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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
476
Seneca Financial Advisors
New York
$250K
RCM
477
RNC Capital Management
California
$250K +$3.81K +150 +1%
KFC
478
Klingenstein Fields & Co
New York
$248K -$1.12K -44 -0.4%
ECM
479
Everence Capital Management
Indiana
$245K -$6.61K -260 -2%
Aviva
480
Aviva
United Kingdom
$245K
IA
481
Inspire Advisors
Idaho
$244K +$29.6K +1,166 +13%
KIG
482
Kessler Investment Group
Indiana
$244K -$2.77K -109 -1%
SW
483
SVB Wealth
Massachusetts
$243K -$195K -7,681 -43%
RG
484
Renaissance Group
Kentucky
$243K -$16.7K -659 -6%
BJL
485
Brighton Jones LLC
Washington
$242K +$10.3K +407 +4%
HIA
486
Harbor Investment Advisory
Maryland
$242K +$7.52K +296 +3%
CCM
487
Coldstream Capital Management
Washington
$235K -$11.2K -439 -4%
FMLI
488
Fukoku Mutual Life Insurance
Japan
$230K -$27.5K -1,082 -10%
LOIM
489
Liberty One Investment Management
Illinois
$230K -$17.5K -689 -7%
WJWM
490
Williams Jones Wealth Management
New York
$228K -$1.07K -42 -0.4%
AWS
491
Atria Wealth Solutions
New York
$226K -$733K -28,856 -75%
Jane Street
492
Jane Street
New York
$226K -$520K -20,454 -69%
IWA
493
Inspirion Wealth Advisors
Illinois
$223K +$235K +9,246 New
FNT
494
First National Trust
Pennsylvania
$222K -$4.17K -164 -2%
BPC
495
Banque Pictet & Cie
Switzerland
$220K -$199K -7,834 -46%
CCA
496
Checchi Capital Advisers
California
$218K -$2.72K -107 -1%
Capstone Investment Advisors
497
Capstone Investment Advisors
New York
$217K +$229K +9,007 New
SCA
498
Snowden Capital Advisors
New York
$217K +$36.6K +1,439 +19%
CA
499
Calton & Associates
Florida
$217K -$5.97K -235 -3%
BCM
500
Brookstone Capital Management
Illinois
$216K -$1.32K -52 -0.6%