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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
301
Integrated Wealth Concepts
Massachusetts
$321K +$345K +5,263 New
FFM
302
Forum Financial Management
Illinois
$318K
II
303
Inspire Investing
Idaho
$312K +$19.2K +292 +6%
SIG
304
Sky Investment Group
Connecticut
$311K
VI
305
Vestcor Inc
New Brunswick, Canada
$308K +$102K +1,558 +45%
BFS
306
Bard Financial Services
Connecticut
$305K
RC
307
RBF Capital
California
$305K
FAIM
308
Financial Advocates Investment Management
Washington
$302K +$1.31K +20 +0.4%
MFG
309
Merit Financial Group
Georgia
$299K -$401K -6,117 -56%
First Manhattan
310
First Manhattan
New York
$299K -$164K -2,498 -34%
FWTB
311
First Western Trust Bank
Colorado
$295K -$26.6K -406 -8%
BBVA
312
Banco Bilbao Vizcaya Argentaria
Spain
$290K -$6.43K -98 -2%
IB
313
Intrust Bank
Kansas
$288K -$8.66K -132 -3%
JMPWA
314
JP Morgan Private Wealth Advisors
California
$287K +$4.53K +69 +1%
SEC
315
Seven Eight Capital
New York
$286K -$72.7K -1,108 -19%
Federated Hermes
316
Federated Hermes
Pennsylvania
$283K -$16.9K -257 -5%
EF
317
Empirical Finance
Pennsylvania
$282K +$15.5K +237 +5%
William Blair & Company
318
William Blair & Company
Illinois
$280K +$2.69K +41 +0.9%
BFC
319
Blue Fin Capital
Rhode Island
$278K
ACA
320
Atlas Capital Advisors
Wyoming
$277K
PL
321
Pluribus Labs
California
$274K +$294K +4,485 New
TPCW
322
TD Private Client Wealth
New York
$274K -$17.1K -260 -5%
BI
323
Blooom Inc
Kansas
$272K -$95.1K -1,449 -25%
CCP
324
Corient Capital Partners
California
$272K -$29.5K -450 -9%
RIM
325
Redpoint Investment Management
Australia
$272K -$10.8K -164 -4%