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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
651
Aaron Wealth Advisors
Illinois
$457K +$77.6K +1,856 +23%
SIG
652
Stonegate Investment Group
Alabama
$456K -$100K -2,399 -20%
AH
653
Addis & Hill
Pennsylvania
$455K
Vontobel Holding
654
Vontobel Holding
Switzerland
$453K -$80.6K -1,929 -16%
ACM
655
Aster Capital Management
United Arab Emirates
$451K +$426K +10,201 New
CFP
656
Catalyst Financial Partners
Massachusetts
$450K +$9.61K +230 +2%
PFP
657
Paragon Financial Partners
California
$450K
CBTWT
658
Community Bank & Trust (Waco, Texas)
Texas
$446K -$2.93K -70 -0.7%
BF
659
BOK Financial
Oklahoma
$445K +$24.9K +596 +7%
RT
660
Rockland Trust
Massachusetts
$445K +$404K +9,659 New
TSWM
661
Tyler-Stone Wealth Management
Ohio
$445K
FB
662
Finward Bancorp
Indiana
$445K
IWC
663
Integrated Wealth Concepts
Massachusetts
$439K -$20.7K -495 -5%
SWP
664
Sagespring Wealth Partners
Tennessee
$437K +$396K +9,474 New
MOS
665
MGO One Seven
Ohio
$432K +$143K +3,411 +57%
YIH
666
Y-Intercept (HK)
Hong Kong
$431K +$128K +3,060 +49%
DAS
667
Diversify Advisory Services
Utah
$430K +$383K +9,171 New
OBWG
668
Onyx Bridge Wealth Group
New York
$428K
CHP
669
Cable Hill Partners
Oregon
$426K -$5.64K -135 -1%
SL
670
Sentinus LLC
Illinois
$426K -$3.97K -95 -1%
Two Sigma Advisers
671
Two Sigma Advisers
New York
$424K -$1.06M -25,400 -73%
UF
672
Univest Financial
Pennsylvania
$424K +$385K +9,200 New
GT
673
Glenview Trust
Kentucky
$423K +$152K +3,646 +66%
PCA
674
Pallas Capital Advisors
Massachusetts
$420K +$150K +3,591 +65%
AMIM
675
Aull & Monroe Investment Management
Alabama
$419K -$4.18K -100 -1%