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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
501
Forum Financial Management
Illinois
$626K -$959 -6 -0.2%
NF
502
Nvest Financial
New Hampshire
$626K +$176K +1,103 +39%
MYLI
503
Meiji Yasuda Life Insurance
Japan
$620K +$626K +3,920 New
OCBCO
504
Oversea-Chinese Banking Corp (OCBC)
Singapore
$612K +$619K +3,877 New
WI
505
Wahed Invest
New York
$606K +$54.5K +341 +10%
OTL
506
Oak Thistle LLC
New York
$606K -$66.3K -415 -10%
SBCM
507
Schwerin Boyle Capital Management
Massachusetts
$605K
BWP
508
BSW Wealth Partners
Colorado
$591K +$21.2K +133 +4%
WT
509
Whittier Trust
California
$587K +$7.03K +44 +1%
BFM
510
Boothbay Fund Management
New York
$577K -$44.3K -277 -7%
IA
511
IFP Advisors
Florida
$575K +$532K +3,329 +1,067%
PTC
512
Petrus Trust Company
Texas
$573K +$174K +1,086 +43%
FHB
513
First Hawaiian Bank
Hawaii
$572K -$12.5K -78 -2%
WTC
514
WhitTier Trust Company
Nevada
$567K -$3.99K -25 -0.7%
FTDI
515
First Trust Direct Indexing
Massachusetts
$548K +$83.7K +524 +18%
CFP
516
Catalyst Financial Partners
Massachusetts
$538K +$5.59K +35 +1%
DFCM
517
Dark Forest Capital Management
Puerto Rico
$532K +$166K +1,037 +45%
BTI
518
Blue Trust Inc
Georgia
$528K +$561K +3,514 +3,195%
BFG
519
Bleakley Financial Group
New Jersey
$526K -$49.2K -308 -8%
SW
520
Simplicity Wealth
New Jersey
$526K -$48.7K -305 -8%
NA
521
NewEdge Advisors
Louisiana
$526K +$289K +1,812 +120%
JWCA
522
J.W. Coons Advisors
Ohio
$520K +$38.3K +240 +8%
AWM
523
Apollon Wealth Management
South Carolina
$517K +$479 +3 +0.1%
GT
524
Greenleaf Trust
Michigan
$515K +$9.59K +60 +2%
Baird Financial Group
525
Baird Financial Group
Wisconsin
$514K +$2.08K +13 +0.4%