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Name Holding Trade Value Shares
Change
Change in
Stake
WG
551
Welch Group
Alabama
$431K – – –
APWM
552
Atlas Private Wealth Management
New York
$431K +$426 +8 +0.1%
IA
553
IndexIQ Advisors
New York
$427K -$2.72K -51 -0.7%
WAAG
554
Wealth Alliance Advisory Group
Kansas
$418K +$639 +12 +0.2%
BTWM
555
Baker Tilly Wealth Management
Wisconsin
$418K +$17.3K +324 +5%
RIL
556
Rothschild Investment LLC
Illinois
$417K +$10.8K +203 +3%
VI
557
Vestcor Inc
New Brunswick, Canada
$415K -$43K -808 -10%
JF
558
Jump Financial
Illinois
$414K +$127K +2,392 +47%
FTDI
559
First Trust Direct Indexing
Massachusetts
$413K +$395K +7,419 New
JWCA
560
J.W. Cole Advisors
Florida
$410K -$48.3K -906 -11%
LGA
561
Lebenthal Global Advisors
New York
$410K +$393K +7,372 New
GT
562
Greenleaf Trust
Michigan
$403K +$35.7K +670 +10%
SG
563
StoneX Group
New York
$400K +$149K +2,806 +64%
KMWM
564
Keudell/Morrison Wealth Management
Oregon
$399K -$2.88K -54 -0.7%
WIA
565
Westbourne Investment Advisors
Maryland
$389K -$53.3K -1,000 -13%
CA
566
Capitolis Advisors
New York
$389K – – –
MWM
567
Mission Wealth Management
California
$384K -$84.1K -1,579 -19%
LS
568
Livforsakringsbolaget Skandia
Sweden
$381K – – –
GT
569
Glenview Trust
Kentucky
$379K – – –
TI
570
Tidal Investments
Wisconsin
$379K +$363K +6,820 New
PP
571
PDT Partners
New York
$378K +$362K +6,800 New
GVAG
572
Great Valley Advisor Group
Delaware
$371K -$18.6K -349 -5%
BBHC
573
Brown Brothers Harriman & Co
New York
$362K +$1.81K +34 +0.5%
MYAM
574
Meiji Yasuda Asset Management
Japan
$358K -$70.8K -1,329 -17%
MAFM
575
Mid Atlantic Financial Management
Pennsylvania
$358K -$13.2K -247 -4%