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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
551
Patton Fund Management
Texas
$217K +$21.9K +3 +10%
WIM
552
WealthPlan Investment Management
Nebraska
$217K +$36.4K +5 +18%
William Blair & Company
553
William Blair & Company
Illinois
$217K +$241K +33 New
Baird Financial Group
554
Baird Financial Group
Wisconsin
$211K -$14.6K -2 -6%
NW
555
NewEdge Wealth
Pennsylvania
$204K -$80.2K -11 -26%
PP
556
Prudential plc
United Kingdom
$204K
CAM
557
Cidel Asset Management
Ontario, Canada
$204K +$226K +31 New
SWM
558
Spire Wealth Management
Virginia
$198K -$160K -22 -42%
HFS
559
Hughes Financial Services
Virginia
$198K +$14.6K +2 +7%
BCWM
560
Bartlett & Co Wealth Management
Ohio
$190K
ACA
561
American Capital Advisory
Idaho
$171K
BA
562
Bard Associates
Illinois
$171K +$168K +23 +767%
FAM
563
Fulcrum Asset Management
United Kingdom
$162K -$21.9K -3 -11%
WTC
564
WhitTier Trust Company
Nevada
$148K +$109K +15 +214%
AA
565
Ancora Advisors
Ohio
$138K -$14.6K -2 -9%
NS
566
NBC Securities
Alabama
$132K
BC
567
Bayforest Capital
United Kingdom
$125K -$14.6K -2 -10%
FFA
568
Farther Finance Advisors
California
$107K +$29.2K +4 +33%
BBPWM
569
Blue Bell Private Wealth Management
Pennsylvania
$105K
MG
570
Mather Group
Illinois
$105K +$117K +16 New
CAL
571
Capital Advisors Ltd
Ohio
$99K +$7.29K +1 +7%
MCM
572
MV Capital Management
Maryland
$98.8K +$43.7K +6 +67%
PFBT
573
Parkside Financial Bank & Trust
Missouri
$98.8K +$43.7K +6 +67%
SPIA
574
Steward Partners Investment Advisory
New York
$92.3K +$14.6K +2 +17%
UB
575
UMB Bank
Missouri
$92.3K +$58.3K +8 +133%