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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
301
Atria Wealth Solutions
New York
$546K +$110K +2,841 +26%
WF
302
Welch & Forbes
Massachusetts
$543K -$35K -903 -6%
BRWA
303
B. Riley Wealth Advisors
Florida
$539K -$149K -3,855 -22%
LI
304
Louisbourg Investments
New Brunswick, Canada
$537K +$525K +13,575 New
KeyBank National Association
305
KeyBank National Association
Ohio
$535K -$20.8K -537 -4%
LMKC
306
L.M. Kohn & Company
Ohio
$531K -$5.81K -150 -1%
FA
307
FDx Advisors
Illinois
$524K -$68.2K -1,761 -12%
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$519K -$120K -3,093 -19%
NAM
309
NTV Asset Management
West Virginia
$519K -$106K -2,735 -17%
WI
310
WrapManager Inc
California
$517K -$292K -7,547 -36%
T
311
TOBAM
France
$511K -$53.3K -1,376 -10%
PA
312
Procyon Advisors
Connecticut
$506K -$192K -4,948 -28%
NS
313
NBC Securities
Alabama
$492K -$145K -3,755 -23%
SSG
314
Summit Securities Group
New York
$492K +$484K +12,500 New
LD
315
Lipe & Dalton
New York
$471K -$15.5K -400 -3%
TCA
316
Transcend Capital Advisors
New Jersey
$466K – – –
BHPW
317
Beverly Hills Private Wealth
California
$460K -$423K -10,918 -48%
KWA
318
Kingswood Wealth Advisors
California
$459K +$176K +4,552 +64%
CC
319
Centiva Capital
New York
$455K +$447K +11,554 New
Aviva
320
Aviva
United Kingdom
$454K -$1.32K -34 -0.3%
FNT
321
First National Trust
Pennsylvania
$453K – – –
UCFA
322
United Capital Financial Advisors
Texas
$448K +$441K +11,382 New
IB
323
Intrust Bank
Kansas
$448K +$91.7K +2,370 +26%
GI
324
Gradient Investments
Minnesota
$447K +$64K +1,654 +17%
GAM
325
Gotham Asset Management
New York
$446K +$439K +11,334 New