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Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
326
Daiwa Securities Group
Japan
$369K +$18K +450 +5%
GW
327
GW & Wade
Massachusetts
$365K +$403K +10,082 New
CIBC Asset Management
328
CIBC Asset Management
Ontario, Canada
$358K +$2.24K +56 +0.6%
Vontobel Holding
329
Vontobel Holding
Switzerland
$358K +$198K +4,955 +102%
TPW
330
TL Private Wealth
Texas
$355K
AWC
331
Abundance Wealth Counselors
Pennsylvania
$342K +$377K +9,435 New
TC
332
TwinBeech Capital
New York
$336K +$371K +9,273 New
APA
333
American Portfolios Advisors
New York
$334K +$1.12K +28 +0.3%
GHA
334
GW Henssler & Associates
Georgia
$329K +$800 +20 +0.2%
HTC
335
Haverford Trust Company
Pennsylvania
$314K +$27.2K +681 +9%
LA
336
Lindenwold Advisors
Pennsylvania
$310K +$20.5K +513 +6%
PHK
337
Point72 Hong Kong
Hong Kong
$309K +$341K +8,529 New
Creative Planning
338
Creative Planning
Kansas
$303K -$94.6K -2,364 -22%
CTA
339
Chesley Taft & Associates
Illinois
$298K
WB
340
WesBanco Bank
West Virginia
$294K
LWAM
341
Legacy Wealth Asset Management
Minnesota
$292K +$6.44K +161 +2%
VFG
342
V2 Financial group
Illinois
$291K +$321K +8,030 New
BMSSC
343
B. Metzler seel. Sohn & Co
Germany
$287K
IA
344
IFP Advisors
Florida
$285K +$160K +3,988 +200%
WSFS
345
Wilmington Savings Fund Society
Delaware
$284K -$3.8K -95 -1%
QT
346
Quantamental Technologies
New York
$283K +$19.2K +480 +7%
BIA
347
Barry Investment Advisors
Massachusetts
$279K +$67.7K +1,692 +28%
IA
348
IFG Advisory
Georgia
$277K -$6.08K -152 -2%
OQS
349
Occudo Quantitative Strategies
Florida
$276K +$74K +1,850 +32%
CFB
350
Cullen/Frost Bankers
Texas
$274K