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Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
601
HSBC Holdings
United Kingdom
$333K +$33.3K +205 +12%
LSAG
602
Lake Street Advisors Group
New Hampshire
$332K +$16.7K +103 +6%
PTC
603
Private Trust Company
Ohio
$331K +$66.6K +410 +26%
Carson Wealth (CWM LLC)
604
Carson Wealth (CWM LLC)
Nebraska
$330K
WA
605
Wheatland Advisors
Pennsylvania
$328K -$1.63K -10 -0.5%
EFSCE
606
Enterprise Financial Services Corp (EFSC)
Missouri
$327K -$1.79K -11 -0.6%
KLI
607
Kelman-Lazarov Inc
Tennessee
$326K -$10.2K -63 -3%
HBT
608
Hills Bank & Trust
Iowa
$325K
MWM
609
Mission Wealth Management
California
$324K +$5.36K +33 +2%
MCM
610
Maple Capital Management
Vermont
$323K -$9.1K -56 -3%
CFB
611
Cullen/Frost Bankers
Texas
$322K -$8.61K -53 -3%
NHC
612
Nicholas Hoffman & Company
Georgia
$320K +$56.9K +350 +23%
AIM
613
Anchor Investment Management
South Carolina
$320K +$81.3K +500 +36%
P
614
Pitcairn
Pennsylvania
$319K +$18.5K +114 +6%
BONST
615
Bank of Nova Scotia Trust
Ontario, Canada
$313K +$28.3K +174 +10%
WB
616
Webster Bank
Connecticut
$312K
LC
617
Lindbrook Capital
California
$310K +$17.6K +108 +6%
HCM
618
Howland Capital Management
Massachusetts
$310K +$18K +111 +6%
FWM
619
Frontier Wealth Management
Missouri
$309K -$604K -3,716 -67%
MFW
620
Meristem Family Wealth
Minnesota
$309K
TCB
621
Texas Capital Bancshares
Texas
$308K -$1.14K -7 -0.4%
GBT
622
Grove Bank & Trust
Florida
$306K
MWP
623
MYCIO Wealth Partners
Pennsylvania
$306K +$295K +1,817 New
SWA
624
Stratos Wealth Advisors
Ohio
$304K +$75.4K +464 +35%
CCM
625
Chickasaw Capital Management
Tennessee
$303K