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Name Holding Trade Value Shares
Change
Change in
Stake
B
426
Bailard
California
$208K – – –
LSAG
427
Lake Street Advisors Group
New Hampshire
$207K +$208K +4,573 New
QCG
428
Quadrant Capital Group
Ohio
$206K +$42.1K +924 +26%
DADC
429
D.A. Davidson & Co
Montana
$205K +$1.73K +38 +0.8%
AG
430
AlTi Global
New York
$205K +$207K +4,539 New
Brown Advisory
431
Brown Advisory
Maryland
$204K +$206K +4,512 New
STA
432
Summit Trail Advisors
New York
$204K +$12.8K +280 +7%
IA
433
IFP Advisors
Florida
$199K -$21.1K -464 -10%
DAM
434
Delta Asset Management
Tennessee
$196K – – –
JWM
435
Janiczek Wealth Management
Colorado
$187K -$2.69K -59 -1%
HWA
436
HHM Wealth Advisors
Tennessee
$186K – – –
CT
437
Cambridge Trust
Massachusetts
$181K – – –
Fifth Third Bancorp
438
Fifth Third Bancorp
Ohio
$163K -$22.6K -496 -12%
PA
439
Parallel Advisors
California
$162K -$6.1K -134 -4%
HDIM
440
Hanson & Doremus Investment Management
Vermont
$161K – – –
TFA
441
Toth Financial Advisory
Virginia
$157K -$58.3K -1,280 -27%
BTI
442
Blue Trust Inc
Georgia
$148K +$69.5K +1,526 +102%
GI
443
GAMMA Investing
California
$139K +$131K +2,867 New
SG Americas Securities
444
SG Americas Securities
New York
$135K -$1.33M -29,306 -91%
DZ Bank
445
DZ Bank
Germany
$135K – – –
Nomura Asset Management
446
Nomura Asset Management
Japan
$132K – – –
AF
447
Allworth Financial
California
$128K +$16K +352 +14%
WBC
448
West Branch Capital
Massachusetts
$123K – – –
PG
449
Proffitt & Goodson
Tennessee
$108K – – –
PTC
450
Private Trust Company
Ohio
$108K +$11.6K +255 +12%