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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
251
Baker Tilly Wealth Management
Wisconsin
$631K +$245K +15,295 +45%
DWT
252
Dorsey & Whitney Trust
South Dakota
$619K -$53.7K -3,350 -6%
VT
253
Vise Technologies
New York
$619K +$109K +6,780 +16%
HC
254
Henshaw Capital
Massachusetts
$619K -$17K -1,060 -2%
Brown Advisory
255
Brown Advisory
Maryland
$618K -$24.5K -1,530 -3%
QCG
256
Quadrant Capital Group
Ohio
$612K -$15.3K -955 -2%
CIM
257
Confluence Investment Management
Missouri
$586K -$48.1K -3,000 -6%
CIBC Asset Management
258
CIBC Asset Management
Ontario, Canada
$585K -$72.9K -4,550 -9%
SI
259
Scharf Investments
California
$581K -$8.57K -535 -1%
WT
260
Whittier Trust
California
$578K +$152K +9,510 +27%
CSA
261
Cottage Street Advisors
Massachusetts
$556K -$1.64M -102,475 -70%
IB
262
Intrust Bank
Kansas
$552K -$79.1K -4,935 -10%
PGIM
263
Pacific Global Investment Management
California
$552K -$2.32K -145 -0.3%
Prudential Financial
264
Prudential Financial
New Jersey
$546K +$131K +8,155 +24%
WA
265
Wealth Alliance
New York
$541K +$68.6K +4,280 +11%
ONB
266
Old National Bancorp
Indiana
$537K -$65K -4,055 -9%
KWA
267
KCS Wealth Advisory
California
$520K +$247K +15,435 +61%
National Bank of Canada
268
National Bank of Canada
Quebec, Canada
$518K -$101K -6,310 -13%
TSS
269
Two Sigma Securities
New York
$515K +$306K +19,100 +91%
SC
270
Solstein Capital
California
$512K -$167K -10,425 -21%
SCA
271
Snowden Capital Advisors
New York
$511K +$80.4K +5,015 +14%
FHA
272
Flagship Harbor Advisors
Massachusetts
$503K -$9.05K -565 -1%
WFA
273
Wipfli Financial Advisors
Wisconsin
$492K +$615K +38,385 New
PA
274
Parallel Advisors
California
$486K +$961 +60 +0.2%
DWM
275
Dakota Wealth Management
Florida
$480K +$600K +37,460 New