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Name Holding Trade Value Shares
Change
Change in
Stake
TA
451
TLS Advisors
Florida
$324K – – –
RWA Wealth Partners
452
RWA Wealth Partners
Massachusetts
$316K – – –
RA
453
Riversedge Advisors
Delaware
$316K +$40.7K +576 +15%
AC
454
Avestar Capital
New York
$315K +$306K +4,328 New
KFA
455
Kelleher Financial Advisors
New York
$315K – – –
FC
456
Farringdon Capital
United Kingdom
$311K -$575K -8,130 -66%
EFS
457
Essex Financial Services
Connecticut
$309K -$45.4K -642 -13%
Douglass Winthrop Advisors
458
Douglass Winthrop Advisors
New York
$309K +$300K +4,250 New
VI
459
VectorGlobal IAG
Florida
$308K +$300K +4,241 New
RGC
460
Roberts, Glore & Co
Illinois
$308K -$2.47K -35 -0.8%
NRC
461
New Republic Capital
North Carolina
$304K -$239K -3,376 -45%
KIA
462
Knollwood Investment Advisory
Maryland
$302K – – –
Pinnacle Financial Partners (Georgia)
463
Pinnacle Financial Partners (Georgia)
Georgia
$301K -$57.6K -815 -16%
SCA
464
Sandy Cove Advisors
Massachusetts
$297K +$288K +4,082 New
GWCM
465
Godshalk Welsh Capital Management
Pennsylvania
$295K – – –
CCA
466
Corps Capital Advisors
Texas
$291K – – –
PI
467
PFG Investments
New York
$290K -$82.3K -1,165 -23%
HUB Investment Partners
468
HUB Investment Partners
Texas
$287K -$73.5K -1,040 -21%
Thrivent Financial for Lutherans
469
Thrivent Financial for Lutherans
Minnesota
$281K +$5.02K +71 +2%
Exencial Wealth Advisors
470
Exencial Wealth Advisors
Oklahoma
$279K +$29.5K +417 +12%
WWM
471
Walser Wealth Management
Florida
$277K +$15.5K +220 +6%
Fifth Third Bancorp
472
Fifth Third Bancorp
Ohio
$277K +$126K +1,790 +89%
Crestwood Advisors Group
473
Crestwood Advisors Group
Massachusetts
$275K +$267K +3,785 New
AlTi Global
474
AlTi Global
New York
$275K -$13.6K -193 -5%
Cullen/Frost Bankers
475
Cullen/Frost Bankers
Texas
$270K -$16.8K -238 -6%