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Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
251
Acadian Asset Management
Massachusetts
$97K +$94.3K +733 New
PWPS
252
Pinnacle Wealth Planning Services
Ohio
$97K +$94.7K +736 New
FBT
253
First Bank & Trust
South Dakota
$87K -$36.7K -285 -30%
First Horizon Advisors
254
First Horizon Advisors
Tennessee
$86K -$5.15K -40 -6%
Panagora Asset Management
255
Panagora Asset Management
Massachusetts
$85K – – –
Capital Analysts LLC
256
Capital Analysts LLC
Pennsylvania
$75K +$2.32K +18 +3%
Brown Brothers Harriman & Co
257
Brown Brothers Harriman & Co
New York
$72K +$70.3K +546 New
MLFP
258
MPS Loria Financial Planners
Illinois
$69K +$7.72K +60 +12%
BWA
259
BDO Wealth Advisors
Florida
$66K – – –
CHC
260
City Holding Co
West Virginia
$66K – – –
SFPG
261
Stonebridge Financial Planning Group
Florida
$63K – – –
PHK
262
Point72 Hong Kong
Hong Kong
$53K +$51.6K +401 New
Advisory Services Network
263
Advisory Services Network
Georgia
$51K -$7.33K -57 -13%
CT
264
Caldwell Trust
Florida
$50.5K -$16.6K -129 -25%
EFSCE
265
Enterprise Financial Services Corp (EFSC)
Missouri
$48K – – –
IFP Advisors
266
IFP Advisors
Florida
$44K -$7.72K -60 -15%
CCA
267
Column Capital Advisors
Indiana
$40K – – –
IAIM
268
International Assets Investment Management
Florida
$40K +$38.6K +300 New
WEC
269
Winslow Evans & Crocker
Massachusetts
$32K +$30.9K +240 New
Sowell Financial Services
270
Sowell Financial Services
Arkansas
$30K – – –
BFC
271
Bedel Financial Consulting
Indiana
$30K +$3.86K +30 +15%
TD Private Client Wealth
272
TD Private Client Wealth
New York
$29.7K – – –
Parallel Advisors
273
Parallel Advisors
California
$29K +$2.44K +19 +10%
SWM
274
Sugarloaf Wealth Management
Georgia
$26K – – –
SWM
275
Selective Wealth Management
Virginia
$26K +$25.7K +200 New