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Name Holding Trade Value Shares
Change
Change in
Stake
YWP
401
YorkBridge Wealth Partners
New York
$136K +$130K +2,325 New
WAM
402
Wealthspire Advisors (Maryland)
Maryland
$132K -$56 -1 -0%
Bessemer Group
403
Bessemer Group
New Jersey
$131K -$125K -2,220 -52%
NFG
404
Next Financial Group
Texas
$129K
FBT
405
First Bank & Trust
South Dakota
$125K +$109K +1,939 New
Group One Trading
406
Group One Trading
Illinois
$121K -$97.3K -1,734 -48%
AOWM
407
Alpha Omega Wealth Management
Virginia
$113K -$6.79K -121 -6%
FMT
408
First Mercantile Trust
Tennessee
$109K -$1.45M -25,774 -94%
ARMT
409
Amica Retiree Medical Trust
Rhode Island
$98K
BBHC
410
Brown Brothers Harriman & Co
New York
$98K +$85.6K +1,525 New
VIM
411
Veritas Investment Management
United Kingdom
$97K +$84.2K +1,500 New
CBOA
412
Commonwealth Bank of Australia
Australia
$96K -$1.85K -33 -2%
GRP
413
Global Retirement Partners
California
$78K +$68K +1,212 New
NIPH
414
NN Investment Partners Holdings
Netherlands
$77K
AAP
415
Arax Advisory Partners
Colorado
$58K +$50.9K +907 New
Federated Hermes
416
Federated Hermes
Pennsylvania
$53K +$6.4K +114 +16%
Robeco Institutional Asset Management
417
Robeco Institutional Asset Management
Netherlands
$52K -$512K -9,125 -92%
AAM
418
Advisors Asset Management
Colorado
$52K
WAM
419
Wolverine Asset Management
Illinois
$51K
GLI
420
Guardian Life Insurance
New York
$47K
ACS
421
Archford Capital Strategies
Illinois
$41K +$36K +642 New
NFM
422
North Forty Management
Washington
$40K +$34.9K +622 New
PIA
423
Piedmont Investment Advisors
North Carolina
$34.7K +$30K +535 +13,375%
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$33K +$6.79K +121 +31%
FFC
425
First Financial Corp
Indiana
$30K