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Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
901
Highland Private Wealth Management
Washington
$248K +$222K +1,213 New
TI
902
Truehand Inc
New Hampshire
$246K -$5.13K -28 -2%
CCM
903
Coldstream Capital Management
Washington
$246K +$220K +1,199 New
SC
904
SouthState Corp
Florida
$245K -$60.1K -328 -22%
SFG
905
SNS Financial Group
Minnesota
$245K +$220K +1,198 New
BB
906
Bell Bank
North Dakota
$244K +$219K +1,192 New
PFPT
907
Pinnacle Financial Partners (Tennessee)
Tennessee
$243K +$218K +1,190 New
IB
908
Intrust Bank
Kansas
$242K +$217K +1,183 New
IWC
909
Integrated Wealth Concepts
Massachusetts
$238K +$213K +1,164 New
CIP
910
Convergence Investment Partners
Florida
$237K +$212K +1,158 New
PTC
911
Petrus Trust Company
Texas
$237K +$212K +1,158 New
MAFM
912
Mid Atlantic Financial Management
Pennsylvania
$235K +$211K +1,149 New
IFS
913
Ifrah Financial Services
Arkansas
$231K +$208K +1,132 New
DBT
914
Dubuque Bank & Trust
Iowa
$230K +$206K +1,125 New
CAL
915
Capital Analysts LLC
Pennsylvania
$228K +$22.9K +125 +13%
ECM
916
Evergreen Capital Management
Washington
$228K +$204K +1,115 New
VAG
917
VisionPoint Advisory Group
Texas
$228K +$204K +1,115 New
BAM
918
Brave Asset Management
New Jersey
$228K +$205K +1,117 New
GWI
919
Grace & White Inc
New York
$227K +$204K +1,112 New
GLI
920
Guardian Life Insurance
New York
$226K – – –
Fisher Asset Management
921
Fisher Asset Management
Washington
$225K +$201K +1,098 New
OPS
922
Orion Portfolio Solutions
Nebraska
$224K +$201K +1,094 New
FHA
923
First Horizon Advisors
Tennessee
$221K -$6.6K -36 -3%
TFS
924
Thoroughbred Financial Services
Tennessee
$220K +$198K +1,078 New
AC
925
Abbrea Capital
California
$219K +$196K +1,071 New