305K +$324K +760 New
DBIA
518
Dumont & Blake Investment Advisors
New Jersey
$304K +$426 +1 +0.1%
MAP
519
Milestone Advisory Partners
North Carolina
$301K – – –
SG Americas Securities
520
SG Americas Securities
New York
$300K -$848K -1,990 -73%
LNWWM
521
Laird Norton Wetherby Wealth Management
California
$299K -$12.8K -30 -4%
AWAU
522
Alliance Wealth Advisors (Utah)
Utah
$294K +$313K +734 New
QT
523
Quantamental Technologies
New York
$293K +$311K +731 New
AC
524
Apella Capital
Connecticut
$293K – – –
AR
525
Apeiron RIA
Texas
$291K +$5.11K +12 +2%