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Name Holding Trade Value Shares
Change
Change in
Stake
JF
1426
JSF Financial
California
$298K -$1.5K -8 -0.6%
PCG
1427
Private Capital Group
Connecticut
$298K +$11.6K +62 +5%
FAS
1428
Formuepleje A/S
Denmark
$298K +$263K +1,404 New
PWLP
1429
Prio Wealth Limited Partnership
Massachusetts
$297K – – –
SAM
1430
Seelaus Asset Management
New Jersey
$297K – – –
CC
1431
Claybrook Capital
Massachusetts
$297K +$24K +128 +10%
OU
1432
Optiver US
Illinois
$297K +$263K +1,400 New
FHA
1433
First Horizon Advisors
Tennessee
$295K -$2.25K -12 -0.9%
VWA
1434
V Wealth Advisors
Kansas
$295K – – –
TSW
1435
Thompson Siegel & Walmsley
Virginia
$294K – – –
GBA
1436
Garrison Bradford & Associates
New York
$293K +$18.8K +100 +8%
SFG
1437
SNS Financial Group
Minnesota
$293K +$258K +1,377 New
TFCP
1438
Twin Focus Capital Partners
Massachusetts
$291K +$5.25K +28 +2%
EP
1439
Eudaimonia Partners
Tennessee
$288K +$254K +1,356 New
HI
1440
Hendershot Investments
Virginia
$287K – – –
BWM
1441
BT Wealth Management
Georgia
$286K – – –
PCM
1442
Pennsylvania Capital Management
Pennsylvania
$286K +$253K +1,347 New
UIA
1443
UBP Investment Advisors
Switzerland
$285K +$252K +1,343 New
MG
1444
Mather Group
Illinois
$284K +$251K +1,340 New
FFS
1445
Founders Financial Securities
Maryland
$283K +$250K +1,334 New
FMBTD
1446
First Midwest Bank Trust Division
Illinois
$282K – – –
CI
1447
Conning Inc
Connecticut
$282K +$250K +1,330 New
AWE
1448
Avidian Wealth Enterprises
Texas
$282K +$250K +1,331 New
BO
1449
BRR OpCo
Ohio
$281K -$7.88K -42 -3%
SAM
1450
S.A. Mason
Michigan
$281K +$249K +1,325 New