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Name Holding Trade Value Shares
Change
Change in
Stake
UB
551
UMB Bank
Missouri
$390K -$3.35K -81 -0.8%
WA
552
WBH Advisory
Maryland
$389K -$20.7K -500 -5%
FNBTCON
553
First National Bank & Trust Co of Newtown
Pennsylvania
$386K
FPAS
554
Focus Partners Advisor Solutions
Missouri
$384K +$18.6K +451 +5%
SAG
555
SageView Advisory Group
California
$382K +$12.8K +310 +3%
RCM
556
RNC Capital Management
California
$382K -$331 -8 -0.1%
CFS
557
CRA Financial Services
New Jersey
$381K +$99.6K +2,409 +35%
SW
558
SVB Wealth
Massachusetts
$380K -$80.8K -1,954 -17%
AMIM
559
Aull & Monroe Investment Management
Alabama
$379K
EFM
560
E Fund Management
China
$379K -$57.9K -1,401 -13%
RP
561
Riverwater Partners
Wisconsin
$378K +$331 +8 +0.1%
KPWS
562
Kestra Private Wealth Services
Texas
$377K +$139K +3,352 +57%
CFP
563
Catalyst Financial Partners
Massachusetts
$375K -$3.85K -93 -1%
CWS
564
Confluence Wealth Services
Pennsylvania
$373K +$1.32K +32 +0.4%
RBC
565
Romano Brothers & Co
Illinois
$373K
SA
566
Syntax Advisors
New York
$373K -$14.7K -355 -4%
VCG
567
Vantage Consulting Group
Virginia
$373K -$14.7K -355 -4%
SIG
568
Stonegate Investment Group
Alabama
$371K -$1.28K -31 -0.3%
KeyBank National Association
569
KeyBank National Association
Ohio
$367K -$11.3K -274 -3%
PWM
570
Perigon Wealth Management
California
$366K -$12.8K -310 -3%
WMA
571
Wealth Management Associates
New Jersey
$366K -$8.02K -194 -2%
CG
572
Caprock Group
Idaho
$365K +$101K +2,455 +38%
FB
573
Fulton Bank
Pennsylvania
$361K -$1.03K -25 -0.3%
RIA
574
Realta Investment Advisors
Delaware
$355K +$11.4K +276 +3%
BW
575
Basepoint Wealth
Iowa
$354K +$70.2K +1,697 +24%