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Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
151
Kavar Capital Partners Group
Kansas
$5.95M +$253K +1,514 +4%
PL
152
Parkwood LLC
Ohio
$5.93M +$303K +1,810 +5%
KAS
153
Kestra Advisory Services
Texas
$5.93M -$313K -1,872 -4%
WP
154
WealthPLAN Partners
Nebraska
$5.92M +$3.42M +20,425 +106%
Cerity Partners
155
Cerity Partners
New York
$5.88M -$949K -5,665 -13%
TTWM
156
TCV Trust & Wealth Management
Virginia
$5.86M +$23.8K +142 +0.4%
AC
157
Addenda Capital
Quebec, Canada
$5.84M +$1.32M +7,902 +26%
TWM
158
Tanager Wealth Management
United Kingdom
$5.78M – – –
CTA
159
Colonial Trust Advisors
South Carolina
$5.7M +$160K +953 +3%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$5.63M -$65K -388 -1%
AI
161
Atria Investments
North Carolina
$5.56M -$106K -636 -2%
LSWM
162
Lorne Steinberg Wealth Management
Canada
$5.54M -$80.4K -480 -1%
SAM
163
Strategy Asset Managers
California
$5.39M -$452K -2,697 -7%
Bank of Nova Scotia
164
Bank of Nova Scotia
Ontario, Canada
$5.36M +$589K +3,517 +11%
TCOV
165
Trust Company of Vermont
Vermont
$5.24M -$962K -5,746 -14%
Millennium Management
166
Millennium Management
New York
$5.21M +$3.3M +19,737 +130%
TH
167
TCTC Holdings
Texas
$5.2M -$101K -602 -2%
PGA
168
Portland Global Advisors
Maine
$5.18M +$179K +1,067 +3%
BWM
169
Bulltick Wealth Management
Florida
$5.16M +$5.3M +31,680 +1,082%
SBWIC
170
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.1M +$35.5K +212 +0.6%
DWM
171
Dakota Wealth Management
Florida
$4.98M -$39.8K -238 -0.7%
PA
172
Pinnacle Associates
New York
$4.76M -$45.5K -272 -0.8%
WTA
173
Washington Trust Advisors
Massachusetts
$4.65M -$48.2K -288 -0.9%
EWA
174
Exencial Wealth Advisors
Oklahoma
$4.64M +$7.2K +43 +0.1%
HFS
175
Hantz Financial Services
Michigan
$4.45M +$932K +5,565 +23%