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Name Holding Trade Value Shares
Change
Change in
Stake
Stonegate Investment Group
201
Stonegate Investment Group
Alabama
$465K -$12.1K -1,234 -3%
Atria Wealth Solutions
202
Atria Wealth Solutions
New York
$462K -$29.2K -2,971 -6%
Caprock Group
203
Caprock Group
Idaho
$462K +$13K +1,325 +3%
SL
204
Summitry LLC
California
$461K +$29.6K +3,005 +7%
M&T Bank
205
M&T Bank
New York
$455K +$95.1K +9,658 +28%
Peapack-Gladstone Financial Corp
206
Peapack-Gladstone Financial Corp
New Jersey
$452K -$6.09K -619 -1%
ATC
207
Argent Trust Co
Tennessee
$444K +$131K +13,266 +44%
Yousif Capital Management
208
Yousif Capital Management
Michigan
$424K – – –
HighPoint Advisor Group
209
HighPoint Advisor Group
Illinois
$423K +$33.6K +3,415 +9%
FA
210
Fedenia Advisers
Wisconsin
$407K -$16.5K -1,680 -4%
AAM
211
Auxier Asset Management
Oregon
$399K -$2.81K -285 -0.7%
Merit Financial Group
212
Merit Financial Group
Georgia
$390K +$216K +21,975 +138%
SBI Securities
213
SBI Securities
Japan
$388K +$6.48K +658 +2%
Pacer Advisors
214
Pacer Advisors
Pennsylvania
$384K +$36.7K +3,726 +11%
United Capital Financial Advisors
215
United Capital Financial Advisors
Texas
$384K -$1.83K -186 -0.5%
MIM
216
Martin Investment Management
Florida
$378K – – –
BC
217
Bridgefront Capital
Texas
$369K +$353K +35,869 New
SCA
218
Snowden Capital Advisors
New York
$365K -$45.3K -4,599 -11%
OneDigital Investment Advisors
219
OneDigital Investment Advisors
Kansas
$351K -$52.3K -5,316 -13%
Atomi Financial Group
220
Atomi Financial Group
New York
$347K -$1.09K -111 -0.3%
TD Private Client Wealth
221
TD Private Client Wealth
New York
$340K +$45.2K +4,588 +16%
AWA
222
Aaron Wealth Advisors
Illinois
$335K -$1.81K -184 -0.6%
IAS
223
Insigneo Advisory Services
Florida
$327K +$1.9K +193 +0.6%
Waverly Advisors
224
Waverly Advisors
Alabama
$325K +$2.75K +279 +0.9%
Forum Financial Management
225
Forum Financial Management
Illinois
$316K -$325 -33 -0.1%