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Name Holding Trade Value Shares
Change
Change in
Stake
FT
376
Fiduciary Trust
Massachusetts
$509K +$38.5K +1,072 +8%
CB
377
Cadence Bank
Mississippi
$505K +$186K +5,174 +58%
SFA
378
Sequoia Financial Advisors
Ohio
$503K +$13K +363 +3%
KTC
379
Kistler-Tiffany Companies
Pennsylvania
$501K +$7.14K +199 +1%
T
380
TRUADVICE
Florida
$498K +$48.4K +1,349 +11%
QCG
381
Quadrant Capital Group
Ohio
$497K -$27.7K -773 -5%
EWA
382
EP Wealth Advisors
California
$494K -$1.22M -33,938 -84%
PFS
383
Prospera Financial Services
Texas
$492K +$11K +306 +2%
MCC
384
Money Concepts Capital
Florida
$492K -$3.19K -89 -0.6%
BPA
385
Beacon Pointe Advisors
California
$489K -$86.8K -2,419 -15%
MCP
386
Mirador Capital Partners
California
$488K -$3.08K -86 -0.6%
PCIA
387
Prime Capital Investment Advisors
Kansas
$485K +$9.65K +269 +2%
CWP
388
Cyndeo Wealth Partners
Florida
$473K -$8.79K -245 -2%
SMH
389
Sanders Morris Harris
Texas
$472K +$479K +13,360 New
TPCW
390
TD Private Client Wealth
New York
$470K +$146K +4,071 +45%
LNC
391
Lincoln National Corp
Pennsylvania
$469K +$112K +3,136 +31%
IDBONY
392
Israel Discount Bank of New York
New York
$465K -$85.1K -2,372 -15%
SW
393
SVB Wealth
Massachusetts
$465K +$466 +13 +0.1%
TG
394
TCW Group
California
$463K +$466K +12,997 New
AMIM
395
Aull & Monroe Investment Management
Alabama
$462K
GT
396
Greenleaf Trust
Michigan
$461K +$41.4K +1,154 +10%
FTDI
397
First Trust Direct Indexing
Massachusetts
$458K -$97.2K -2,709 -17%
JFL
398
Jarislowsky, Fraser Ltd
Quebec, Canada
$458K -$122K -3,408 -21%
TCM
399
Triumph Capital Management
Colorado
$456K -$11.9K -332 -3%
EM
400
Excalibur Management
Massachusetts
$453K -$17.2K -480 -4%