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Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
501
TCV Trust & Wealth Management
Virginia
$310K – – –
VCA
502
Verdence Capital Advisors
Maryland
$310K +$286K +3,309 New
RJT
503
Raymond James Trust
Florida
$305K +$25.2K +292 +10%
TRCT
504
Tower Research Capital (TRC)
New York
$303K -$136K -1,577 -33%
PP
505
Prudential plc
United Kingdom
$302K -$15.5K -179 -5%
EA
506
Elm Advisors
California
$299K -$864 -10 -0.3%
BFO
507
Boston Family Office
Massachusetts
$295K – – –
SYBT
508
Stock Yards Bank & Trust
Kentucky
$295K +$272K +3,147 New
RIM
509
Redpoint Investment Management
Australia
$293K – – –
AIM
510
Anchor Investment Management
South Carolina
$292K +$4.06K +47 +2%
BCWM
511
Bartlett & Co Wealth Management
Ohio
$286K – – –
BC
512
Bartlett & Co
Ohio
$286K – – –
1WA
513
180 Wealth Advisors
Washington
$284K +$22.2K +257 +10%
MCM
514
MAI Capital Management
Ohio
$283K -$25.5K -295 -9%
ZB
515
Zions Bancorporation
Utah
$282K +$260K +3,011 New
HH
516
Hilltop Holdings
Texas
$281K +$259K +3,002 New
WAM
517
Wealthspire Advisors (Maryland)
Maryland
$278K -$16.5K -191 -6%
SC
518
SouthState Corp
Florida
$278K – – –
PP
519
Patten & Patten
Tennessee
$277K – – –
Macquarie Group
520
Macquarie Group
Australia
$272K -$25.9K -300 -9%
DC
521
Davenport & Co
Virginia
$272K +$691 +8 +0.3%
CAN
522
Cetera Advisor Networks
California
$271K +$248K +2,873 New
KRSITF
523
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$270K -$1.12K -13 -0.4%
CAM
524
Cresset Asset Management
Illinois
$268K +$46K +532 +23%
TCM
525
Tradition Capital Management
New Jersey
$267K – – –