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Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
201
Raymond James Financial Services Advisors
Florida
$325K -$33.1K -664 -10%
GT
202
Greenleaf Trust
Michigan
$317K +$27.6K +553 +11%
AG
203
Ascent Group
Virginia
$310K -$17.1K -343 -6%
FVWA
204
Foster Victor Wealth Advisors
South Carolina
$307K +$15.1K +303 +6%
FHA
205
First Horizon Advisors
Tennessee
$303K +$1.85K +37 +0.7%
PA
206
Parallel Advisors
California
$301K +$176K +3,522 +187%
BTWM
207
Baker Tilly Wealth Management
Wisconsin
$283K -$106K -2,120 -29%
FHB
208
First Hawaiian Bank
Hawaii
$281K -$899 -18 -0.4%
SFA
209
Sequoia Financial Advisors
Ohio
$281K +$21.4K +429 +9%
SW
210
SVB Wealth
Massachusetts
$279K -$17.6K -352 -7%
CCM
211
Corsair Capital Management
New York
$279K +$250K +5,000 New
SGA
212
Strategic Global Advisors
California
$269K -$3.94K -79 -2%
HF
213
HRT Financial
New York
$265K +$237K +4,756 New
EI
214
Ethic Inc
New York
$262K +$234K +4,693 New
MOS
215
MGO One Seven
Ohio
$261K -$92.1K -1,844 -28%
Zurich Cantonal Bank
216
Zurich Cantonal Bank
Switzerland
$259K -$124K -2,493 -35%
DWT
217
Dorsey & Whitney Trust
South Dakota
$259K +$1.65K +33 +0.7%
JWM
218
Janiczek Wealth Management
Colorado
$257K +$64.9K +1,300 +39%
Cambridge Investment Research Advisors
219
Cambridge Investment Research Advisors
Iowa
$252K +$20K +400 +10%
BC
220
Bridgefront Capital
Texas
$250K +$224K +4,494 New
PWG
221
Portside Wealth Group
Utah
$250K +$224K +4,484 New
BEAM
222
Baker Ellis Asset Management
Washington
$245K +$220K +4,400 New
M&T Bank
223
M&T Bank
New York
$244K +$219K +4,392 New
GAB
224
German American Bancorp
Indiana
$243K +$998 +20 +0.5%
KAS
225
Kestra Advisory Services
Texas
$234K +$209K +4,195 New