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Name Holding Trade Value Shares
Change
Change in
Stake
SW
326
SVB Wealth
Massachusetts
$25.3K +$27.7K +253 New
WSFS
327
Wilmington Savings Fund Society
Delaware
$24K
CFB
328
Cullen/Frost Bankers
Texas
$22.6K +$23.6K +215 +1,955%
EWP
329
Elevation Wealth Partners
California
$21.2K
WF
330
Wayfinding Financial
Washington
$21K +$23.5K +214 New
JAM
331
JCIC Asset Management
Ontario, Canada
$20.5K
PSFG
332
Park Square Financial Group
Georgia
$20K +$21.9K +200 New
HPC
333
HM Payson & Co
Maine
$19.1K
CTC
334
Central Trust Company
Missouri
$17.3K
PS
335
Principal Securities
Iowa
$16.1K
CA
336
Clearstead Advisors
Ohio
$15K +$16.4K +150 New
SAM
337
Smartleaf Asset Management
Massachusetts
$14.2K -$2.41K -22 -13%
ZBNA
338
Zions Bancorporation, National Association
Utah
$13.4K +$14.7K +134 New
WT
339
Whittier Trust
California
$11.9K
JWA
340
JFS Wealth Advisors
Pennsylvania
$11.3K
Optiver Holding
341
Optiver Holding
Netherlands
$11.1K +$1.43K +13 +13%
SWM
342
Spire Wealth Management
Virginia
$11K +$110 +1 +0.9%
PPC
343
Park Place Capital
Alabama
$10.8K -$2.52K -23 -18%
BWL
344
Bogart Wealth LLC
Virginia
$10.7K -$1.32K -12 -10%
SPIA
345
Steward Partners Investment Advisory
New York
$10.5K -$30.6K -279 -73%
BIA
346
Bell Investment Advisors
California
$9.98K -$439 -4 -4%
HI
347
Harbour Investments
Wisconsin
$9.28K
Lazard Asset Management
348
Lazard Asset Management
New York
$7K -$20.4K -186 -70%
CSPIA
349
Cary Street Partners Investment Advisory
Virginia
$6.29K +$6.47K +59 +1,475%
PFBT
350
Parkside Financial Bank & Trust
Missouri
$6.19K +$6.8K +62 New