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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
376
Forum Financial Management
Illinois
$447K +$356 +4 +0.1%
EWM
377
Empirical Wealth Management
Washington
$443K +$2.58K +29 +0.6%
HH
378
Hilltop Holdings
Texas
$442K
BFS
379
Bard Financial Services
Connecticut
$429K
RC
380
RBF Capital
California
$429K
WT
381
Washington Trust
Rhode Island
$426K
CCM
382
Coldstream Capital Management
Washington
$423K -$1.6K -18 -0.4%
DT
383
Diversified Trust
Tennessee
$421K +$1.33K +15 +0.3%
AAS
384
Avantax Advisory Services
Texas
$420K +$225K +2,523 +107%
Assenagon Asset Management
385
Assenagon Asset Management
Luxembourg
$414K +$24.5K +275 +6%
Allianz Asset Management
386
Allianz Asset Management
Germany
$404K +$419K +4,711 New
TSS
387
Two Sigma Securities
New York
$400K +$165K +1,855 +66%
QC
388
Quadrature Capital
United Kingdom
$399K -$1.9M -21,352 -82%
Envestnet Portfolio Solutions
389
Envestnet Portfolio Solutions
Illinois
$390K -$786K -8,828 -66%
AWS
390
Atria Wealth Solutions
New York
$388K -$745K -8,374 -65%
WT
391
Whittier Trust
California
$387K
HSA
392
HBK Sorce Advisory
Pennsylvania
$386K -$8.37K -94 -2%
SI
393
Symmetry Investments
Jersey
$385K +$399K +4,488 New
IC
394
Inscription Capital
Texas
$380K +$123K +1,383 +45%
WIA
395
World Investment Advisors
California
$378K +$392K +4,402 New
PWPS
396
Pinnacle Wealth Planning Services
Ohio
$376K -$979 -11 -0.3%
CIBC World Market
397
CIBC World Market
Ontario, Canada
$375K -$49.1K -552 -11%
FWA
398
FSM Wealth Advisors
Ohio
$374K
GT
399
Greenleaf Trust
Michigan
$367K +$3.38K +38 +0.9%
GSB
400
Greenfield Savings Bank
Massachusetts
$367K +$141K +1,583 +59%