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Name Holding Trade Value Shares
Change
Change in
Stake
FBT
426
First Bankers Trust
Kentucky
$420K
GAM
427
Gotham Asset Management
New York
$414K +$102K +1,216 +30%
CWP
428
Curated Wealth Partners
California
$413K +$436K +5,206 New
IWC
429
Integrated Wealth Concepts
Massachusetts
$408K +$1.42K +17 +0.3%
CFMC
430
Curbstone Financial Management Corp
New Hampshire
$404K -$62.7K -750 -13%
SIC
431
Sigma Investment Counselors
Michigan
$401K
TRCT
432
Tower Research Capital (TRC)
New York
$394K -$307K -3,672 -42%
PA
433
Profund Advisors
Maryland
$389K -$148K -1,772 -27%
SYBT
434
Stock Yards Bank & Trust
Kentucky
$388K
DADC
435
D.A. Davidson & Co
Montana
$383K
CFA
436
CWS Financial Advisors
Michigan
$380K +$4.35K +52 +1%
CIBC Asset Management
437
CIBC Asset Management
Ontario, Canada
$378K -$7.36K -88 -2%
Envestnet Portfolio Solutions
438
Envestnet Portfolio Solutions
Illinois
$375K -$17.9K -214 -4%
EWA
439
EP Wealth Advisors
California
$375K -$335 -4 -0.1%
HPC
440
HM Payson & Co
Maine
$372K -$34.7K -415 -8%
LNWWM
441
Laird Norton Wetherby Wealth Management
California
$370K +$586 +7 +0.2%
TMAM
442
Tokio Marine Asset Management
Japan
$369K -$255K -3,054 -40%
SPIA
443
Steward Partners Investment Advisory
New York
$366K -$5.44K -65 -1%
MIM
444
Marco Investment Management
Georgia
$365K
CTWM
445
Cherry Tree Wealth Management
Minnesota
$363K
Brown Advisory
446
Brown Advisory
Maryland
$353K +$1.25K +15 +0.3%
PHAM
447
Palisades Hudson Asset Management
Florida
$350K
FTDI
448
First Trust Direct Indexing
Massachusetts
$341K +$43.2K +516 +14%
CFGSD
449
Compass Financial Group (South Dakota)
South Dakota
$339K +$1.17K +14 +0.3%
KWM
450
Kolinsky Wealth Management
New Jersey
$335K +$167 +2 +0%