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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
651
Beacon Pointe Advisors
California
$426K +$76.5K +271 +21%
PL
652
Plancorp LLC
Missouri
$426K +$5.37K +19 +1%
CPIA
653
Cornell Pochily Investment Advisors
New York
$425K +$24K +85 +6%
IB
654
Intrust Bank
Kansas
$421K +$67.5K +239 +19%
SACTSONJ
655
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$415K
OIA
656
OneDigital Investment Advisors
Kansas
$413K +$97.4K +345 +30%
WB
657
WesBanco Bank
West Virginia
$412K +$420K +1,488 New
HT
658
HighTower Trust
Texas
$411K -$4.24K -15 -1%
AIIMS
659
Analyst IMS Investment Management Services
Israel
$411K
SCA
660
Snowden Capital Advisors
New York
$410K +$123K +437 +42%
BP
661
Ballentine Partners
Massachusetts
$410K -$282 -1 -0.1%
LC
662
Lavaca Capital
Texas
$409K -$26.8K -95 -6%
SC
663
SRB Corp
Massachusetts
$404K +$412K +1,457 New
IWA
664
Intercontinental Wealth Advisors
Texas
$403K -$170K -601 -29%
JCM
665
Jacobi Capital Management
Pennsylvania
$403K +$16.7K +59 +4%
CA
666
Clearstead Advisors
Ohio
$402K
BC
667
Bridgefront Capital
Texas
$400K -$40.7K -144 -9%
ETH
668
Exos TFP Holdings
New York
$399K +$274K +969 +206%
MNBTD
669
Moody National Bank Trust Division
Texas
$396K
SCM
670
Suvretta Capital Management
New York
$396K +$404K +1,430 New
WJWM
671
Williams Jones Wealth Management
New York
$390K
PFBT
672
Parkside Financial Bank & Trust
Missouri
$390K +$4.52K +16 +1%
MFFIA
673
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$389K +$396K +1,403 New
CGL
674
Clarius Group LLC
Washington
$388K +$7.34K +26 +2%
GFPC
675
Global Financial Private Client
Florida
$385K +$7.63K +27 +2%