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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
376
Kestra Advisory Services
Texas
$30.9K +$32.4K +1,111 New
SIC
377
SJS Investment Consulting
Ohio
$29.2K -$8.62K -296 -22%
Jones Financial Companies
378
Jones Financial Companies
Missouri
$27.6K -$17.7K -609 -38%
RF
379
Rossby Financial
Florida
$27K +$1.05K +36 +4%
Lazard Asset Management
380
Lazard Asset Management
New York
$24.9K -$587K -20,166 -96%
NA
381
NewEdge Advisors
Louisiana
$23.1K
Los Angeles Capital Management
382
Los Angeles Capital Management
California
$22.7K +$23K +789 New
SWM
383
SHP Wealth Management
Massachusetts
$21.4K +$22.4K +770 New
TWD
384
True Wealth Design
Ohio
$20.6K -$7.37K -253 -25%
S
385
SignatureFD
Georgia
$20.4K +$4.46K +153 +26%
EF
386
Entrust Financial
Pennsylvania
$19.3K +$20.2K +694 New
SAM
387
Smartleaf Asset Management
Massachusetts
$17.9K +$175 +6 +0.9%
FHC
388
First Horizon Corporation
Tennessee
$17.7K -$11.4K -391 -38%
FMP
389
Financial Management Professionals
Texas
$17.1K
CA
390
Clearstead Advisors
Ohio
$16.6K +$11.8K +404 +210%
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$15.9K -$874 -30 -5%
PTC
392
Private Trust Company
Ohio
$15.8K
EWP
393
Elevation Wealth Partners
California
$14.9K +$11.3K +388 +262%
EPIM
394
Evelyn Partners Investment Management
$13.9K
AssetMark Inc
395
AssetMark Inc
California
$13.2K +$2.5K +86 +22%
FHA
396
Flagship Harbor Advisors
Massachusetts
$12.2K +$12.8K +439 New
RFP
397
Root Financial Partners
California
$12K +$1.28K +44 +11%
HNB
398
Huntington National Bank
Ohio
$10.6K -$874 -30 -7%
Rockefeller Capital Management
399
Rockefeller Capital Management
New York
$9.84K +$6.17K +212 +149%
BL
400
BFSG LLC
California
$7.09K