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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
401
Versant Capital Management
Arizona
$30.5K -$53.2K -548 -67%
SAM
402
Smartleaf Asset Management
Massachusetts
$29.3K -$113K -1,167 -82%
TH
403
TCTC Holdings
Texas
$28.7K
VSQM
404
V-Square Quantitative Management
Illinois
$27.8K -$13.2K -136 -36%
TWD
405
True Wealth Design
Ohio
$27.6K -$27.8K -286 -54%
RA
406
Rise Advisors
New York
$27.2K -$874 -9 -4%
PA
407
Parallel Advisors
California
$24.9K -$4.56K -47 -18%
Optiver Holding
408
Optiver Holding
Netherlands
$19.1K +$16.3K +168 New
WAS
409
Winch Advisory Services
Wisconsin
$17.5K
ST
410
Smithfield Trust
Pennsylvania
$17K
CFB
411
Cullen/Frost Bankers
Texas
$14.3K +$12.2K +126 New
POIA
412
Pin Oak Investment Advisors
Texas
$14K
BSB
413
Bangor Savings Bank
Maine
$14K
PFBT
414
Parkside Financial Bank & Trust
Missouri
$13.5K +$6.99K +72 +153%
FP
415
Financial Perspectives
Minnesota
$13.2K +$97 +1 +0.9%
ACM
416
Accent Capital Management
Ohio
$12.5K +$56.6K +583 New
PTC
417
Private Trust Company
Ohio
$12.5K -$9.71K -100 -48%
GSWM
418
Golden State Wealth Management
California
$12.3K -$1.75K -18 -14%
GRP
419
Global Retirement Partners
California
$12.2K +$10.4K +107 New
BBHC
420
Brown Brothers Harriman & Co
New York
$12K +$10.3K +106 New
CAM
421
Costello Asset Management
Pennsylvania
$11.4K
OP
422
ORG Partners
Indiana
$11.4K
AA
423
Ancora Advisors
Ohio
$11.4K +$9.71K +100 New
S
424
Sachetta
Massachusetts
$10.6K +$1.94K +20 +27%
HWM
425
Hemington Wealth Management
Virginia
$10K +$388 +4 +4%