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Name Holding Trade Value Shares
Change
Change in
Stake
TW
401
TrinityPoint Wealth
Connecticut
$614K +$3.17K +14 +0.5%
SEM
402
Suncoast Equity Management
Florida
$613K +$27.1K +120 +4%
PP
403
PDT Partners
New York
$592K +$611K +2,700 New
Squarepoint
404
Squarepoint
New York
$588K -$255K -1,127 -30%
CA
405
Cetera Advisors
Colorado
$584K -$14.9K -66 -2%
PWG
406
Portside Wealth Group
Utah
$580K +$3.62K +16 +0.6%
SIA
407
SkyView Investment Advisors
New Jersey
$578K +$23.5K +104 +4%
BCV
408
Banque Cantonale Vaudoise
Switzerland
$571K
WF
409
Welch & Forbes
Massachusetts
$570K -$63.1K -279 -10%
First Manhattan
410
First Manhattan
New York
$567K
DWM
411
Dakota Wealth Management
Florida
$565K -$24.4K -108 -4%
GCC
412
Guardian Capital (Canada)
Ontario, Canada
$563K -$8.6K -38 -1%
TMAM
413
Tokio Marine Asset Management
Japan
$558K +$50.9K +225 +10%
YIH
414
Y-Intercept (HK)
Hong Kong
$556K +$573K +2,535 New
GT
415
Glenview Trust
Kentucky
$550K -$29.4K -130 -5%
BS
416
Bessemer Securities
New York
$547K -$1.24M -5,486 -69%
CTC
417
Central Trust Company
Missouri
$542K -$95.2K -421 -15%
KFP
418
KB Financial Partners
New Jersey
$526K -$452 -2 -0.1%
OWM
419
OneAscent Wealth Management
Alabama
$526K +$92.3K +408 +21%
RWM
420
Ritholtz Wealth Management
New York
$525K +$6.79K +30 +1%
CM
421
Castleark Management
Illinois
$522K +$538K +2,380 New
IFU
422
iSAM Funds (UK)
United Kingdom
$521K +$537K +2,374 New
ACM
423
Alta Capital Management
Utah
$517K
NWMG
424
National Wealth Management Group
Ohio
$508K +$524K +2,315 New
BTWM
425
Baker Tilly Wealth Management
Wisconsin
$502K -$15.8K -70 -3%