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Name Holding Trade Value Shares
Change
Change in
Stake
ANRIA
501
American National Registered Investment Advisor
Texas
$549K
HIIFS
502
Harel Insurance Investments & Financial Services
Israel
$549K +$256K +11,000 +122%
AIP
503
Ameritas Investment Partners
Nebraska
$544K -$18.1K -777 -4%
LNC
504
Lincoln National Corp
Pennsylvania
$542K +$460K +19,755 New
MNBTD
505
Moody National Bank Trust Division
Texas
$538K
BAM
506
Belpointe Asset Management
Nevada
$531K +$451K +19,356 New
CFB
507
Cullen/Frost Bankers
Texas
$525K -$1.16M -49,613 -72%
TSWM
508
Triangle Securities Wealth Management
North Carolina
$525K +$10.2K +440 +2%
TF
509
TIAA FSB
Florida
$521K -$316K -13,585 -42%
W
510
Wealthfront
California
$512K -$285K -12,234 -40%
BCM
511
Breiter Capital Management
Florida
$511K +$434K +18,620 New
SB
512
Simmons Bank
Arkansas
$508K -$20.1K -862 -4%
TI
513
Truepoint Inc
Ohio
$495K -$132K -5,652 -24%
MML Investors Services
514
MML Investors Services
Massachusetts
$489K -$34.7K -1,491 -8%
FHA
515
First Horizon Advisors
Tennessee
$485K -$56.1K -2,409 -12%
SPC
516
Sigma Planning Corp
Michigan
$485K +$74.8K +3,214 +22%
CB
517
Commerce Bank
Missouri
$475K -$5.78K -248 -1%
BRWA
518
B. Riley Wealth Advisors
Florida
$467K +$396K +16,984 New
Cerity Partners
519
Cerity Partners
New York
$463K -$269K -11,572 -41%
LNWWM
520
Laird Norton Wetherby Wealth Management
California
$460K +$60K +2,576 +18%
FNT
521
First National Trust
Pennsylvania
$454K -$262K -11,257 -41%
ECM
522
Everence Capital Management
Indiana
$452K -$167K -7,170 -30%
WCM
523
Weik Capital Management
Pennsylvania
$452K -$22.7K -975 -6%
RIM
524
Regent Investment Management
Kentucky
$445K
GT
525
Greenleaf Trust
Michigan
$442K +$10.9K +470 +3%