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Name Holding Trade Value Shares
Change
Change in
Stake
FFBTD
626
First Financial Bank - Trust Division
Ohio
$286K – – –
STA
627
Summit Trail Advisors
New York
$283K +$151K +897 +44%
WS
628
Wedbush Securities
California
$280K +$2.52K +15 +0.9%
SF
629
Synovus Financial
Georgia
$280K +$273K +1,621 New
CBA
630
Coastal Bridge Advisors
Connecticut
$279K – – –
EAM
631
Evanson Asset Management
California
$278K – – –
GAMA
632
Graticule Asia Macro Advisors
New York
$277K +$269K +1,600 New
DA
633
DSC Advisors
Illinois
$273K +$34.8K +207 +15%
SSB
634
Sandy Spring Bank
Maryland
$260K -$23.6K -140 -9%
RC
635
Roundview Capital
New Jersey
$260K – – –
CWA
636
Clarus Wealth Advisors
Arizona
$258K +$251K +1,489 New
SBH
637
Segall Bryant & Hamill
Illinois
$251K – – –
LFAS
638
Level Four Advisory Services
Texas
$248K – – –
SFM
639
Signet Financial Management
New Jersey
$248K +$35.2K +209 +17%
PAM
640
Peak Asset Management
Colorado
$243K +$12.6K +75 +6%
EWM
641
Evercore Wealth Management
New York
$242K -$4.21K -25 -2%
SC
642
SouthState Corp
Florida
$242K – – –
GW
643
GW & Wade
Massachusetts
$242K +$505 +3 +0.2%
Lido Advisors
644
Lido Advisors
California
$238K +$231K +1,375 New
PFM
645
Parsec Financial Management
North Carolina
$237K -$6.9K -41 -3%
BS
646
Banco Santander
Spain
$235K +$228K +1,356 New
JWA
647
JFS Wealth Advisors
Pennsylvania
$233K – – –
MC
648
MIG Capital
California
$233K +$226K +1,346 New
FAAS
649
First Allied Advisory Services
California
$232K -$134K -797 -37%
CPH
650
C Partners Holding
Switzerland
$230K -$69.3K -412 -24%