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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
326
Steward Partners Investment Advisory
New York
$67.8K -$1.1K -62 -2%
IA
327
IFP Advisors
Florida
$66K +$4.87K +274 +9%
RIL
328
Rothschild Investment LLC
Illinois
$57.5K +$8.33K +469 +19%
FNWM
329
Financial Network Wealth Management
Utah
$55K +$50.5K +2,845 New
CIBC Private Wealth Group
330
CIBC Private Wealth Group
Georgia
$48.8K +$9.41K +530 +22%
MG
331
Mather Group
Illinois
$41.5K – – –
PFBT
332
Parkside Financial Bank & Trust
Missouri
$40.2K +$6.91K +389 +23%
MCM
333
Manchester Capital Management
Vermont
$35K +$5.9K +332 +23%
CA
334
Continuum Advisory
Idaho
$31.4K +$7.3K +411 +34%
SS
335
SBI Securities
Japan
$31.1K +$16.2K +912 +135%
Kayne Anderson Rudnick Investment Management
336
Kayne Anderson Rudnick Investment Management
California
$29.7K – – –
RF
337
Roxbury Financial
New Jersey
$28.7K +$249 +14 +0.9%
RF
338
Robinswood Financial
Washington
$24.7K +$22.4K +1,259 New
WT
339
Whittier Trust
California
$24.4K – – –
UB
340
UMB Bank
Missouri
$23.6K – – –
FMP
341
Financial Management Professionals
Texas
$23K -$888 -50 -4%
ANBT
342
American National Bank & Trust
Texas
$22.7K – – –
HFM
343
Hartford Financial Management
Connecticut
$22K – – –
WA
344
WPG Advisers
Maryland
$21.1K -$5.75K -324 -23%
CAL
345
Capital Analysts LLC
Pennsylvania
$21K – – –
WF
346
Wayfinding Financial
Washington
$21K +$19.4K +1,091 New
JWA
347
JFS Wealth Advisors
Pennsylvania
$20.8K – – –
SC
348
SouthState Corp
Florida
$19K +$17.2K +971 New
Federated Hermes
349
Federated Hermes
Pennsylvania
$18.5K +$13K +733 +344%
Macquarie Group
350
Macquarie Group
Australia
$18K +$4.94K +278 +42%