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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
551
Farther Finance Advisors
California
$184K -$24.6K -87 -10%
MAM
552
Morse Asset Management
Connecticut
$182K +$136K +482 +161%
VWM
553
Venturi Wealth Management
Texas
$176K +$36.4K +129 +21%
PS
554
Principal Securities
Iowa
$170K +$60.4K +214 +41%
EMFAT
555
Emerald Mutual Fund Advisers Trust
Pennsylvania
$167K -$45.5K -161 -18%
RS
556
R Squared
Hong Kong
$163K +$198K +700 New
FP
557
Financial Perspectives
Minnesota
$162K
T
558
Tidemark
California
$160K +$1.41K +5 +0.7%
WTC
559
WhitTier Trust Company
Nevada
$156K -$4.07M -14,424 -96%
QC
560
Quent Capital
New York
$155K -$5.08K -18 -3%
AF
561
Allworth Financial
California
$151K +$2.82K +10 +2%
EDRH
562
Edmond de Rothschild Holding
Switzerland
$148K
SM
563
STF Management
Texas
$148K -$118K -419 -40%
VSQM
564
V-Square Quantitative Management
Illinois
$144K +$175K +618 New
PPA
565
Pilgrim Partners Asia
Singapore
$140K +$169K +600 New
LS
566
Livforsakringsbolaget Skandia
Sweden
$130K
SAM
567
Shell Asset Management
Netherlands
$127K
TCG
568
Transcendent Capital Group
Oklahoma
$124K
RS
569
Rakuten Securities
Japan
$115K +$45.5K +161 +48%
Fifth Third Bancorp
570
Fifth Third Bancorp
Ohio
$114K -$33K -117 -19%
FHA
571
First Horizon Advisors
Tennessee
$113K +$65.5K +232 +91%
IWA
572
Icon Wealth Advisors
Texas
$103K +$11.3K +40 +10%
LWCFA
573
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$101K
ACM
574
Aster Capital Management
United Arab Emirates
$96.6K +$117K +415 New
CL
575
CSS LLC
Illinois
$93.1K +$113K +400 New