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Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
501
Benjamin F. Edwards & Company
Missouri
$377K -$52.5K -951 -12%
PT
502
Plimoth Trust
Massachusetts
$377K – – –
KFP
503
KB Financial Partners
New Jersey
$373K +$378K +6,854 New
FC
504
FCA Corp
Texas
$370K – – –
OL
505
Optas LLC
Texas
$370K +$25K +452 +7%
LG
506
Leuthold Group
Minnesota
$369K +$375K +6,786 New
SWA
507
Stratos Wealth Advisors
Ohio
$365K +$10K +182 +3%
WB
508
WesBanco Bank
West Virginia
$363K +$2.21K +40 +0.6%
CCB
509
Country Club Bank
Missouri
$363K +$4.42K +80 +1%
RCWM
510
Royal Capital Wealth Management
Indiana
$362K +$367K +6,648 New
WJWM
511
Williams Jones Wealth Management
New York
$362K +$367K +6,649 New
MFG
512
Merit Financial Group
Georgia
$360K +$124K +2,248 +52%
CH
513
Canton Hathaway
Rhode Island
$360K +$365K +6,615 New
BHC
514
Bowen Hanes & Co
Florida
$358K +$130K +2,352 +56%
RP
515
Riverwater Partners
Wisconsin
$355K -$3.31K -60 -0.9%
SN
516
Sittner & Nelson
Oregon
$353K -$33.1K -600 -8%
CCP
517
Corient Capital Partners
California
$347K -$36.8K -666 -9%
CPO
518
Cerity Partners OCIO
New York
$347K +$352K +6,371 New
MWM
519
Minot Wealth Management
Massachusetts
$345K – – –
SRC
520
Sage Rhino Capital
California
$345K +$8.34K +151 +2%
PHS
521
Pekin Hardy Strauss
Illinois
$344K -$27.6K -500 -7%
Allspring Global Investments
522
Allspring Global Investments
North Carolina
$343K – – –
JCM
523
Jacobi Capital Management
Pennsylvania
$341K -$7.95K -144 -2%
CS
524
Credit Suisse
Switzerland
$337K -$1.3M -23,569 -79%
PFSC
525
Peoples Financial Services Corp
Pennsylvania
$336K – – –