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Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
576
Independent Solutions Wealth Management
New York
$783K +$742K +15,365 New
CTA
577
Chesley Taft & Associates
Illinois
$781K -$24.1K -500 -3%
DTL
578
Dynamic Technology Lab
Singapore
$779K +$405K +8,388 +122%
GT
579
Greenleaf Trust
Michigan
$772K -$31K -643 -4%
BAC
580
Boys Arnold & Co
North Carolina
$770K -$1.21K -25 -0.2%
GFA
581
Gifford Fong Associates
California
$765K
Jane Street
582
Jane Street
New York
$760K -$38M -787,474 -98%
FT
583
Fiduciary Trust
Massachusetts
$760K -$74.8K -1,550 -9%
PCM
584
Parsons Capital Management
Rhode Island
$756K -$12.9K -267 -2%
LFAS
585
Level Four Advisory Services
Texas
$754K +$98.8K +2,046 +16%
ACM
586
Ategra Capital Management
Virginia
$745K
SM
587
Salzhauer Michael
$745K
1WA
588
180 Wealth Advisors
Washington
$744K +$140K +2,908 +25%
WA
589
WBH Advisory
Maryland
$739K -$46.1K -954 -6%
IIM
590
Intact Investment Management
Quebec, Canada
$734K +$348K +7,200 +100%
BFS
591
Bradley Foster & Sargent
Connecticut
$733K -$30.6K -633 -4%
WTC
592
WhitTier Trust Company
Nevada
$730K -$8.93K -185 -1%
TEE
593
Tibra Equities Europe
United Kingdom
$728K -$17.8M -368,900 -96%
CFA
594
Camarda Financial Advisors
Florida
$727K +$688K +14,254 New
LNWWM
595
Laird Norton Wetherby Wealth Management
California
$719K -$21.2K -440 -3%
OWA
596
One Wealth Advisors
California
$714K -$23.7K -490 -3%
OFS
597
OneAscent Financial Services
Alabama
$713K +$676K +13,994 New
PA
598
Parallel Advisors
California
$707K +$186K +3,851 +38%
AF
599
Aldebaran Financial
$706K -$338K -7,000 -34%
GWCM
600
Godshalk Welsh Capital Management
Pennsylvania
$701K