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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
351
Ipswich Investment Management
Massachusetts
$380K
BIP
352
Blueprint Investment Partners
North Carolina
$377K +$379K +7,349 New
EWA
353
EP Wealth Advisors
California
$376K +$17K +329 +5%
Jane Street
354
Jane Street
New York
$373K -$4.84M -93,807 -93%
SVWAG
355
Sound View Wealth Advisors Group
Georgia
$372K -$17.5K -338 -4%
WA
356
Wealth Alliance
New York
$372K +$39.5K +765 +12%
TCA
357
Transcend Capital Advisors
New Jersey
$368K +$37K +716 +11%
APA
358
American Portfolios Advisors
New York
$362K +$33.7K +652 +10%
IFG
359
Independent Financial Group
California
$359K +$25.8K +500 +8%
1WA
360
180 Wealth Advisors
Washington
$358K +$15.9K +307 +5%
GBT
361
Grove Bank & Trust
Florida
$353K
JIC
362
Johnson Investment Counsel
Ohio
$345K -$354K -6,860 -51%
FLAM
363
First Light Asset Management
Minnesota
$341K
PAMG
364
Patton Albertson Miller Group
Tennessee
$338K -$34.9K -675 -9%
CWP
365
Curated Wealth Partners
California
$337K
SWP
366
Stratos Wealth Partners
Ohio
$335K +$103K +1,995 +44%
KMWM
367
Keudell/Morrison Wealth Management
Oregon
$334K +$28.2K +546 +9%
CI
368
Conning Inc
Connecticut
$331K
FCI
369
Financial Counselors Inc
Kansas
$323K +$325K +6,298 New
CAM
370
Cresset Asset Management
Illinois
$318K +$33.2K +643 +12%
GWM
371
Geneos Wealth Management
Colorado
$316K -$7.8K -151 -2%
MCM
372
MAI Capital Management
Ohio
$316K +$99.8K +1,933 +46%
BBHC
373
Brown Brothers Harriman & Co
New York
$316K +$285K +5,517 +874%
CA
374
Continuum Advisory
Idaho
$316K +$312K +6,047 New
DP
375
Dearborn Partners
Illinois
$314K +$10.7K +207 +4%