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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$334K -$4.4K -67 -1%
TF
302
TIAA FSB
Florida
$329K +$354K +5,390 New
IWC
303
Integrated Wealth Concepts
Massachusetts
$321K +$345K +5,263 New
FFM
304
Forum Financial Management
Illinois
$318K – – –
II
305
Inspire Investing
Idaho
$312K +$19.2K +292 +6%
SIG
306
Sky Investment Group
Connecticut
$311K – – –
VI
307
Vestcor Inc
New Brunswick, Canada
$308K +$102K +1,558 +45%
BFS
308
Bard Financial Services
Connecticut
$305K – – –
RC
309
RBF Capital
California
$305K – – –
FAIM
310
Financial Advocates Investment Management
Washington
$302K +$1.31K +20 +0.4%
MFG
311
Merit Financial Group
Georgia
$299K -$401K -6,117 -56%
First Manhattan
312
First Manhattan
New York
$299K -$164K -2,498 -34%
FWTB
313
First Western Trust Bank
Colorado
$295K -$26.6K -406 -8%
BBVA
314
Banco Bilbao Vizcaya Argentaria
Spain
$290K -$6.43K -98 -2%
IB
315
Intrust Bank
Kansas
$288K -$8.66K -132 -3%
JMPWA
316
JP Morgan Private Wealth Advisors
California
$287K +$4.53K +69 +1%
SEC
317
Seven Eight Capital
New York
$286K -$72.7K -1,108 -19%
Federated Hermes
318
Federated Hermes
Pennsylvania
$283K -$16.9K -257 -5%
EF
319
Empirical Finance
Pennsylvania
$282K +$15.5K +237 +5%
William Blair & Company
320
William Blair & Company
Illinois
$280K +$2.69K +41 +0.9%
BFC
321
Blue Fin Capital
Rhode Island
$278K – – –
ACA
322
Atlas Capital Advisors
Wyoming
$277K – – –
PL
323
Pluribus Labs
California
$274K +$294K +4,485 New
TPCW
324
TD Private Client Wealth
New York
$274K -$17.1K -260 -5%
BI
325
Blooom Inc
Kansas
$272K -$95.1K -1,449 -25%