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Name Holding Trade Value Shares
Change
Change in
Stake
CT
301
Caldwell Trust
Florida
$1.04M -$12.8K -314 -1%
HBT
302
Hills Bank & Trust
Iowa
$1.03M -$46.3K -1,131 -4%
TC
303
Taika Capital
Florida
$1.03M +$1.03M +25,150 New
TRCT
304
Tower Research Capital (TRC)
New York
$1.02M -$167K -4,081 -14%
XF
305
XML Financial
Maryland
$1.02M -$43.4K -1,061 -4%
IWM
306
IHT Wealth Management
Illinois
$1.01M +$338K +8,266 +50%
BWP
307
Baldwin Wealth Partners
Massachusetts
$996K +$974K +23,821 +7,467%
LNB
308
Ledyard National Bank
$993K +$193K +4,712 +24%
FTDI
309
First Trust Direct Indexing
Massachusetts
$992K -$11.6K -283 -1%
PCG
310
Prosperity Consulting Group
Maryland
$979K +$980K +23,946 New
Baird Financial Group
311
Baird Financial Group
Wisconsin
$977K -$2.91M -71,209 -75%
ACM
312
Ativo Capital Management
Illinois
$965K -$6.09K -149 -0.6%
MHC
313
Meyer Handelman Company
New York
$964K
LI
314
Lafayette Investments
Maryland
$953K
William Blair & Company
315
William Blair & Company
Illinois
$952K -$10.3K -252 -1%
GAA
316
Green Alpha Advisors
Colorado
$949K -$30.1K -735 -3%
Invesco
317
Invesco
Georgia
$943K -$443K -10,841 -32%
SFA
318
Sequoia Financial Advisors
Ohio
$938K +$23.6K +577 +3%
P
319
&Partners
Tennessee
$936K +$300K +7,336 +46%
AWC
320
Abundance Wealth Counselors
Pennsylvania
$916K +$29.9K +731 +3%
CPBTD
321
Central Pacific Bank - Trust Division
Hawaii
$914K -$8.18K -200 -0.9%
Susquehanna International Group
322
Susquehanna International Group
Pennsylvania
$914K +$914K +22,347 New
DWP
323
Daymark Wealth Partners
Ohio
$913K -$136K -3,335 -13%
PGFC
324
Peapack-Gladstone Financial Corp
New Jersey
$907K -$45.3K -1,107 -5%
NBT
325
Northwest Bank & Trust
Iowa
$904K +$2.5K +61 +0.3%