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Name Holding Trade Value Shares
Change
Change in
Stake
RJT
526
Raymond James Trust
Florida
$326K +$15K +233 +5%
William Blair & Company
527
William Blair & Company
Illinois
$325K +$11.7K +181 +4%
ISWM
528
Independent Solutions Wealth Management
New York
$324K -$44K -684 -12%
UCB
529
United Community Bank
South Carolina
$324K
SRSA
530
S.R. Schill & Associates
Washington
$319K +$13.3K +206 +4%
MAM
531
Meeder Asset Management
Ohio
$316K +$243K +3,778 +294%
AG
532
Appleton Group
Wisconsin
$315K +$326K +5,060 New
CP
533
Covenant Partners
Tennessee
$313K -$251K -3,890 -44%
CT
534
Cambridge Trust
Massachusetts
$313K
SQA
535
Simon Quick Advisors
New Jersey
$313K +$323K +5,014 New
AWCI
536
Alpine Woods Capital Investors
New York
$312K
SI
537
Symmetry Investments
Jersey
$312K +$322K +5,000 New
BMCM
538
Burns Matteson Capital Management
New York
$310K -$422K -6,557 -57%
MGIA
539
Moneta Group Investment Advisors
Missouri
$309K -$125K -1,940 -28%
AA
540
ALPS Advisors
Colorado
$309K -$76.3K -1,185 -19%
WI
541
Wahed Invest
New York
$306K +$17.7K +275 +6%
FP
542
Foundry Partners
Minnesota
$300K +$309K +4,806 New
FRM
543
Fox Run Management
Connecticut
$298K +$307K +4,775 New
MWPCG
544
Measured Wealth Private Client Group
New Hampshire
$296K +$1.16K +18 +0.4%
Cetera Investment Advisers
545
Cetera Investment Advisers
Illinois
$286K +$295K +4,587 New
CCM
546
CAAS Capital Management
New York
$285K +$48.6K +755 +20%
NG
547
Northstar Group
New York
$283K
BAMF
548
BI Asset Management Fondsmaeglerselskab
Denmark
$282K -$837 -13 -0.3%
HCA
549
Harbour Capital Advisors
Virginia
$281K +$292K +4,530 New
BWG
550
Beta Wealth Group
California
$280K