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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
276
Prospera Financial Services
Texas
$393K +$108K +1,820 +40%
Baird Financial Group
277
Baird Financial Group
Wisconsin
$391K -$193K -3,265 -34%
TH
278
TCTC Holdings
Texas
$386K
MWM
279
Meridian Wealth Management
Kentucky
$381K -$4.44K -75 -1%
VNB
280
Virginia National Bank
Virginia
$381K
DCM
281
Dupont Capital Management
Delaware
$380K -$50.1K -847 -12%
CWM
282
Cabot Wealth Management
Massachusetts
$373K -$94.2K -1,593 -21%
Macquarie Group
283
Macquarie Group
Australia
$364K
WAM
284
World Asset Management
Michigan
$362K -$29.8K -503 -8%
HAM
285
Highstreet Asset Management
Ontario, Canada
$359K +$344K +5,822 New
ECM
286
ExodusPoint Capital Management
New York
$354K +$339K +5,732 New
Creative Planning
287
Creative Planning
Kansas
$353K -$651 -11 -0.2%
LCM
288
Landscape Capital Management
New Jersey
$352K +$337K +5,697 New
GD
289
Grandfield & Dodd
New York
$347K
ACM
290
AlphaStar Capital Management
North Carolina
$340K +$23.4K +395 +8%
FIM
291
Freedom Investment Management
Connecticut
$336K -$33.4K -564 -9%
FMBTD
292
First Midwest Bank Trust Division
Illinois
$336K -$887 -15 -0.3%
Lido Advisors
293
Lido Advisors
California
$336K +$11.2K +190 +4%
CONA
294
Capital One National Association
New York
$329K +$315K +5,326 New
Asset Management One
295
Asset Management One
Japan
$322K -$842K -14,235 -73%
PSUF
296
People's United Financial
Connecticut
$320K +$307K +5,189 New
V
297
Veritable
Delaware
$314K -$5.97K -101 -2%
Jane Street
298
Jane Street
New York
$313K +$300K +5,074 New
LIA
299
LS Investment Advisors
Michigan
$309K -$3.25K -55 -1%
SP
300
Symmetry Partners
Connecticut
$296K -$107K -1,810 -27%