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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
501
Wealthspire Advisors (Maryland)
Maryland
$280K -$15.1K -70 -5%
CGL
502
Clarius Group LLC
Washington
$278K +$60.6K +281 +26%
Qube Research & Technologies (QRT)
503
Qube Research & Technologies (QRT)
United Kingdom
$273K -$349K -1,617 -54%
RB
504
Rodgers Brothers
Pennsylvania
$272K -$26.8K -124 -8%
FHA
505
Flagship Harbor Advisors
Massachusetts
$270K
WS
506
Wedbush Securities
California
$270K +$289K +1,341 New
BIM
507
Bridgecreek Investment Management
Oklahoma
$267K
TCOV
508
Trust Company of Vermont
Vermont
$266K -$91.3K -423 -24%
GWM
509
Geneos Wealth Management
Colorado
$265K -$24.8K -115 -8%
PAM
510
Private Asset Management
California
$258K -$32.4K -150 -10%
WOC
511
West Oak Capital
California
$254K
BHBT
512
Burke & Herbert Bank & Trust
Virginia
$249K
RWM
513
Ritholtz Wealth Management
New York
$248K -$43.2K -200 -14%
FFA
514
First Foundation Advisors
California
$243K -$216K -1,000 -45%
GCP
515
GSA Capital Partners
United Kingdom
$243K +$260K +1,204 New
FPS
516
Fieldpoint Private Securities
Connecticut
$238K
PAA
517
Peregrine Asset Advisers
Oregon
$237K
FM
518
Forward Management
California
$232K -$1.19M -5,509 -83%
Northwestern Mutual Wealth Management
519
Northwestern Mutual Wealth Management
Wisconsin
$232K +$131K +609 +112%
WT
520
Washington Trust
Rhode Island
$228K
WA
521
WESPAC Advisors
California
$227K
S
522
SignatureFD
Georgia
$226K +$863 +4 +0.4%
IUHSA
523
Itau Unibanco Holding S.A.
Brazil
$225K +$172K +796 +248%
TAM
524
Tiverton Asset Management
Delaware
$221K
FAIM
525
Financial Advocates Investment Management
Washington
$220K -$43.2K -200 -16%