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Name Holding Trade Value Shares
Change
Change in
Stake
BP
126
Ballentine Partners
Massachusetts
$335K +$29.7K +1,118 +10%
B
127
Bailard
California
$325K -$3.93K -148 -1%
SCA
128
Snowden Capital Advisors
New York
$311K +$58.7K +2,211 +23%
V
129
Veritable
Delaware
$310K
WT
130
Whittier Trust
California
$307K -$90.4K -3,405 -23%
FIM
131
Freedom Investment Management
Connecticut
$307K +$10.6K +399 +4%
RPA
132
Rock Point Advisors
Vermont
$304K -$1.33K -50 -0.4%
PWPS
133
Pinnacle Wealth Planning Services
Ohio
$300K +$40.5K +1,526 +16%
MIM
134
Martin Investment Management
Florida
$293K
HIA
135
Harbor Investment Advisory
Maryland
$284K
HWMA
136
Heritage Wealth Management (Arizona)
Arizona
$282K +$281K +10,577 New
S
137
SignatureFD
Georgia
$278K +$46.8K +1,763 +20%
HW
138
Hancock Whitney
Mississippi
$270K +$268K +10,112 New
Prudential Financial
139
Prudential Financial
New Jersey
$268K +$23.1K +872 +9%
TPCW
140
TD Private Client Wealth
New York
$265K -$14.8K -559 -5%
RJFSA
141
Raymond James Financial Services Advisors
Florida
$260K +$22.6K +852 +10%
AR
142
Advisory Research
Illinois
$255K
FC
143
FORA Capital
Florida
$254K +$252K +9,510 New
QCG
144
Quadrant Capital Group
Ohio
$243K +$20.2K +761 +9%
Jane Street
145
Jane Street
New York
$227K +$225K +8,495 New
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$226K +$225K +8,480 New
XT
147
XTX Topco
Cayman Islands
$225K +$224K +8,446 New
GT
148
Glenmede Trust
Pennsylvania
$217K +$217K +8,168 New
EI
149
Ellevest Inc
New York
$212K +$25.1K +944 +13%
TIA
150
Tiemann Investment Advisors
California
$209K +$208K +7,838 New