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Name Holding Trade Value Shares
Change
Change in
Stake
TSW
301
Thompson Siegel & Walmsley
Virginia
$432K – – –
SEC
302
Seven Eight Capital
New York
$431K +$418K +5,791 New
HWAM
303
Hennion & Walsh Asset Management
New Jersey
$414K -$27.3K -378 -6%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$412K +$59.6K +826 +18%
FWTB
305
First Western Trust Bank
Colorado
$401K +$385K +5,332 New
FFM
306
Forum Financial Management
Illinois
$387K – – –
SIG
307
Sky Investment Group
Connecticut
$379K – – –
RC
308
RBF Capital
California
$376K – – –
BFS
309
Bard Financial Services
Connecticut
$372K – – –
LWAC
310
Laurel Wealth Advisors (California)
California
$371K -$1.8K -25 -0.5%
FAIM
311
Financial Advocates Investment Management
Washington
$367K +$5.49K +76 +2%
Federated Hermes
312
Federated Hermes
Pennsylvania
$364K -$18.3K -253 -5%
CCP
313
Corient Capital Partners
California
$364K +$24.2K +335 +7%
IB
314
Intrust Bank
Kansas
$361K -$20.9K -290 -6%
II
315
Inspire Investing
Idaho
$358K -$10.8K -150 -3%
BBVA
316
Banco Bilbao Vizcaya Argentaria
Spain
$354K -$48.7K -675 -12%
TPCW
317
TD Private Client Wealth
New York
$352K +$4.76K +66 +1%
JMPWA
318
JP Morgan Private Wealth Advisors
California
$345K -$1.52K -21 -0.5%
CGL
319
Clarius Group LLC
Washington
$344K – – –
CCB
320
Cutter & Co Brokerage
Missouri
$344K +$57.8K +800 +21%
RIM
321
Redpoint Investment Management
Australia
$343K – – –
BFC
322
Blue Fin Capital
Rhode Island
$338K – – –
William Blair & Company
323
William Blair & Company
Illinois
$338K +$5.7K +79 +2%
ACA
324
Atlas Capital Advisors
Wyoming
$337K +$259K +3,584 +377%
EF
325
Empirical Finance
Pennsylvania
$325K +$32K +443 +11%