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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
526
Douglass Winthrop Advisors
New York
$289K -$364 -4 -0.1%
BTW
527
Boston Trust Walden
Massachusetts
$289K – – –
HPWA
528
Hall Private Wealth Advisors
North Carolina
$289K – – –
HCMG
529
Howard Capital Management Group
California
$288K -$33.9K -373 -10%
MSR
530
Main Street Research
Connecticut
$284K – – –
PTC
531
Philadelphia Trust Company
Pennsylvania
$282K +$24.8K +273 +9%
CIBC World Market
532
CIBC World Market
Ontario, Canada
$281K +$1.73K +19 +0.6%
PFS
533
Prospera Financial Services
Texas
$278K -$88.3K -971 -23%
LSA
534
Leonteq Securities AG
Switzerland
$275K -$197K -2,163 -41%
FTDI
535
First Trust Direct Indexing
Massachusetts
$274K -$44.6K -491 -14%
KWM
536
Kingsview Wealth Management
Oregon
$273K -$11.2K -123 -4%
HCM
537
Howland Capital Management
Massachusetts
$273K +$545 +6 +0.2%
SW
538
SteelPeak Wealth
California
$272K – – –
AAM
539
Aureus Asset Management
Massachusetts
$271K – – –
QCG
540
Quadrant Capital Group
Ohio
$271K +$2.54K +28 +0.9%
NA
541
NewEdge Advisors
Louisiana
$271K +$282K +3,103 New
MCCP
542
Mission Creek Capital Partners
California
$270K – – –
FMII
543
Farmers & Merchants Investments Inc
Nebraska
$268K +$2.27K +25 +0.8%
EFSCE
544
Enterprise Financial Services Corp (EFSC)
Missouri
$267K +$4.36K +48 +2%
BS
545
Boenning & Scattergood
Pennsylvania
$266K – – –
PA
546
Parallel Advisors
California
$266K +$33.4K +367 +14%
MCA
547
Magnolia Capital Advisors
Mississippi
$266K +$277K +3,050 New
SAM
548
Strategy Asset Managers
California
$265K +$276K +3,032 New
DSC
549
Duncker Streett & Co
Missouri
$262K – – –
BFEC
550
Benjamin F. Edwards & Company
Missouri
$261K +$183K +2,009 +204%