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Name Holding Trade Value Shares
Change
Change in
Stake
PA
426
Procyon Advisors
Connecticut
$626K +$22.5K +219 +4%
CA
427
Clearstead Advisors
Ohio
$623K +$49.5K +483 +8%
KPWS
428
Kestra Private Wealth Services
Texas
$621K -$48.8K -476 -7%
WFA
429
Wellspring Financial Advisors
Ohio
$611K +$628K +6,121 New
MAS
430
Meeder Advisory Services
Ohio
$608K -$32.7K -319 -5%
CIMLRA
431
CBRE Investment Management Listed Real Assets
Pennsylvania
$606K -$16.7K -163 -3%
HBT
432
Heartland Bank & Trust
Illinois
$602K +$12.6K +123 +2%
CCM
433
Coldstream Capital Management
Washington
$601K +$50.7K +494 +9%
NICM
434
Neo Ivy Capital Management
New York
$596K +$612K +5,972 New
S
435
SignatureFD
Georgia
$585K -$43.9K -428 -7%
Fifth Third Bancorp
436
Fifth Third Bancorp
Ohio
$580K +$55.6K +542 +10%
LNWTC
437
Laird Norton Wetherby Trust Company
Washington
$574K +$589K +5,746 New
DP
438
Dearborn Partners
Illinois
$573K -$22.4K -218 -4%
WC
439
Wexford Capital
Florida
$567K -$169K -1,645 -22%
TF
440
Tudor Financial
Ohio
$565K
PA
441
Parallel Advisors
California
$565K +$8.72K +85 +2%
CW
442
CreativeOne Wealth
Kansas
$559K -$189K -1,848 -25%
CAMG
443
CWA Asset Management Group
Florida
$556K -$14.2K -138 -2%
TCM
444
Twin Capital Management
Pennsylvania
$552K +$4.2K +41 +0.7%
FBT
445
First Bank & Trust
South Dakota
$548K +$8.92K +87 +2%
CFB
446
Cullen/Frost Bankers
Texas
$543K -$17.9K -175 -3%
CCWM
447
Correct Capital Wealth Management
Missouri
$539K -$13K -127 -2%
HWM
448
HB Wealth Management
Georgia
$535K +$108K +1,050 +24%
LP
449
LMR Partners
United Kingdom
$530K +$26.9K +262 +5%
FMWA
450
Forvis Mazars Wealth Advisors
Missouri
$530K +$30.7K +299 +6%