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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
326
Laird Norton Wetherby Wealth Management
California
$426K +$35.8K +1,023 +9%
BFG
327
Beacon Financial Group
Texas
$418K -$11.3K -322 -2%
GFA
328
Gallagher Fiduciary Advisors
Illinois
$416K -$412K -11,795 -49%
WIS
329
Wright Investors Service
Connecticut
$415K -$826K -23,636 -65%
HSA
330
HBK Sorce Advisory
Pennsylvania
$409K +$22.4K +641 +5%
IA
331
IFP Advisors
Florida
$404K +$246K +7,027 +138%
PAS
332
Park Avenue Securities
New York
$399K +$29.7K +851 +8%
US Bancorp
333
US Bancorp
Minnesota
$393K +$59.7K +1,707 +17%
PAS
334
Point72 Asia (Singapore)
Singapore
$393K +$16.1K +461 +4%
RWM
335
Reston Wealth Management
Virginia
$389K -$175 -5 -0%
SOW
336
State of Wyoming
Wyoming
$387K +$42.7K +1,221 +12%
URS
337
Utah Retirement Systems
Utah
$382K
RF
338
RHS Financial
California
$376K +$109K +3,110 +38%
VFG
339
V2 Financial group
Illinois
$375K -$1.4K -40 -0.4%
XT
340
XTX Topco
Cayman Islands
$360K +$378K +10,810 New
JWCA
341
J.W. Cole Advisors
Florida
$355K +$3.15K +90 +0.9%
WB
342
WesBanco Bank
West Virginia
$352K -$6.99K -200 -2%
HWM
343
HB Wealth Management
Georgia
$349K +$140K +4,005 +62%
PI
344
PFG Investments
New York
$346K -$76.6K -2,191 -17%
FMWA
345
Forvis Mazars Wealth Advisors
Missouri
$339K -$27.6K -791 -7%
HCM
346
Howland Capital Management
Massachusetts
$336K
IMC Chicago
347
IMC Chicago
Illinois
$335K +$352K +10,077 New
MSRPS
348
Maryland State Retirement & Pension System
Maryland
$334K
NIM
349
Needham Investment Management
New York
$333K
SOAMC
350
Spirit of America Management Corp
New York
$333K