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Name Holding Trade Value Shares
Change
Change in
Stake
TH
501
TCTC Holdings
Texas
$233K
AP
502
Advisor Partners
California
$233K +$214K +5,213 New
Brown Advisory
503
Brown Advisory
Maryland
$232K -$32.8K -801 -13%
SB
504
Sunflower Bank
Texas
$231K +$212K +5,163 New
RMCM
505
Reynders McVeigh Capital Management
Massachusetts
$231K +$212K +5,179 New
V
506
Veritable
Delaware
$231K +$212K +5,179 New
FCCM
507
First City Capital Management
Georgia
$227K +$195K +4,751 New
BTW
508
Boston Trust Walden
Massachusetts
$224K +$205K +5,007 New
SNT
509
Security National Trust
West Virginia
$223K
SWP
510
Stratos Wealth Partners
Ohio
$220K -$28.1K -686 -12%
DA
511
DCM Advisors
New York
$220K +$202K +4,933 New
FLA
512
Financial Life Advisors
Texas
$212K +$195K +4,751 New
RIA
513
Realta Investment Advisors
Delaware
$211K +$193K +4,717 New
OWA
514
One Wealth Advisors
California
$211K +$193K +4,719 New
WTC
515
WhitTier Trust Company
Nevada
$209K -$1.43K -35 -0.7%
MIM
516
Montgomery Investment Management
Maryland
$209K +$191K +4,672 New
FFN
517
Focus Financial Network
Minnesota
$208K +$191K +4,666 New
SMH
518
Sanders Morris Harris
Texas
$201K +$178K +4,341 New
FIM
519
Freedom Investment Management
Connecticut
$201K +$184K +4,498 New
NNP
520
Nachman Norwood & Parrott
South Carolina
$201K +$185K +4,506 New
PFA
521
Professional Financial Advisors
Nebraska
$195K
BAM
522
Belpointe Asset Management
Nevada
$194K -$27.8K -679 -13%
JFGIW
523
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$194K +$178K +4,337 New
CFG
524
CKW Financial Group
Hawaii
$192K +$16.2K +395 +10%
GRP
525
Global Retirement Partners
California
$186K -$4.46K -109 -3%