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Name Holding Trade Value Shares
Change
Change in
Stake
AA
326
Argent Advisors
Louisiana
$874K +$847K +23,589 New
MHC
327
Meyer Handelman Company
New York
$874K
NBT
328
Northwest Bank & Trust
Iowa
$874K +$847K +23,586 New
SWP
329
Stratos Wealth Partners
Ohio
$869K +$71.5K +1,992 +9%
PGFC
330
Peapack-Gladstone Financial Corp
New Jersey
$858K -$51.7K -1,441 -6%
ORC
331
O'Rourke & Company
Massachusetts
$854K
V
332
ViaWealth
Kansas
$848K -$291K -8,100 -26%
IF
333
Intrua Financial
Texas
$845K -$6.17K -172 -0.7%
XT
334
XTX Topco
Cayman Islands
$841K +$614K +17,111 +307%
PPWP
335
Premier Path Wealth Partners
New Jersey
$828K +$792K +22,051 New
HCMT
336
Highland Capital Management (Tennessee)
Tennessee
$821K -$3.59K -100 -0.4%
NERM
337
New England Research & Management
Illinois
$802K
HPM
338
Hudson Portfolio Management
New York
$802K -$18.5K -515 -2%
GFS
339
GYL Financial Synergies
Connecticut
$793K -$431 -12 -0.1%
Kayne Anderson Rudnick Investment Management
340
Kayne Anderson Rudnick Investment Management
California
$790K -$13K -361 -2%
HBT
341
Hills Bank & Trust
Iowa
$789K +$51.3K +1,429 +7%
CCG
342
Cloverfields Capital Group
Minnesota
$786K
SFA
343
Sequoia Financial Advisors
Ohio
$785K +$197K +5,485 +35%
TWD
344
True Wealth Design
Ohio
$778K -$5.21K -145 -0.7%
GC
345
Guggenheim Capital
Illinois
$776K +$42.2K +1,176 +6%
LCM
346
Leisure Capital Management
California
$775K -$152K -4,235 -17%
BIA
347
Barry Investment Advisors
Massachusetts
$772K -$45.3K -1,263 -6%
AF
348
Advisornet Financial
Minnesota
$768K +$13.5K +377 +2%
William Blair & Company
349
William Blair & Company
Illinois
$758K -$113K -3,159 -13%
SIS
350
Susquehanna International Securities
Ireland
$753K +$315K +8,775 +76%