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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
701
Cerity Partners
New York
$312K -$226K -6,413 -41%
IWM
702
IHT Wealth Management
Illinois
$312K +$8.37K +237 +3%
SWM
703
Segment Wealth Management
Texas
$311K
CG
704
Caprock Group
Idaho
$311K +$116K +3,277 +56%
AWA
705
Arete Wealth Advisors
Illinois
$311K +$321K +9,103 New
SCI
706
Stableford Capital II
Arizona
$309K -$12.8K -362 -4%
MC
707
Menta Capital
California
$307K +$317K +8,973 New
CBN
708
Cadence Bank NA
Texas
$305K -$3.71K -105 -1%
JCM
709
Jacobi Capital Management
Pennsylvania
$304K +$5.54K +157 +2%
WMA
710
Wealth Management Associates
New Jersey
$301K +$29.7K +842 +11%
VDI
711
Vaughan David Investments
Illinois
$299K -$64.8K -1,835 -17%
APG
712
Abacus Planning Group
South Carolina
$298K +$15.1K +428 +5%
WSFS
713
Wilmington Savings Fund Society
Delaware
$296K -$13.8K -391 -4%
BBA
714
Braun-Bostich & Associates
Pennsylvania
$296K +$125K +3,547 +70%
RWP
715
RWA Wealth Partners
Massachusetts
$295K +$9.92K +281 +3%
BWM
716
Buckley Wealth Management
Nevada
$291K -$5.26K -149 -2%
FPCG
717
Fort Pitt Capital Group
Pennsylvania
$289K -$49.5K -1,402 -14%
PTC
718
Philadelphia Trust Company
Pennsylvania
$288K -$47.3K -1,340 -14%
BHBT
719
Burke & Herbert Bank & Trust
Virginia
$288K -$2.96K -84 -1%
ACS
720
Archford Capital Strategies
Illinois
$287K -$37.3K -1,058 -11%
CWP
721
Capital Wealth Planning
Florida
$287K +$296K +8,392 New
SC
722
Scotia Capital
Ontario, Canada
$286K -$1.71M -48,550 -85%
BBHC
723
Brown Brothers Harriman & Co
New York
$286K -$42.8K -1,214 -13%
CCIA
724
Campbell & Co Investment Adviser
Maryland
$286K +$295K +8,371 New
Qube Research & Technologies (QRT)
725
Qube Research & Technologies (QRT)
United Kingdom
$283K -$1.1M -31,147 -79%