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Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
676
FSB Premier Wealth Management
Iowa
$450K +$276K +1,214 +133%
MCA
677
MSH Capital Advisors
Arizona
$447K +$11.1K +49 +2%
JGUA
678
John G. Ullman & Associates
New York
$444K – – –
Busey Bank
679
Busey Bank
Illinois
$443K – – –
SFI
680
Siemens Fonds Invest
Germany
$439K +$30.9K +136 +7%
BOM
681
Bank of Marin
California
$436K -$2.73K -12 -0.6%
Citizens Financial Group
682
Citizens Financial Group
Rhode Island
$435K +$467K +2,056 New
CW
683
Cook Wealth
North Carolina
$432K +$204K +900 +94%
Welch & Forbes
684
Welch & Forbes
Massachusetts
$429K -$1.82K -8 -0.4%
Confluence Wealth Services
685
Confluence Wealth Services
Pennsylvania
$425K +$70K +308 +18%
IFU
686
iSAM Funds (UK)
United Kingdom
$425K +$456K +2,008 New
FI
687
Fosun International
China
$423K – – –
IAA
688
Ironsides Asset Advisors
North Carolina
$423K – – –
HWA
689
Heartwood Wealth Advisors
Virginia
$422K +$454K +1,997 New
Wedmont Private Capital
690
Wedmont Private Capital
Pennsylvania
$418K +$38.4K +169 +10%
Level Four Advisory Services
691
Level Four Advisory Services
Texas
$418K +$9.77K +43 +2%
WI
692
Wintrust Investments
Illinois
$417K – – –
Park Avenue Securities
693
Park Avenue Securities
New York
$412K -$3.18K -14 -0.7%
Brown Advisory
694
Brown Advisory
Maryland
$411K +$107K +469 +32%
CPBTD
695
Central Pacific Bank - Trust Division
Hawaii
$409K -$515K -2,265 -54%
FFO
696
Fortitude Family Office
Arizona
$406K +$15.4K +68 +4%
PWP
697
Principle Wealth Partners
Connecticut
$406K – – –
Ameritas Investment Partners
698
Ameritas Investment Partners
Nebraska
$405K -$12.9K -57 -3%
BBP
699
Banco BTG Pactual
Brazil
$404K +$370K +1,629 New
BCM
700
Bayesian Capital Management
New York
$402K +$432K +1,900 New