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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
451
Spire Wealth Management
Virginia
$146K +$20.6K +455 +16%
WT
452
Whittier Trust
California
$135K
AF
453
Allworth Financial
California
$132K +$2.89K +64 +2%
LTI
454
Laffer Tengler Investments
Tennessee
$125K +$21.6K +478 +21%
CTC
455
Central Trust Company
Missouri
$123K
GRP
456
Global Retirement Partners
California
$120K +$30.7K +680 +37%
PTC
457
Private Trust Company
Ohio
$117K +$361 +8 +0.3%
AWM
458
Avior Wealth Management
Nebraska
$117K +$9.94K +220 +9%
SC
459
Sawyer & Company
Massachusetts
$116K
Bessemer Group
460
Bessemer Group
New Jersey
$114K
RTC
461
Riverview Trust Company
Washington
$113K
CFO
462
CVA Family Office
Colorado
$105K
Pacer Advisors
463
Pacer Advisors
Pennsylvania
$104K +$3.39K +75 +3%
FHA
464
First Horizon Advisors
Tennessee
$98.7K
IBOK
465
Independence Bank of Kentucky
Kentucky
$93.4K
UB
466
UMB Bank
Missouri
$91.7K -$3.84K -85 -4%
QCG
467
Quadrant Capital Group
Ohio
$90.9K -$20.6K -457 -18%
SC
468
SouthState Corp
Florida
$90.7K
First Manhattan
469
First Manhattan
New York
$89.6K -$4.47K -99 -5%
KFI
470
Key Financial Inc
Pennsylvania
$87.4K
AAS
471
Ameritas Advisory Services
Nebraska
$84.5K +$84.3K +1,866 New
PPWM
472
PFG Private Wealth Management
Florida
$83.1K +$9.35K +207 +13%
HPC
473
HM Payson & Co
Maine
$81.3K
CT
474
Caldwell Trust
Florida
$78.9K -$27.4K -606 -26%
RFA
475
Resurgent Financial Advisors
Georgia
$73.4K -$138K -3,062 -65%