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Name Holding Trade Value Shares
Change
Change in
Stake
CL
676
Choreo LLC
Illinois
$296K +$12.4K +370 +4%
OWA
677
Outlook Wealth Advisors
Texas
$296K +$13.7K +408 +5%
CCM
678
Coldstream Capital Management
Washington
$295K -$64.5K -1,921 -18%
CBU
679
CIBC Bank USA
Illinois
$293K -$61.7K -1,838 -18%
CC
680
Courier Capital
New York
$292K +$26.5K +790 +10%
CBN
681
Cadence Bank NA
Texas
$289K -$17.6K -523 -6%
TCOV
682
Trust Company of Vermont
Vermont
$285K +$772 +23 +0.3%
HPC
683
Hobart Private Capital
North Carolina
$284K +$17.2K +512 +7%
RCAG
684
Rehmann Capital Advisory Group
Michigan
$284K -$623K -18,549 -69%
BBHC
685
Brown Brothers Harriman & Co
New York
$283K -$5.04K -150 -2%
BHBT
686
Burke & Herbert Bank & Trust
Virginia
$282K -$8.23K -245 -3%
VAS
687
Vestmark Advisory Solutions
Massachusetts
$282K +$37.9K +1,130 +16%
FPCG
688
Fort Pitt Capital Group
Pennsylvania
$281K -$10.4K -310 -4%
GW
689
GW & Wade
Massachusetts
$279K +$3.29K +98 +1%
CBFP
690
Cedar Brook Financial Partners
Ohio
$279K +$7.22K +215 +3%
CWP
691
Capital Wealth Planning
Florida
$276K
BS
692
Bessemer Securities
New York
$275K -$2.5M -74,581 -90%
EFS
693
Essex Financial Services
Connecticut
$271K -$188K -5,591 -42%
Jane Street
694
Jane Street
New York
$271K +$264K +7,872 New
GSBTD
695
Glenview State Bank Trust Department
Illinois
$269K
KA
696
Kovack Advisors
Florida
$268K +$101 +3 +0%
CG
697
Caprock Group
Idaho
$267K -$45.4K -1,353 -15%
AWM
698
Affinity Wealth Management
Delaware
$267K +$14K +418 +6%
SFG
699
StrategIQ Financial Group
Indiana
$266K
TYCC
700
Texas Yale Capital Corp
Florida
$266K