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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
576
Creative Financial Designs
Indiana
$60K
CBT
577
CoreFirst Bank & Trust
Kansas
$59K +$52.3K +3,591 New
TWM
578
Tradition Wealth Management
Minnesota
$57K +$50.3K +3,452 New
T
579
TOBAM
France
$57K +$50.7K +3,482 New
OSAM
580
O'Shaughnessy Asset Management
Connecticut
$53K +$22.4K +1,541 +92%
AWG
581
Altus Wealth Group
Colorado
$51K +$45.1K +3,093 New
WTC
582
WhitTier Trust Company
Nevada
$50K
WT
583
Washington Trust
Rhode Island
$49K
Loomis, Sayles & Company
584
Loomis, Sayles & Company
Massachusetts
$49K +$9.15K +628 +26%
CWP
585
Concord Wealth Partners
Virginia
$49K +$43.7K +3,000 New
FCH
586
Freestone Capital Holdings
Washington
$45.9K +$7.53K +517 +23%
RWA
587
Ropes Wealth Advisors
Massachusetts
$45K +$2.32K +159 +6%
PA
588
Parallel Advisors
California
$44K -$105K -7,181 -73%
MF
589
Manchester Financial
California
$43K
SIM
590
Sonora Investment Management
Arizona
$42K -$2.46K -169 -6%
ADIM
591
Alpha DNA Investment Management
Maryland
$40K +$35.8K +2,455 New
CIA
592
CSat Investment Advisory
Michigan
$39K -$41.8K -2,871 -55%
TPCW
593
TD Private Client Wealth
New York
$37K -$11.9K -819 -27%
BCWM
594
Bartlett & Co Wealth Management
Ohio
$36.1K +$1.95K +134 +6%
BC
595
Bartlett & Co
Ohio
$36K +$1.95K +134 +6%
WB
596
Webster Bank
Connecticut
$35K
HR
597
Howe & Rusling
New York
$33K +$670 +46 +2%
PCM
598
Penserra Capital Management
California
$33K +$5.78K +397 +24%
PFGIA
599
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$5.96K +409 +25%
ACM
600
AUA Capital Management
Pennsylvania
$32K