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Name Holding Trade Value Shares
Change
Change in
Stake
ORC
451
O'Rourke & Company
Massachusetts
$402K -$57.8K -3,124 -13%
SPIA
452
Steward Partners Investment Advisory
New York
$401K +$21.5K +1,163 +6%
KWM
453
Kingsview Wealth Management
Oregon
$397K +$10.5K +568 +3%
ALAM
454
Asahi Life Asset Management
Japan
$394K
ACM
455
Aster Capital Management
United Arab Emirates
$390K +$386K +20,873 New
CRC
456
Curi RMB Capital
Illinois
$388K +$384K +20,735 New
BTI
457
Blue Trust Inc
Georgia
$384K -$64.8K -3,498 -15%
SAM
458
Shell Asset Management
Netherlands
$380K -$609K -32,897 -62%
NG
459
Norden Group
Utah
$376K +$138K +7,457 +59%
LA
460
Lynch & Associates
Indiana
$373K
IPWA
461
International Private Wealth Advisors
California
$367K -$49.4K -2,670 -12%
BIG
462
Brooklyn Investment Group
New York
$365K -$3.98K -215 -1%
BP
463
Ballentine Partners
Massachusetts
$365K -$611 -33 -0.2%
DWT
464
Dorsey & Whitney Trust
South Dakota
$364K -$3.44K -186 -0.9%
DWP
465
Daymark Wealth Partners
Ohio
$363K +$7.04K +380 +2%
FT
466
Fiduciary Trust
Massachusetts
$362K +$25K +1,348 +7%
IWC
467
Integrated Wealth Concepts
Massachusetts
$362K +$6.13K +331 +2%
HW
468
Hancock Whitney
Mississippi
$357K -$56 -3 -0%
MFS
469
Mattson Financial Services
Michigan
$356K -$8.05K -435 -2%
MYLI
470
Meiji Yasuda Life Insurance
Japan
$355K +$351K +18,981 New
RWM
471
Ritholtz Wealth Management
New York
$354K +$351K +18,953 New
PCM
472
Polymer Capital Management
New York
$346K +$342K +18,486 New
BWA
473
Beam Wealth Advisors
Louisiana
$344K -$46K -2,487 -12%
VT
474
Vise Technologies
New York
$344K -$190K -10,248 -36%
SWM
475
Shakespeare Wealth Management
Wisconsin
$339K