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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
576
TD Private Client Wealth
New York
$962K -$270K -2,224 -27%
Baird Financial Group
577
Baird Financial Group
Wisconsin
$959K +$717K +5,916 New
CPBTD
578
Central Pacific Bank - Trust Division
Hawaii
$944K +$706K +5,825 New
Koshinski Asset Management
579
Koshinski Asset Management
Illinois
$934K -$289K -2,381 -29%
MWM
580
Modern Wealth Management
Kansas
$931K +$113K +931 +19%
Envestnet Portfolio Solutions
581
Envestnet Portfolio Solutions
Illinois
$931K +$53.7K +443 +8%
Fidelity International
582
Fidelity International
Bermuda
$909K +$200K +1,649 +42%
DCU
583
Dara Capital US
Florida
$900K +$152K +1,251 +29%
IFWM
584
Institute for Wealth Management
Colorado
$898K +$672K +5,541 New
LTAS
585
Linden Thomas Advisory Services
North Carolina
$893K +$7.76K +64 +1%
Twin Tree Management
586
Twin Tree Management
Texas
$893K +$668K +5,511 New
QI
587
Qtron Investments
Massachusetts
$891K -$538K -4,439 -45%
QFA
588
Quantum Financial Advisors
California
$891K – – –
TWP
589
Tower Wealth Partners
Pennsylvania
$891K -$204K -1,678 -23%
HIP
590
HUB Investment Partners
Texas
$890K +$46.7K +385 +8%
IA
591
Inspire Advisors
Idaho
$881K +$675K +5,562 New
PA
592
Profund Advisors
Maryland
$874K -$461K -3,802 -41%
SFI
593
Siemens Fonds Invest
Germany
$873K +$24.4K +201 +4%
BMWM
594
Brown Miller Wealth Management
Virginia
$863K +$645K +5,322 New
MC
595
Maverick Capital
Texas
$857K +$641K +5,289 New
NG
596
Norden Group
Utah
$847K +$634K +5,226 New
PCA
597
Pallas Capital Advisors
Massachusetts
$834K -$101K -831 -14%
JGC
598
J. Goldman & Co
New York
$828K +$620K +5,109 New
TSW
599
Three Seasons Wealth
Utah
$822K +$615K +5,074 New
RIL
600
Rothschild Investment LLC
Illinois
$820K +$2.79K +23 +0.5%