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Name Holding Trade Value Shares
Change
Change in
Stake
BJL
951
Brighton Jones LLC
Washington
$357K +$11.8K +76 +3%
AWM
952
Aprio Wealth Management
Georgia
$354K +$53.5K +345 +18%
TWM
953
Tripletail Wealth Management
Florida
$353K +$1.55K +10 +0.4%
KP
954
Keel Point
Alabama
$352K +$41.6K +268 +14%
MWM
955
Mission Wealth Management
California
$352K +$344K +2,219 New
DWT
956
Dorsey & Whitney Trust
South Dakota
$351K -$621 -4 -0.2%
TPBG
957
Turning Point Benefit Group
Maryland
$351K +$35.8K +231 +12%
KeyBank National Association
958
KeyBank National Association
Ohio
$350K -$196K -1,263 -36%
DMBA
959
Deseret Mutual Benefit Administrators
Utah
$349K -$19.2K -124 -5%
AF
960
Apollon Financial
South Carolina
$347K +$776 +5 +0.2%
TPCW
961
TD Private Client Wealth
New York
$347K +$51.4K +331 +18%
VSQM
962
V-Square Quantitative Management
Illinois
$346K +$68K +438 +25%
BC
963
Bayforest Capital
United Kingdom
$346K +$338K +2,180 New
MG
964
Mather Group
Illinois
$344K +$103K +665 +44%
C
965
Covestor
United Kingdom
$340K +$13.7K +88 +4%
RS
966
Rakuten Securities
Japan
$339K +$90.9K +586 +38%
KFS
967
Keynote Financial Services
Connecticut
$339K +$331K +2,136 New
SFI
968
Siemens Fonds Invest
Germany
$337K +$6.83K +44 +2%
WA
969
Waystone Advisors
Washington
$335K -$2.17K -14 -0.7%
JCM
970
Jacobi Capital Management
Pennsylvania
$335K +$328K +2,114 New
CWM
971
Connecticut Wealth Management
Connecticut
$333K -$1.86K -12 -0.6%
LS
972
Livforsakringsbolaget Skandia
Sweden
$333K
PFW
973
Petros Family Wealth
Minnesota
$331K +$34.3K +221 +12%
PFA
974
Pathway Financial Advisers
Indiana
$328K +$11.2K +72 +4%
MCA
975
MSH Capital Advisors
Arizona
$327K +$319K +2,059 New