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Name Holding Trade Value Shares
Change
Change in
Stake
RA
451
Riversedge Advisors
Delaware
$316K +$40.7K +576 +15%
AC
452
Avestar Capital
New York
$315K +$306K +4,328 New
KFA
453
Kelleher Financial Advisors
New York
$315K
FC
454
Farringdon Capital
United Kingdom
$311K -$575K -8,130 -66%
EFS
455
Essex Financial Services
Connecticut
$309K -$45.4K -642 -13%
DWA
456
Douglass Winthrop Advisors
New York
$309K +$300K +4,250 New
VI
457
VectorGlobal IAG
Florida
$308K +$300K +4,241 New
RGC
458
Roberts, Glore & Co
Illinois
$308K -$2.47K -35 -0.8%
NRC
459
New Republic Capital
North Carolina
$304K -$239K -3,376 -45%
KIA
460
Knollwood Investment Advisory
Maryland
$302K
PFPG
461
Pinnacle Financial Partners (Georgia)
Georgia
$301K -$57.6K -815 -16%
SCA
462
Sandy Cove Advisors
Massachusetts
$297K +$288K +4,082 New
GWCM
463
Godshalk Welsh Capital Management
Pennsylvania
$295K
CCA
464
Corps Capital Advisors
Texas
$291K
PI
465
PFG Investments
New York
$290K -$82.3K -1,165 -23%
HIP
466
HUB Investment Partners
Texas
$287K -$73.5K -1,040 -21%
Thrivent Financial for Lutherans
467
Thrivent Financial for Lutherans
Minnesota
$281K +$5.02K +71 +2%
EWA
468
Exencial Wealth Advisors
Oklahoma
$279K +$29.5K +417 +12%
WWM
469
Walser Wealth Management
Florida
$277K +$15.5K +220 +6%
Fifth Third Bancorp
470
Fifth Third Bancorp
Ohio
$277K +$126K +1,790 +89%
CAG
471
Crestwood Advisors Group
Massachusetts
$275K +$267K +3,785 New
AG
472
AlTi Global
New York
$275K -$13.6K -193 -5%
CFB
473
Cullen/Frost Bankers
Texas
$270K -$16.8K -238 -6%
Bessemer Group
474
Bessemer Group
New Jersey
$270K -$221K -3,130 -46%
EW
475
Evoke Wealth
California
$270K +$262K +3,708 New