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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
476
Baldwin Wealth Partners
Massachusetts
$36K
Jones Financial Companies
477
Jones Financial Companies
Missouri
$36K +$3.04K +40 +10%
SWM
478
Spire Wealth Management
Virginia
$35K +$32.8K +432 New
GAM
479
Gemmer Asset Management
California
$33K
DSC
480
Duncker Streett & Co
Missouri
$33K +$10.6K +139 +52%
Fuller & Thaler Asset Management
481
Fuller & Thaler Asset Management
California
$30K
AWA
482
Amplius Wealth Advisors
Pennsylvania
$30K +$28.5K +375 New
Baillie Gifford & Co
483
Baillie Gifford & Co
United Kingdom
$29K
VCM
484
Vigilant Capital Management
Maine
$28K
MGIM
485
M&G Investment Management
United Kingdom
$27.1K +$3.82M +50,335 +18%
Rockefeller Capital Management
486
Rockefeller Capital Management
New York
$27K +$21.6K +284 +400%
FPWM
487
FSB Premier Wealth Management
Iowa
$24K +$22.8K +300 New
UB
488
UMB Bank
Missouri
$23K +$22.2K +292 New
FAM
489
Fred Alger Management
New York
$22K -$71.9K -947 -77%
JFGIW
490
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K
CWS
491
Confluence Wealth Services
Pennsylvania
$19K +$18.8K +248 New
ST
492
Sageworth Trust
Pennsylvania
$18K -$57.9K -762 -77%
MCM
493
Manchester Capital Management
Vermont
$18K +$456 +6 +3%
CFN
494
Cordasco Financial Network
Florida
$17K
WTA
495
Washington Trust Advisors
Massachusetts
$17K +$16.4K +216 New
CWC
496
Carolinas Wealth Consulting
North Carolina
$16K
Manulife (Manufacturers Life Insurance)
497
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.5K -$240K -3,163 -2%
QC
498
Quent Capital
New York
$14K +$13K +171 New
KFI
499
Key Financial Inc
Pennsylvania
$13K
ODG
500
O'Dell Group
Ohio
$13K