Name Holding Trade Value Shares
Change
Change in
Stake
IB
926
Intrust Bank
Kansas
$518K – – –
PNC
927
Park National Corp
Ohio
$518K -$203 -2 -0%
ACM
928
Altrius Capital Management
North Carolina
$516K – – –
CIAS
929
Capital Investment Advisory Services
North Carolina
$511K -$44.3K -436 -9%
MGIA
930
Moneta Group Investment Advisors
Missouri
$508K +$12.9K +127 +3%
BCMLT
931
Beacon Capital Management LLC (Tennessee)
Tennessee
$507K +$26.2K +258 +6%
WT
932
Washington Trust
Rhode Island
$507K -$49.1K -483 -10%
SW
933
Simplicity Wealth
New Jersey
$506K -$910K -8,950 -66%
OBGC
934
O'Brien Greene & Co
Pennsylvania
$506K – – –
ECA
935
Elevated Capital Advisors
Utah
$505K – – –
NW
936
NewEdge Wealth
Pennsylvania
$503K +$180K +1,772 +65%
TPA
937
Trivium Point Advisory
Connecticut
$502K +$24.7K +243 +6%
SG
938
StoneX Group
New York
$502K -$1.45M -14,264 -76%
Luther King Capital Management (LKCM)
939
Luther King Capital Management (LKCM)
Texas
$502K +$90K +886 +25%
RWM
940
Revisor Wealth Management
Ohio
$501K -$18K -177 -4%
NB
941
Northwest Bancshares
Pennsylvania
$501K +$1.63K +16 +0.4%
GXJ
942
Global X Japan
Japan
$501K -$59.4K -584 -12%
IPW
943
Invictus Private Wealth
Colorado
$495K -$24.4K -240 -5%
MIM
944
MTM Investment Management
South Carolina
$495K -$142K -1,401 -25%
PK
945
Pflug Koory
Nebraska
$494K +$450K +4,423 New
SMA
946
Sage Mountain Advisors
Georgia
$493K -$62.3K -613 -12%
OIC
947
Orion Investment Company
Missouri
$492K – – –
FMWA
948
Forvis Mazars Wealth Advisors
Missouri
$490K +$445K +4,379 New
WG
949
Watchman Group
Texas
$489K -$5.39K -53 -1%
DAS
950
Dynamic Advisor Solutions
Arizona
$489K +$16K +157 +4%