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Name Holding Trade Value Shares
Change
Change in
Stake
TI
401
Tidal Investments
Wisconsin
$895K +$598K +4,080 +253%
PWMAG
402
Pinnacle Wealth Management Advisory Group
New Jersey
$882K -$23.7K -162 -3%
RWA
403
Ropes Wealth Advisors
Massachusetts
$881K
OL
404
Optas LLC
Texas
$859K -$71.8K -490 -8%
ZB
405
Zions Bancorporation
Utah
$845K +$119K +811 +18%
TP
406
Tranquility Partners
Tennessee
$827K +$123K +842 +19%
RFC
407
Regions Financial Corp
Alabama
$815K +$180K +1,225 +31%
PAS
408
Park Avenue Securities
New York
$814K +$20.5K +140 +3%
HAG
409
HighPoint Advisor Group
Illinois
$803K +$15.1K +103 +2%
S
410
SimplyRich
California
$802K
PFO
411
Pathstone Family Office
New Jersey
$801K +$346K +2,364 +87%
P
412
Pitcairn
Pennsylvania
$800K +$45.7K +312 +7%
Vanguard Personalized Indexing Management
413
Vanguard Personalized Indexing Management
California
$793K +$107K +731 +17%
WCA
414
Windsor Creek Advisors
Vermont
$787K
CF
415
Copperwynd Financial
Arizona
$787K +$2.49K +17 +0.3%
SAM
416
Silvercrest Asset Management
New York
$765K +$191K +1,305 +37%
KeyBank National Association
417
KeyBank National Association
Ohio
$758K -$410K -2,797 -37%
AAM
418
Arabesque Asset Management
United Kingdom
$755K +$703K +4,800 New
RJT
419
Raymond James Trust
Florida
$746K +$1.17K +8 +0.2%
PTP
420
Platform Technology Partners
New York
$737K +$686K +4,684 New
LP
421
LMR Partners
United Kingdom
$732K -$416K -2,841 -38%
CCP
422
Corient Capital Partners
California
$722K +$56.4K +385 +9%
VI
423
Vestcor Inc
New Brunswick, Canada
$713K -$72.8K -497 -10%
BCA
424
Bay Colony Advisors
Massachusetts
$708K +$41.8K +285 +7%
AT
425
Arden Trust
Delaware
$705K -$15.5K -106 -2%