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Name Holding Trade Value Shares
Change
Change in
Stake
KFC
651
Klingenstein Fields & Co
New York
$435K – – –
MWM
652
Mission Wealth Management
California
$434K +$18.1K +64 +4%
FCAG
653
First Capital Advisors Group
New Jersey
$432K -$23.2K -82 -5%
BPA
654
Beacon Pointe Advisors
California
$426K +$76.5K +271 +21%
PL
655
Plancorp LLC
Missouri
$426K +$5.37K +19 +1%
CPIA
656
Cornell Pochily Investment Advisors
New York
$425K +$24K +85 +6%
IB
657
Intrust Bank
Kansas
$421K +$67.5K +239 +19%
SACTSONJ
658
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$415K – – –
OIA
659
OneDigital Investment Advisors
Kansas
$413K +$97.4K +345 +30%
WB
660
WesBanco Bank
West Virginia
$412K +$420K +1,488 New
HT
661
HighTower Trust
Texas
$411K -$4.24K -15 -1%
AIIMS
662
Analyst IMS Investment Management Services
Israel
$411K – – –
SCA
663
Snowden Capital Advisors
New York
$410K +$123K +437 +42%
BP
664
Ballentine Partners
Massachusetts
$410K -$282 -1 -0.1%
LC
665
Lavaca Capital
Texas
$409K -$26.8K -95 -6%
SC
666
SRB Corp
Massachusetts
$404K +$412K +1,457 New
IWA
667
Intercontinental Wealth Advisors
Texas
$403K -$170K -601 -29%
JCM
668
Jacobi Capital Management
Pennsylvania
$403K +$16.7K +59 +4%
CA
669
Clearstead Advisors
Ohio
$402K – – –
BC
670
Bridgefront Capital
Texas
$400K -$40.7K -144 -9%
ETH
671
Exos TFP Holdings
New York
$399K +$274K +969 +206%
MNBTD
672
Moody National Bank Trust Division
Texas
$396K – – –
SCM
673
Suvretta Capital Management
New York
$396K +$404K +1,430 New
WJWM
674
Williams Jones Wealth Management
New York
$390K – – –
PFBT
675
Parkside Financial Bank & Trust
Missouri
$390K +$4.52K +16 +1%