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Name Holding Trade Value Shares
Change
Change in
Stake
NS
651
NBC Securities
Alabama
$480K -$685 -15 -0.1%
SGAM
652
Smith Group Asset Management
Texas
$479K
SWM
653
Segment Wealth Management
Texas
$479K +$13K +284 +3%
BF
654
BOK Financial
Oklahoma
$478K +$58K +1,270 +13%
MWA
655
Midland Wealth Advisors
Illinois
$476K -$19.7K -431 -4%
AWA
656
AmeriServ Wealth Advisors
Pennsylvania
$470K +$4.56K +100 +0.9%
AFG
657
Atomi Financial Group
New York
$470K +$27K +591 +6%
DT
658
Diversified Trust
Tennessee
$466K -$7.71K -169 -2%
BG
659
Bollard Group
Massachusetts
$465K +$4.02K +88 +0.8%
HT
660
Headlands Technologies
Illinois
$462K +$484K +10,604 New
ICP
661
Interchange Capital Partners
Pennsylvania
$461K +$280K +6,129 +138%
EFS
662
Essex Financial Services
Connecticut
$461K +$78.4K +1,717 +19%
FCP
663
Fidelis Capital Partners
Florida
$457K +$1.78K +39 +0.4%
TPA
664
Trivium Point Advisory
Connecticut
$456K +$36.1K +792 +8%
LS
665
Livforsakringsbolaget Skandia
Sweden
$455K
JIC
666
Johnson Investment Counsel
Ohio
$454K +$365 +8 +0.1%
ClearBridge Investments
667
ClearBridge Investments
New York
$452K +$10.1K +221 +2%
EAM
668
Erste Asset Management
Austria
$449K +$22.8K +499 +5%
V
669
VeraBank
Texas
$446K -$30.5K -668 -6%
HTC
670
Haverford Trust Company
Pennsylvania
$445K +$1.46K +32 +0.3%
TC
671
Town Capital
Maryland
$445K +$465K +10,198 New
CCA
672
Checchi Capital Advisers
California
$443K -$4.06K -89 -0.9%
PCIA
673
Prime Capital Investment Advisors
Kansas
$443K +$22.1K +485 +5%
PVI
674
Pine Valley Investments
New Jersey
$443K -$593 -13 -0.1%
AFW
675
Avantra Family Wealth
Pennsylvania
$443K +$5.93K +130 +1%