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Name Holding Trade Value Shares
Change
Change in
Stake
CG
376
Caprock Group
Idaho
$575K +$540K +5,146 New
BG
377
Bahl & Gaynor
Ohio
$574K -$343K -3,272 -35%
SCA
378
Sandy Cove Advisors
Massachusetts
$573K
WAM
379
Weatherly Asset Management
California
$570K -$57.7K -550 -8%
TCA
380
Transcend Capital Advisors
New Jersey
$560K +$76.4K +728 +14%
YCM
381
Yousif Capital Management
Michigan
$559K -$100K -955 -14%
AWM
382
Absher Wealth Management
North Carolina
$556K -$14.5K -138 -2%
RP
383
Raelipskie Partnership
Ontario, Canada
$555K
FW
384
FullCircle Wealth
Texas
$553K +$15.5K +148 +3%
SG
385
StoneX Group
New York
$544K +$598K +5,696 New
BSB
386
Bangor Savings Bank
Maine
$543K -$15.6K -149 -3%
RPCONE
387
Retirement Planning Company of New England
Rhode Island
$542K +$12K +114 +2%
VA
388
Vident Advisory
Georgia
$539K +$36.2K +345 +7%
LNWWM
389
Laird Norton Wetherby Wealth Management
California
$539K -$138K -1,316 -19%
CL
390
Choreo LLC
Illinois
$533K +$44.9K +428 +8%
PIM
391
Penobscot Investment Management
Massachusetts
$532K -$343K -3,267 -37%
RFC
392
Regions Financial Corp
Alabama
$532K +$585K +5,570 New
BMWM
393
Brown Miller Wealth Management
Virginia
$530K +$6.19K +59 +1%
HH
394
Hilltop Holdings
Texas
$529K +$135K +1,287 +30%
IC
395
IEQ Capital
California
$529K +$315K +3,005 +119%
WG
396
Welch Group
Alabama
$525K -$8.61K -82 -1%
SFA
397
Sequoia Financial Advisors
Ohio
$523K +$304K +2,896 +112%
RPC
398
Rossmore Private Capital
Connecticut
$511K
PWG
399
Portside Wealth Group
Utah
$501K +$8.71K +83 +2%
Fifth Third Bancorp
400
Fifth Third Bancorp
Ohio
$500K -$17.9K -171 -3%