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Name Holding Trade Value Shares
Change
Change in
Stake
RFC
601
Regions Financial Corp
Alabama
$421K +$42.7K +107 +12%
PG
602
Pendal Group
Australia
$420K -$2.14M -5,350 -84%
UIA
603
UBP Investment Advisors
Switzerland
$420K +$186K +466 +88%
KWMG
604
King Wealth Management Group
Florida
$419K
LSWM
605
Lorne Steinberg Wealth Management
Canada
$419K
OC
606
Oakworth Capital
Alabama
$419K
TFA
607
Trinity Financial Advisors
Ohio
$419K
SBSB
608
Sullivan, Bruyette, Speros & Blaney
Virginia
$417K
CQS
609
Credential Qtrade Securities
$405K +$39.5K +99 +11%
MFS
610
Mirabella Financial Services
United Kingdom
$404K +$384K +963 New
MWM
611
Mission Wealth Management
California
$402K -$399 -1 -0.1%
1WA
612
180 Wealth Advisors
Washington
$402K
MWM
613
Meridian Wealth Management
Kentucky
$402K
NAM
614
NorthCoast Asset Management
Connecticut
$395K -$1.2K -3 -0.3%
MAM
615
Meeder Asset Management
Ohio
$395K +$79.4K +199 +27%
S
616
SignatureFD
Georgia
$391K -$98.2K -246 -21%
PA
617
Pinnacle Associates
New York
$389K -$37.9K -95 -9%
AS
618
Altshuler Shaham
Israel
$386K +$367K +919 New
SWM
619
Segment Wealth Management
Texas
$385K +$3.19K +8 +0.9%
CBTWT
620
Community Bank & Trust (Waco, Texas)
Texas
$384K -$244K -610 -40%
NNP
621
Nachman Norwood & Parrott
South Carolina
$382K
JGGDR
622
JGP Global Gestao de Recursos
Brazil
$378K -$53.1K -133 -13%
BA
623
Bristlecone Advisors
Washington
$377K -$31.9K -80 -8%
SWA
624
SFMG Wealth Advisors
Texas
$376K
HW
625
Hancock Whitney
Mississippi
$375K -$13.2K -33 -4%