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Name Holding Trade Value Shares
Change
Change in
Stake
TBT
601
Texas Bank & Trust
Texas
$584K
HIW
602
Holos Integrated Wealth
Pennsylvania
$580K
TAM
603
Trust Asset Management
Texas
$579K -$104K -9,020 -16%
SWM
604
Silverlake Wealth Management
Vermont
$575K +$9.53K +827 +2%
JIC
605
Johnson Investment Counsel
Ohio
$574K -$15.6K -1,356 -3%
CWM
606
Cedar Wealth Management
California
$574K
IAS
607
Insigneo Advisory Services
Florida
$572K +$4.36K +378 +0.8%
NP
608
NorthRock Partners
Minnesota
$571K +$106K +9,194 +24%
PS
609
Principal Securities
Iowa
$568K -$90.9K -7,888 -14%
PNC
610
Park National Corp
Ohio
$567K -$11.2K -974 -2%
FTWA
611
Fifth Third Wealth Advisors
Ohio
$567K +$38.4K +3,335 +8%
IFWM
612
Institute for Wealth Management
Colorado
$567K -$1.03K -89 -0.2%
HA
613
Herold Advisors
New York
$567K -$36.7K -3,189 -6%
IRP
614
Investment Research Partners
Pennsylvania
$566K +$493K +42,778 New
WA
615
WESPAC Advisors
California
$566K +$546K +47,346 New
IWP
616
Insight Wealth Partners
Texas
$566K +$6.53K +567 +1%
OAM
617
Occidental Asset Management
California
$565K +$495 +43 +0.1%
LFA
618
Legacy Financial Advisors
Kentucky
$565K -$9.53K -827 -2%
EB
619
Eastern Bank
Massachusetts
$564K +$413K +35,834 +315%
Balyasny Asset Management
620
Balyasny Asset Management
Illinois
$564K -$1.57M -136,340 -74%
TIAA Trust, National Association
621
TIAA Trust, National Association
North Carolina
$561K +$40.5K +3,519 +8%
FA
622
Fiduciary Alliance
South Carolina
$560K +$887 +77 +0.2%
MWM
623
Maripau Wealth Management
Indiana
$559K +$15.5K +1,342 +3%
LNWWM
624
Laird Norton Wetherby Wealth Management
California
$558K -$33.3K -2,888 -6%
AC
625
AXQ Capital
New Jersey
$557K +$536K +46,551 New