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Name Holding Trade Value Shares
Change
Change in
Stake
WPP
526
Whalerock Point Partners
Rhode Island
$2.62M -$125K -981 -5%
I
527
InvesTrust
Oklahoma
$2.59M -$71.1K -560 -3%
BBWA
528
Bell & Brown Wealth Advisors
California
$2.59M +$77.2K +608 +3%
Vontobel Holding
529
Vontobel Holding
Switzerland
$2.56M +$94K +740 +4%
BI
530
Ballast Inc
Kentucky
$2.56M +$398K +3,130 +19%
VSQM
531
V-Square Quantitative Management
Illinois
$2.56M +$666K +5,241 +37%
PWP
532
Precedent Wealth Partners
Texas
$2.55M +$310K +2,439 +14%
LNWTC
533
Laird Norton Wetherby Trust Company
Washington
$2.54M -$37.5K -295 -1%
MHC
534
Meyer Handelman Company
New York
$2.54M -$642K -5,050 -21%
ABC
535
Associated Banc-Corp
Wisconsin
$2.53M +$1.8M +14,147 +269%
BCWM
536
Bartlett & Co Wealth Management
Ohio
$2.52M -$31.8K -250 -1%
PFS
537
Prospera Financial Services
Texas
$2.51M +$29.2K +230 +1%
DILIC
538
Dai-ichi Life Insurance Company
Japan
$2.49M – – –
MCM
539
Monarch Capital Management
Indiana
$2.48M -$34.3K -270 -1%
TCIIS
540
TIAA-CREF Individual & Institutional Services
New York
$2.45M +$21K +165 +0.9%
PP
541
Prudential plc
United Kingdom
$2.44M – – –
GCA
542
Greenwood Capital Associates
South Carolina
$2.43M +$71.1K +560 +3%
NB
543
NBT Bank
New York
$2.43M -$14.1K -111 -0.6%
AF
544
Alerus Financial
North Dakota
$2.42M +$1.11M +8,772 +90%
DEA
545
DoubleLine ETF Adviser
Florida
$2.41M +$2.34M +18,451 New
JSSH
546
J. Safra Sarasin Holding
$2.41M -$38.9K -306 -2%
IPW
547
Impact Partnership Wealth
Georgia
$2.4M +$1.84M +14,515 +376%
VFA
548
Valeo Financial Advisors
Indiana
$2.39M +$460K +3,618 +25%
MPPW
549
Mitchell & Pahl Private Wealth
Oklahoma
$2.39M +$68.7K +541 +3%
SFI
550
Siemens Fonds Invest
Germany
$2.39M +$25.5K +201 +1%