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Name Holding Trade Value Shares
Change
Change in
Stake
CFB
451
Cullen/Frost Bankers
Texas
$3.07K
CT
452
Colonial Trust
South Carolina
$3.02K +$3.01K +13 New
PWMG
453
Private Wealth Management Group
New Jersey
$2.84K
GWM
454
Geneos Wealth Management
Colorado
$2.84K -$17.4K -75 -86%
WTC
455
WhitTier Trust Company
Nevada
$2.84K +$2.78K +12 New
SIC
456
SJS Investment Consulting
Ohio
$2.6K -$231 -1 -8%
MG
457
Mather Group
Illinois
$2.36K -$1.85K -8 -44%
W
458
WealthCollab
Washington
$2.13K
BCMLT
459
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.89K +$1.85K +8 New
VWM
460
Venturi Wealth Management
Texas
$1.89K +$1.85K +8 New
DPW
461
DiNuzzo Private Wealth
Pennsylvania
$1.42K
AWM
462
Avior Wealth Management
Nebraska
$1.18K
CWP
463
Concord Wealth Partners
Virginia
$1.18K +$1.16K +5 New
GC
464
Globeflex Capital
California
$1.18K +$1.16K +5 New
CAL
465
Capital Advisors Ltd
Ohio
$1K
AW
466
Avion Wealth
Texas
$1K +$463 +2 +67%
PMAM
467
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.16K +5 New
SS
468
Sunbelt Securities
Texas
$946 +$926 +4 New
CPG
469
Cornerstone Planning Group
New Jersey
$505 +$463 +2 New
CFO
470
CVA Family Office
Colorado
$473
RAM
471
Riggs Asset Management
Pennsylvania
$473
CA
472
Claris Advisors
Missouri
$473 +$463 +2 New
RTC
473
Riverview Trust Company
Washington
$473 +$463 +2 New
FMI
474
Fiduciary Management Inc
Wisconsin
-$59.6M -243,355 Closed
Public Sector Pension Investment Board (PSP Investments)
475
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$19.5M -79,515 Closed