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Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
476
Moody National Bank Trust Division
Texas
$549K +$30.4K +824 +5%
RIA
477
Regal Investment Advisors
Michigan
$547K -$21.9K -594 -4%
STA
478
Summit Trail Advisors
New York
$546K +$347K +9,402 +148%
I
479
InceptionR
California
$545K +$582K +15,761 New
CT
480
Caldwell Trust
Florida
$544K +$58.8K +1,592 +11%
AIC
481
Archer Investment Corporation
Indiana
$543K +$39.3K +1,065 +7%
EF
482
Empowered Funds
Pennsylvania
$540K -$6.21M -168,356 -92%
SG
483
Sourcerock Group
Colorado
$540K -$369 -10 -0.1%
ISL
484
Ingalls & Snyder LLC
New York
$529K -$17.9K -486 -3%
FTWA
485
Fifth Third Wealth Advisors
Ohio
$523K +$227K +6,139 +69%
TPCW
486
TD Private Client Wealth
New York
$517K -$8.93K -242 -2%
LSIA
487
LaSalle St. Investment Advisors
Illinois
$515K +$2.66K +72 +0.5%
CNBT
488
Cornerstone National Bank & Trust
Illinois
$514K
BEI
489
Benjamin Edwards Inc
Missouri
$514K +$31.9K +863 +6%
JCM
490
Jacobi Capital Management
Pennsylvania
$511K +$61.9K +1,678 +13%
GCM
491
Graham Capital Management
Connecticut
$503K +$536K +14,528 New
CAM
492
Campion Asset Management
Virginia
$502K -$6.83K -185 -1%
KA
493
Kintegral Advisory
New York
$500K +$50.4K +1,365 +10%
MFGM
494
Marshall Financial Group (Maryland)
Maryland
$498K -$121K -3,289 -19%
SLI
495
Sumitomo Life Insurance
Japan
$487K -$72.2K -1,956 -12%
BDF
496
Black Diamond Financial
Maryland
$487K +$10.3K +279 +2%
TG
497
TCW Group
California
$483K +$19.7K +533 +4%
PT
498
Plimoth Trust
Massachusetts
$479K -$10.9K -295 -2%
AWS
499
Atria Wealth Solutions
New York
$478K -$80.8K -2,190 -14%
S
500
SignatureFD
Georgia
$475K -$50.6K -1,371 -9%