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Name Holding Trade Value Shares
Change
Change in
Stake
S
476
SignatureFD
Georgia
$386K -$216K -1,622 -35%
TF
477
Trek Financial
Arizona
$385K +$59.9K +450 +18%
PFGIA
478
Patriot Financial Group Insurance Agency
Massachusetts
$385K +$87.7K +659 +28%
JCM
479
Jacobi Capital Management
Pennsylvania
$384K -$43.9K -330 -10%
PCC
480
Park Circle Company
Maryland
$384K +$399K +3,000 New
FA
481
FDx Advisors
Illinois
$380K -$45.2K -340 -10%
FNBOSM
482
First National Bank of South Miami
Florida
$380K -$532 -4 -0.1%
Vontobel Holding
483
Vontobel Holding
Switzerland
$380K
SPC
484
Sigma Planning Corp
Michigan
$378K +$393K +2,951 New
VI
485
Versor Investments
New York
$370K +$385K +2,892 New
PCH
486
PGIM Custom Harvest
New Jersey
$369K +$35.4K +266 +10%
BG
487
Bellevue Group
Switzerland
$365K
IA
488
IFP Advisors
Florida
$362K +$33.3K +250 +10%
IAA
489
Independent Advisor Alliance
North Carolina
$360K -$31.7K -238 -8%
KCM
490
Kathmere Capital Management
Pennsylvania
$360K
PDN
491
Pensionfund DSM Netherlands
Netherlands
$358K +$373K +2,800 New
LCM
492
Landscape Capital Management
New Jersey
$350K -$1.08M -8,108 -75%
SW
493
SteelPeak Wealth
California
$349K +$363K +2,724 New
FA
494
Fortis Advisors
Pennsylvania
$345K
BSW
495
Buckingham Strategic Wealth
Missouri
$344K +$2.13K +16 +0.6%
WANY
496
Wealthspire Advisors (New York)
New York
$335K +$54.3K +408 +18%
P
497
Pitcairn
Pennsylvania
$331K -$8.78K -66 -2%
SWM
498
Spire Wealth Management
Virginia
$323K -$106K -800 -27%
AIA
499
Avalon Investment & Advisory
Texas
$316K -$34.2K -257 -9%
STB
500
S&T Bank
Pennsylvania
$314K