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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
476
Strait & Sound Wealth Management
California
$1.06M +$677K +17,640 +138%
LF
477
Lantz Financial
Illinois
$1.05M -$27K -702 -2%
Dynamic Advisor Solutions
478
Dynamic Advisor Solutions
Arizona
$1.05M +$806K +20,991 +233%
YP
479
YANKCOM Partnership
South Dakota
$1.04M +$327K +8,523 +40%
BB
480
Berkshire Bank
Massachusetts
$1.03M +$31.7K +825 +3%
NB
481
NBT Bank
New York
$1.03M -$91.2K -2,375 -7%
IFG Advisory
482
IFG Advisory
Georgia
$1.02M +$40.9K +1,064 +4%
STB
483
S&T Bank
Pennsylvania
$1.02M -$11.4K -298 -1%
RCM
484
Radnor Capital Management
Pennsylvania
$1.02M -$32.1K -835 -3%
CIAS
485
Capital Investment Advisory Services
North Carolina
$1.01M +$475K +12,381 +75%
ATC
486
Argent Trust Co
Tennessee
$1.01M -$1.04M -26,983 -48%
Cresset Asset Management
487
Cresset Asset Management
Illinois
$1M +$209K +5,451 +23%
Lido Advisors
488
Lido Advisors
California
$1M -$35K -912 -3%
Modera Wealth Management
489
Modera Wealth Management
New Jersey
$996K +$74.1K +1,929 +7%
NLP
490
Next Level Private
New York
$995K +$747K +19,458 +215%
Great Lakes Advisors
491
Great Lakes Advisors
Illinois
$995K +$1.09M +28,494 New
LTAS
492
Linden Thomas Advisory Services
North Carolina
$989K +$45.1K +1,174 +4%
RIA
493
Recurrent Investment Advisors
Texas
$987K +$56.9K +1,481 +6%
GLA
494
Good Life Advisors
Pennsylvania
$985K +$722K +18,813 +201%
Segall Bryant & Hamill
495
Segall Bryant & Hamill
Illinois
$982K -$37.3K -970 -3%
Fifth Third Bancorp
496
Fifth Third Bancorp
Ohio
$975K -$35.2K -917 -3%
Swedbank
497
Swedbank
Sweden
$974K -$5.88M -153,224 -85%
CB
498
Community Bank
New York
$971K -$264K -6,877 -20%
Thrivent Financial for Lutherans
499
Thrivent Financial for Lutherans
Minnesota
$963K +$5.38K +140 +0.5%
Bradley Foster & Sargent
500
Bradley Foster & Sargent
Connecticut
$959K -$26.4K -687 -2%