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Name Holding Trade Value Shares
Change
Change in
Stake
SP
676
Successful Portfolios
Florida
$335K -$5.05K -134 -1%
BW
677
Bison Wealth
Georgia
$334K +$334K +8,878 New
ITIM
678
Indiana Trust & Investment Management
Indiana
$331K -$13.2K -351 -4%
CFG
679
Citizens Financial Group
Rhode Island
$330K -$4.97K -132 -1%
BHBT
680
Burke & Herbert Bank & Trust
Virginia
$326K -$4.9K -130 -1%
SIC
681
Sigma Investment Counselors
Michigan
$325K -$4.9K -130 -1%
IIC
682
Integrated Investment Consultants
Michigan
$325K +$325K +8,622 New
MFG
683
Merit Financial Group
Georgia
$324K -$2.07K -55 -0.6%
RG
684
Rikoon Group
New Mexico
$323K -$4.97K -132 -1%
KJWM
685
Kiley Juergens Wealth Management
Washington
$322K -$4.9K -130 -1%
SWA
686
Sutton Wealth Advisors
Florida
$322K -$4.82K -128 -1%
WAAG
687
Wealth Alliance Advisory Group
Kansas
$321K +$7.5K +199 +2%
CAGAS
688
Capital Advisory Group Advisory Services
Minnesota
$319K +$319K +8,467 New
IUHSA
689
Itau Unibanco Holding S.A.
Brazil
$316K +$203K +5,396 +180%
AW
690
ACG Wealth
Georgia
$315K -$184K -4,890 -37%
QAM
691
QCI Asset Management
New York
$313K -$13K -344 -4%
NIT
692
NumerixS Investment Technologies
British Columbia, Canada
$313K +$152K +4,023 +90%
NWS
693
Newport Wealth Strategies
California
$312K -$4.71K -125 -1%
NB
694
NBT Bank
New York
$310K -$12.9K -342 -4%
RW
695
Rand Wealth
Maryland
$309K -$4.67K -124 -1%
WI
696
Wintrust Investments
Illinois
$308K -$38.7K -1,028 -11%
GLA
697
Good Life Advisors
Pennsylvania
$308K -$7.42K -197 -2%
BFG
698
Beacon Financial Group
Texas
$307K -$20.1K -534 -6%
BUB
699
BBVA USA Bancshares
Texas
$306K +$24.7K +655 +9%
SSB
700
Sandy Spring Bank
Maryland
$306K +$108K +2,871 +55%