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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
526
Kestra Private Wealth Services
Texas
$314K +$930 +9 +0.3%
HH
527
Hilltop Holdings
Texas
$313K -$8.27K -80 -2%
SC
528
Steph & Co
Wisconsin
$310K +$13.4K +130 +4%
TPW
529
Transatlantique Private Wealth
New York
$306K -$3.82K -37 -1%
PIM
530
Profit Investment Management
Maryland
$302K – – –
CIA
531
Choate Investment Advisors
Massachusetts
$291K +$305K +2,950 New
SC
532
Savant Capital
Illinois
$288K +$93.2K +902 +45%
CI
533
Cigna Investments
Connecticut
$287K -$38.2K -370 -11%
MNBTD
534
Moody National Bank Trust Division
Texas
$286K +$29.8K +288 +11%
AIM
535
Aigen Investment Management
New York
$286K -$385K -3,728 -56%
SF
536
Synovus Financial
Georgia
$284K -$42.6K -412 -13%
FA
537
Fortis Advisors
Pennsylvania
$283K – – –
SFM
538
Systematic Financial Management
New Jersey
$282K – – –
CB
539
Cadence Bank
Mississippi
$281K – – –
ACIM
540
Azimuth Capital Investment Management
Michigan
$280K -$12.9K -125 -4%
BRWA
541
B. Riley Wealth Advisors
Florida
$275K +$9.1K +88 +3%
AC
542
Abbrea Capital
California
$271K – – –
IAN
543
Integrated Advisors Network
Texas
$268K +$6.92K +67 +3%
MOS
544
MGO One Seven
Ohio
$260K -$69.4K -671 -20%
RSA
545
River Street Advisors
Illinois
$257K +$21.6K +209 +9%
CIM
546
CIM Investment Management
Pennsylvania
$257K -$5.48K -53 -2%
SCM
547
SKBA Capital Management
California
$256K – – –
PTP
548
Platform Technology Partners
New York
$255K -$6.2K -60 -2%
FFM
549
Forum Financial Management
Illinois
$254K +$12.3K +119 +5%
OFS
550
OneAscent Financial Services
Alabama
$252K +$2.89K +28 +1%