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Name Holding Trade Value Shares
Change
Change in
Stake
FTA
351
Financial & Tax Architects
Missouri
$382K -$5.32K -103 -1%
IIM
352
Ipswich Investment Management
Massachusetts
$380K – – –
Blueprint Investment Partners
353
Blueprint Investment Partners
North Carolina
$377K +$379K +7,349 New
EP Wealth Advisors
354
EP Wealth Advisors
California
$376K +$17K +329 +5%
Jane Street
355
Jane Street
New York
$373K -$4.84M -93,807 -93%
Sound View Wealth Advisors Group
356
Sound View Wealth Advisors Group
Georgia
$372K -$17.5K -338 -4%
WA
357
Wealth Alliance
New York
$372K +$39.5K +765 +12%
Transcend Capital Advisors
358
Transcend Capital Advisors
New Jersey
$368K +$37K +716 +11%
APA
359
American Portfolios Advisors
New York
$362K +$33.7K +652 +10%
Independent Financial Group
360
Independent Financial Group
California
$359K +$25.8K +500 +8%
180 Wealth Advisors
361
180 Wealth Advisors
Washington
$358K +$15.9K +307 +5%
Grove Bank & Trust
362
Grove Bank & Trust
Florida
$353K – – –
Johnson Investment Counsel
363
Johnson Investment Counsel
Ohio
$345K -$354K -6,860 -51%
First Light Asset Management
364
First Light Asset Management
Minnesota
$341K – – –
Patton Albertson Miller Group
365
Patton Albertson Miller Group
Tennessee
$338K -$34.9K -675 -9%
Curated Wealth Partners
366
Curated Wealth Partners
California
$337K – – –
Stratos Wealth Partners
367
Stratos Wealth Partners
Ohio
$335K +$103K +1,995 +44%
KMWM
368
Keudell/Morrison Wealth Management
Oregon
$334K +$28.2K +546 +9%
Conning Inc
369
Conning Inc
Connecticut
$331K – – –
FCI
370
Financial Counselors Inc
Kansas
$323K +$325K +6,298 New
Cresset Asset Management
371
Cresset Asset Management
Illinois
$318K +$33.2K +643 +12%
Geneos Wealth Management
372
Geneos Wealth Management
Colorado
$316K -$7.8K -151 -2%
MAI Capital Management
373
MAI Capital Management
Ohio
$316K +$100K +1,933 +46%
Brown Brothers Harriman & Co
374
Brown Brothers Harriman & Co
New York
$316K +$285K +5,517 +874%
Continuum Advisory
375
Continuum Advisory
Idaho
$316K +$312K +6,047 New