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Name Holding Trade Value Shares
Change
Change in
Stake
TMAM
451
Tokio Marine Asset Management
Japan
$249K +$237K +54 New
Baird Financial Group
452
Baird Financial Group
Wisconsin
$245K -$30.8K -7 -12%
SW
453
SVB Wealth
Massachusetts
$240K +$229K +52 New
FL
454
Fort LP
Maryland
$235K -$8.79K -2 -4%
JF
455
Jump Financial
Illinois
$235K +$224K +51 New
Vontobel Holding
456
Vontobel Holding
Switzerland
$233K +$224K +51 New
MVA
457
Mount Vernon Associates
Maryland
$231K +$220K +50 New
VF
458
Virtu Financial
New York
$231K +$220K +50 New
WTB
459
Washington Trust Bank
Washington
$231K +$220K +50 New
FC
460
FCA Corp
Texas
$231K +$220K +50 New
DEA
461
DoubleLine ETF Adviser
Florida
$226K +$215K +49 New
CPW
462
Crestmont Private Wealth
Texas
$221K +$211K +48 New
MSAM
463
Moloney Securities Asset Management
Missouri
$221K +$211K +48 New
TSW
464
Thompson Siegel & Walmsley
Virginia
$217K – – –
NA
465
NewEdge Advisors
Louisiana
$217K -$30.8K -7 -12%
TAM
466
Tocqueville Asset Management
New York
$217K +$207K +47 New
BWA
467
BDO Wealth Advisors
Florida
$212K -$48.4K -11 -19%
SW
468
SkyOak Wealth
Michigan
$212K -$26.4K -6 -12%
UPC
469
Utah Peaks Capital
Utah
$212K +$202K +46 New
PIM
470
Penobscot Investment Management
Massachusetts
$208K +$198K +45 New
EL
471
EMFO LLC
Florida
$203K – – –
MIM
472
Macroview Investment Management
Maryland
$198K – – –
Northwestern Mutual Wealth Management
473
Northwestern Mutual Wealth Management
Wisconsin
$180K -$48.4K -11 -22%
JWA
474
JFS Wealth Advisors
Pennsylvania
$180K – – –
WI
475
Wahed Invest
New York
$171K +$163K +37 New