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Name Holding Trade Value Shares
Change
Change in
Stake
FMBTD
726
First Midwest Bank Trust Division
Illinois
$475K -$2.9K -19 -0.6%
FNT
727
First National Trust
Pennsylvania
$474K +$13.3K +87 +3%
AWCI
728
Alpine Woods Capital Investors
New York
$472K -$30.5K -200 -6%
PFS
729
Prospera Financial Services
Texas
$472K +$51.3K +336 +12%
BAM
730
Belpointe Asset Management
Nevada
$469K -$32.1K -210 -6%
RIS
731
Retirement Income Solutions
Michigan
$464K -$2.9K -19 -0.6%
NIM
732
NuWave Investment Management
New Jersey
$462K +$445K +2,911 +1,300%
SIC
733
SFE Investment Counsel
California
$461K -$67.5K -442 -12%
Jones Financial Companies
734
Jones Financial Companies
Missouri
$461K -$7.33K -48 -2%
IAA
735
Independent Advisor Alliance
North Carolina
$458K +$474K +3,106 New
BRWA
736
B. Riley Wealth Advisors
Florida
$456K +$16.5K +108 +4%
RWM
737
Rench Wealth Management
Texas
$450K +$1.37K +9 +0.3%
VIA
738
Vident Investment Advisory
Georgia
$448K +$26.7K +175 +6%
BOTW
739
Bank of the West
California
$447K -$16.6K -109 -3%
NIA
740
Northstar Investment Advisors
Colorado
$443K – – –
SFG
741
SNS Financial Group
Minnesota
$442K +$153 +1 +0%
Credit Agricole
742
Credit Agricole
France
$442K +$458K +3,000 New
IFAM
743
Institutional & Family Asset Management
Colorado
$441K – – –
YWP
744
YorkBridge Wealth Partners
New York
$439K +$305 +2 +0.1%
AIM
745
Assured Investment Management
New York
$429K +$445K +2,912 New
FUBT
746
First United Bank & Trust
Maryland
$428K +$444K +2,905 New
TSS
747
Two Sigma Securities
New York
$427K +$443K +2,900 New
SGCA
748
Steel Grove Capital Advisors
Tennessee
$426K -$8.09K -53 -2%
CIC
749
Cornercap Investment Counsel
Georgia
$425K – – –
OPA
750
Old Port Advisors
Maine
$425K +$424K +2,779 New