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Name Holding Trade Value Shares
Change
Change in
Stake
CP
501
Covenant Partners
Tennessee
$429K
CWM
502
Calamos Wealth Management
Illinois
$428K
QI
503
Qtron Investments
Massachusetts
$423K +$54.2K +2,162 +16%
KWM
504
Keebeck Wealth Management
Illinois
$421K -$3.98K -159 -1%
FMWA
505
Forvis Mazars Wealth Advisors
Missouri
$418K -$111K -4,437 -22%
Koshinski Asset Management
506
Koshinski Asset Management
Illinois
$417K +$23.9K +956 +7%
TBA
507
Tower Bridge Advisors
Pennsylvania
$417K
GVAG
508
Great Valley Advisor Group
Delaware
$417K +$66.7K +2,663 +21%
RIA
509
Realta Investment Advisors
Delaware
$416K -$34.7K -1,384 -8%
LW
510
Linscomb Wealth
Texas
$414K -$79.3K -3,166 -17%
IR
511
IAT Reinsurance
New York
$410K
IRC
512
Investors Research Corp
Georgia
$408K +$12.6K +501 +3%
TYCC
513
Texas Yale Capital Corp
Florida
$404K +$27.6K +1,100 +8%
LNWTC
514
Laird Norton Wetherby Trust Company
Washington
$401K +$368K +14,683 New
GT
515
Greenleaf Trust
Michigan
$400K +$33.7K +1,345 +10%
ONB
516
Old National Bancorp
Indiana
$399K -$350K -13,977 -49%
PTC
517
Private Trust Company
Ohio
$396K
AWE
518
Avidian Wealth Enterprises
Texas
$395K -$155K -6,200 -30%
SCA
519
Stonebridge Capital Advisors
Minnesota
$395K -$32.6K -1,300 -8%
BSW
520
Buckingham Strategic Wealth
Missouri
$395K +$88.9K +3,547 +33%
SF
521
Summit Financial
New Jersey
$395K -$58.4K -2,330 -14%
KCM
522
Kanawha Capital Management
Virginia
$394K
FHB
523
First Hawaiian Bank
Hawaii
$392K -$66.2K -2,641 -16%
V
524
Veritable
Delaware
$392K -$16.3K -650 -4%
LFA
525
Legacy Financial Advisors
Kentucky
$389K +$18.4K +735 +5%