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Name Holding Trade Value Shares
Change
Change in
Stake
CFB
426
Cullen/Frost Bankers
Texas
$617K +$222K +401 +67%
PNC
427
Park National Corp
Ohio
$614K -$7.76K -14 -1%
EM
428
ELCO Management
New York
$612K -$18.3K -33 -3%
Cerity Partners
429
Cerity Partners
New York
$611K -$68.2K -123 -11%
HIA
430
Harbor Investment Advisory
Maryland
$610K
APG
431
Abacus Planning Group
South Carolina
$606K +$58.8K +106 +12%
CRCM
432
Corbett Road Capital Management
Virginia
$605K -$63.2K -114 -10%
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$591K
KPWS
434
Kestra Private Wealth Services
Texas
$591K +$145K +262 +38%
Principal Financial Group
435
Principal Financial Group
Iowa
$589K
BC
436
Burney Company
Virginia
$585K +$156K +282 +42%
IWS
437
Insight Wealth Strategies
California
$578K -$6.1K -11 -1%
SMG
438
Spectrum Management Group
Indiana
$578K +$520K +937 New
Toronto Dominion Bank
439
Toronto Dominion Bank
Ontario, Canada
$576K +$11.1K +20 +2%
KFP
440
KB Financial Partners
New Jersey
$574K +$516K +930 New
SRC
441
Sage Rhino Capital
California
$572K +$18.3K +33 +4%
OFS
442
OneAscent Financial Services
Alabama
$564K -$58.2K -105 -10%
IAN
443
Integrated Advisors Network
Texas
$564K +$28.3K +51 +6%
VCM
444
Virtue Capital Management
Tennessee
$561K +$4.44K +8 +0.9%
KP
445
Keel Point
Alabama
$561K +$178K +321 +55%
FPF
446
First Pacific Financial
Washington
$558K -$46K -83 -8%
VFA
447
Values First Advisors
Tennessee
$545K -$44.9K -81 -8%
CGL
448
Clarius Group LLC
Washington
$545K +$1.11K +2 +0.2%
AC
449
Alexandria Capital
Virginia
$535K
QCM
450
Quest Capital Management
Texas
$530K +$19.4K +35 +4%