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Name Holding Trade Value Shares
Change
Change in
Stake
IA
676
Invested Advisors
Pennsylvania
$488K +$1.68K +36 +0.4%
SAM
677
Sagewood Asset Management
New York
$487K +$200K +4,293 +76%
EAN
678
Excelsior Advisor Network
Colorado
$487K +$462K +9,931 New
BCA
679
Bay Colony Advisors
Massachusetts
$486K -$5.35K -115 -1%
First Manhattan
680
First Manhattan
New York
$486K -$104K -2,240 -18%
AH
681
Addis & Hill
Pennsylvania
$485K
MNBTD
682
Moody National Bank Trust Division
Texas
$484K +$5.44K +117 +1%
BBPWM
683
Blue Bell Private Wealth Management
Pennsylvania
$484K -$884 -19 -0.2%
CI
684
Cigna Investments
Connecticut
$479K
CLOS
685
Compagnie Lombard Odier SCmA
Switzerland
$477K +$38K +817 +9%
EWM
686
Empirical Wealth Management
Washington
$475K +$198K +4,249 +78%
MCB
687
Morton Community Bank
Illinois
$471K +$2.33K +50 +0.5%
TCIIS
688
TIAA-CREF Individual & Institutional Services
New York
$470K +$446K +9,594 New
FB
689
Finward Bancorp
Indiana
$469K
PTP
690
Platform Technology Partners
New York
$469K +$66.2K +1,423 +17%
CBTWT
691
Community Bank & Trust (Waco, Texas)
Texas
$468K
AS
692
Aware Super
Australia
$468K +$444K +9,540 New
IAS
693
Investment Advisory Services
Texas
$466K +$744 +16 +0.2%
FAN
694
Financial Advisors Network
California
$465K +$23.8K +511 +6%
SCM
695
Stevens Capital Management
Pennsylvania
$461K +$437K +9,395 New
RCA
696
Resonant Capital Advisors
Wisconsin
$460K +$10.1K +217 +2%
MG
697
Mather Group
Illinois
$459K -$8.79K -189 -2%
OBWG
698
Onyx Bridge Wealth Group
New York
$458K -$1.07K -23 -0.2%
BF
699
BOK Financial
Oklahoma
$456K -$76.8K -1,652 -15%
PFP
700
Paragon Financial Partners
California
$454K