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Name Holding Trade Value Shares
Change
Change in
Stake
BFW
501
Brady Family Wealth
Missouri
$344K +$365K +858 New
BIM
502
Baldwin Investment Management
Pennsylvania
$337K +$358K +841 New
HTC
503
Haverford Trust Company
Pennsylvania
$335K
XT
504
XTX Topco
Cayman Islands
$332K +$353K +828 New
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$329K +$106K +249 +44%
SWM
506
Spire Wealth Management
Virginia
$326K -$2.56K -6 -0.7%
CG
507
Colony Group
Massachusetts
$326K
PAM
508
Paradigm Asset Management
New York
$321K +$341K +800 New
QCM
509
Qsemble Capital Management
New York
$321K +$341K +800 New
Cerity Partners
510
Cerity Partners
New York
$316K +$336K +788 New
PCM
511
Parsons Capital Management
Rhode Island
$315K +$14.5K +34 +5%
SCA
512
Stokes Capital Advisors
South Carolina
$313K
BFG
513
Bleakley Financial Group
New Jersey
$308K +$327K +768 New
ONB
514
Old National Bancorp
Indiana
$308K +$69.4K +163 +27%
GDP
515
Great Diamond Partners
Maine
$307K -$4.26K -10 -1%
FBC
516
Fairfield, Bush & Co
Connecticut
$305K +$324K +760 New
DBIA
517
Dumont & Blake Investment Advisors
New Jersey
$304K +$426 +1 +0.1%
MAP
518
Milestone Advisory Partners
North Carolina
$301K
SG Americas Securities
519
SG Americas Securities
New York
$300K -$848K -1,990 -73%
LNWWM
520
Laird Norton Wetherby Wealth Management
California
$299K -$12.8K -30 -4%
AWAU
521
Alliance Wealth Advisors (Utah)
Utah
$294K +$313K +734 New
QT
522
Quantamental Technologies
New York
$293K +$311K +731 New
AC
523
Apella Capital
Connecticut
$293K
AR
524
Apeiron RIA
Texas
$291K +$5.11K +12 +2%
SIM
525
Sentry Investment Management
Wisconsin
$288K +$144K +339 +90%