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Name Holding Trade Value Shares
Change
Change in
Stake
AG
751
Ascent Group
Virginia
$330K +$310K +9,477 New
IFG
752
Independent Financial Group
California
$326K +$283K +8,664 New
JC
753
Jacobs & Co
California
$326K
PCG
754
Private Capital Group
Connecticut
$326K +$3.01K +92 +1%
WB
755
Webster Bank
Connecticut
$324K
DCM
756
DGS Capital Management
New Jersey
$324K +$281K +8,598 New
PFS
757
Physicians Financial Services
North Carolina
$321K
ACP
758
Ashfield Capital Partners
California
$316K
HCM
759
Highlander Capital Management
New Jersey
$316K
RJT
760
Raymond James Trust
Florida
$312K -$11.6K -355 -4%
WANY
761
Wealthspire Advisors (New York)
New York
$311K +$270K +8,264 New
IRC
762
Investors Research Corp
Georgia
$310K
Carson Wealth (CWM LLC)
763
Carson Wealth (CWM LLC)
Nebraska
$308K +$267K +8,171 New
WHC
764
Wulff, Hansen & Co
California
$307K +$266K +8,147 New
SB
765
Sunflower Bank
Texas
$305K -$38.3K -1,170 -13%
JBA
766
Johnson Bixby & Associates
Washington
$301K -$16.6K -507 -6%
WFA
767
WMG Financial Advisors
Tennessee
$301K +$260K +7,943 New
CPC
768
Cookson Peirce & Co
Pennsylvania
$301K +$261K +7,995 New
FNBT
769
FineMark National Bank & Trust
Florida
$300K -$2.39K -73 -0.9%
BFPW
770
BOK Financial Private Wealth
Colorado
$299K +$259K +7,933 New
AWA
771
Arkadios Wealth Advisors
Georgia
$297K +$785 +24 +0.3%
EN1L
772
Engine No 1 LLC
California
$297K +$258K +7,891 New
MHIC
773
Marble Harbor Investment Counsel
Massachusetts
$296K -$47.9K -1,465 -16%
DU
774
Delphia (USA)
Ontario, Canada
$296K +$257K +7,847 New
FNFDCM
775
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$295K