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Name Holding Trade Value Shares
Change
Change in
Stake
SF
501
Synovus Financial
Georgia
$311K +$2.47K +26 +0.8%
PWPS
502
Pinnacle Wealth Planning Services
Ohio
$309K +$315K +3,316 New
WB
503
Webster Bank
Connecticut
$301K -$5.13K -54 -2%
PA
504
Profund Advisors
Maryland
$299K +$41K +431 +16%
OFS
505
OneAscent Financial Services
Alabama
$288K -$15.5K -163 -5%
SI
506
Symmetry Investments
Jersey
$288K -$64.4K -678 -18%
PIM
507
Profit Investment Management
Maryland
$285K – – –
TAM
508
Trust Asset Management
Texas
$285K – – –
MMC
509
Mizuho Markets Cayman
Cayman Islands
$284K -$228K -2,400 -44%
SB
510
Strategic Blueprint
Georgia
$284K +$855 +9 +0.3%
FMAEN1
511
Fund Management at Engine No 1
California
$278K +$35.7K +376 +14%
HH
512
Hilltop Holdings
Texas
$277K -$9.41K -99 -3%
SCA
513
Snowden Capital Advisors
New York
$274K -$17.9K -188 -6%
MS
514
Maven Securities
Jersey
$273K +$28.8K +303 +12%
FFA
515
First Foundation Advisors
California
$273K -$38K -400 -12%
GI
516
GAMCO Investors
Connecticut
$272K -$115K -1,206 -29%
TPW
517
Transatlantique Private Wealth
New York
$269K -$95.4K -1,004 -26%
FA
518
Fortis Advisors
Pennsylvania
$268K – – –
SFM
519
Systematic Financial Management
New Jersey
$266K – – –
WSTAM
520
Wilbanks Smith & Thomas Asset Management
Virginia
$265K +$271K +2,846 New
AC
521
Abbrea Capital
California
$264K – – –
MNBTD
522
Moody National Bank Trust Division
Texas
$255K -$40K -421 -13%
SW
523
SteelPeak Wealth
California
$253K -$9.51K -100 -4%
AAMC
524
Asset Allocation & Management Company
Illinois
$252K – – –
TCM
525
Teza Capital Management
Illinois
$249K +$254K +2,673 New