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Name Holding Trade Value Shares
Change
Change in
Stake
NW
551
NewEdge Wealth
Pennsylvania
$1.01M +$128K +1,346 +14%
CGH
552
Crossmark Global Holdings
Texas
$997K +$193K +2,032 +23%
FTWA
553
Fifth Third Wealth Advisors
Ohio
$983K +$11.6K +122 +1%
OIA
554
OneDigital Investment Advisors
Kansas
$978K +$483K +5,093 +93%
PT
555
Plimoth Trust
Massachusetts
$976K -$1.9K -20 -0.2%
CBB
556
Citizens Business Bank
California
$975K -$379 -4 -0%
AIM
557
Aigen Investment Management
New York
$974K +$1,000K +10,539 New
CAG
558
Csenge Advisory Group
Florida
$971K -$215K -2,264 -18%
EGM
559
Engineers Gate Manager
New York
$963K -$14M -147,382 -93%
BC
560
Bowman & Company
Wisconsin
$961K +$985K +10,381 New
HS
561
HighVista Strategies
Massachusetts
$955K +$69.1K +728 +8%
DCM
562
DGS Capital Management
New Jersey
$947K -$46.5K -490 -5%
LNWTC
563
Laird Norton Wetherby Trust Company
Washington
$931K +$955K +10,072 New
BOS
564
Bank of Stockton
California
$929K +$123K +1,300 +15%
V
565
ViaWealth
Kansas
$884K -$65.8K -694 -7%
GC
566
Grimes & Company
Massachusetts
$881K +$290K +3,055 +47%
MMM
567
Mendel Money Management
Illinois
$880K
WANY
568
Wealthspire Advisors (New York)
New York
$878K +$321K +3,380 +55%
PWS
569
Peterson Wealth Services
Utah
$874K +$897K +9,454 New
VCM
570
Vines Capital Management
Louisiana
$869K +$892K +9,405 New
RFC
571
Regions Financial Corp
Alabama
$864K +$327K +3,444 +58%
EH
572
Equitable Holdings
New York
$846K +$16.8K +177 +2%
GT
573
Greenleaf Trust
Michigan
$838K +$2.37K +25 +0.3%
AS
574
Altshuler Shaham
Israel
$837K +$67K +706 +8%
SCI
575
S&CO Inc
Massachusetts
$828K