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Name Holding Trade Value Shares
Change
Change in
Stake
SG
501
Stonnington Group
California
$290K +$271K +5,440 New
HW
502
Hancock Whitney
Mississippi
$290K +$274K +5,503 New
CCP
503
Corient Capital Partners
California
$286K -$90.1K -1,807 -25%
APA
504
American Portfolios Advisors
New York
$283K +$13.9K +279 +5%
SWM
505
Spire Wealth Management
Virginia
$282K -$14.3K -286 -5%
SB
506
Sunflower Bank
Texas
$276K -$6.93K -139 -3%
PA
507
Profund Advisors
Maryland
$275K +$260K +5,207 New
GVAG
508
Great Valley Advisor Group
Delaware
$270K +$255K +5,108 New
BTW
509
Boston Trust Walden
Massachusetts
$267K
PL
510
Parthenon LLC
Kentucky
$260K +$246K +4,933 New
WPW
511
Waldron Private Wealth
Pennsylvania
$258K +$244K +4,903 New
SNT
512
Security National Trust
West Virginia
$252K
ADL
513
Asset Dedication LLC
California
$251K -$12.3K -247 -5%
FCCM
514
First City Capital Management
Georgia
$251K +$2.84K +57 +1%
AP
515
Advisor Partners
California
$247K -$9.42K -189 -4%
FFN
516
Focus Financial Network
Minnesota
$246K
MIM
517
Montgomery Investment Management
Maryland
$246K
DADC
518
D.A. Davidson & Co
Montana
$246K +$19.6K +394 +9%
PA
519
Parallel Advisors
California
$245K +$16.4K +329 +8%
SWP
520
Stratos Wealth Partners
Ohio
$241K -$9.17K -184 -4%
SMH
521
Sanders Morris Harris
Texas
$235K
MOS
522
MGO One Seven
Ohio
$235K +$598 +12 +0.3%
CL
523
CPWM LLC
Washington
$235K +$1.84K +37 +0.8%
SW
524
SteelPeak Wealth
California
$235K +$8.08K +162 +4%
LSA
525
Leonteq Securities AG
Switzerland
$234K +$27.8K +558 +14%