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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
776
Petrus Trust Company
Texas
$223K +$184K +416 New
WC
777
Waterloo Capital
Texas
$221K +$183K +414 New
AWS
778
Atria Wealth Solutions
New York
$221K -$121K -275 -40%
TIM
779
Thor Investment Management
Ohio
$219K +$181K +410 New
RSWM
780
Robertson Stephens Wealth Management
California
$218K -$85.2K -193 -32%
SMA
781
Seven Mile Advisory
New Jersey
$216K +$178K +404 New
SAG
782
SageView Advisory Group
California
$215K +$150K +341 New
PTCG
783
Pring Turner Capital Group
California
$214K +$177K +401 New
ATC
784
Adirondack Trust Company
New York
$214K -$8.82K -20 -5%
AA
785
Armis Advisers
Georgia
$212K +$175K +397 New
FFP
786
Freedom Financial Partners
Minnesota
$212K +$175K +396 New
APW
787
Austin Private Wealth
Texas
$211K +$174K +394 New
CFB
788
Cullen/Frost Bankers
Texas
$210K +$68.8K +156 +66%
LOAMU
789
Lombard Odier Asset Management (USA)
New York
$210K +$173K +392 New
Massachusetts Financial Services
790
Massachusetts Financial Services
Massachusetts
$210K +$173K +392 New
SW
791
SVB Wealth
Massachusetts
$208K -$12.8K -29 -7%
SB
792
Strategic Blueprint
Georgia
$207K -$339K -768 -67%
FHA
793
Flagship Harbor Advisors
Massachusetts
$207K +$170K +386 New
CIBC World Market
794
CIBC World Market
Ontario, Canada
$205K +$169K +384 New
CRI
795
Colonial River Investments
Virginia
$204K +$165K +373 New
CPA
796
Capital Performance Advisors
California
$204K +$168K +381 New
PSP
797
Principal Street Partners
Tennessee
$202K +$167K +378 New
GM
798
GeoWealth Management
Illinois
$188K -$703K -1,594 -82%
IBOK
799
Independence Bank of Kentucky
Kentucky
$187K +$17.6K +40 +13%
Fidelity International
800
Fidelity International
Bermuda
$182K +$150K +340 New