Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
576
Fifth Third Wealth Advisors
Ohio
$677K +$72.1K +596 +11%
PWAM
577
Pinnacle West Asset Management
Wyoming
$672K -$6.04K -50 -0.9%
SI
578
Stephens Inc
Arkansas
$670K -$103K -855 -13%
CM
579
Castleark Management
Illinois
$667K – – –
WTC
580
WhitTier Trust Company
Nevada
$664K – – –
EI
581
Ellevest Inc
New York
$657K +$13.3K +110 +2%
BOPW
582
Brandywine Oak Private Wealth
Pennsylvania
$655K -$6.53K -54 -0.9%
SAM
583
Smartleaf Asset Management
Massachusetts
$645K +$57.3K +474 +9%
TCCM
584
Timber Creek Capital Management
Massachusetts
$635K -$605K -5,000 -48%
TTIC
585
Tower Trust & Investment Company
Iowa
$633K +$662K +5,478 New
TCOT
586
Trust Company of Toledo
Ohio
$629K +$580K +4,799 +742%
IAA
587
Independent Advisor Alliance
North Carolina
$625K +$20.6K +170 +3%
BC
588
Bridgefront Capital
Texas
$622K +$651K +5,382 New
AIM
589
Aigen Investment Management
New York
$621K +$650K +5,374 New
VBA
590
von Borstel & Associates
Oregon
$618K -$53.1K -439 -8%
CAM
591
Cresset Asset Management
Illinois
$618K +$87K +720 +16%
Bank Julius Baer & Co
592
Bank Julius Baer & Co
Switzerland
$602K +$630K +5,210 New
ETC
593
Exchange Traded Concepts
Oklahoma
$601K -$951K -7,869 -60%
NQWM
594
Northwest Quadrant Wealth Management
Oregon
$597K +$2.9K +24 +0.5%
PPWP
595
Premier Path Wealth Partners
New Jersey
$597K +$157K +1,295 +33%
CFG
596
Citizens Financial Group
Rhode Island
$594K -$69.6K -576 -10%
SIA
597
Soltis Investment Advisors
Utah
$592K +$28.5K +236 +5%
AAB
598
ABN AMRO Bank
Netherlands
$589K – – –
Lazard Asset Management
599
Lazard Asset Management
New York
$585K +$300K +2,479 +96%
BWP
600
BSW Wealth Partners
Colorado
$585K +$44.7K +370 +8%