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Name Holding Trade Value Shares
Change 		Change in
Stake
P
651
Pitcairn
Pennsylvania
$811K +$42.2K +174 +5%
ACA
652
Aptus Capital Advisors
Alabama
$804K +$819K +3,379 New
FCI
653
Financial Counselors Inc
Kansas
$799K -$36.9K -152 -4%
GT
654
Greenleaf Trust
Michigan
$798K +$55.5K +229 +7%
OL
655
Optas LLC
Texas
$792K +$238K +981 +42%
AWM
656
Altium Wealth Management
New York
$788K +$6.79K +28 +0.9%
LRPA
657
L. Roy Papp & Associates
Arizona
$787K – – –
FAAS
658
First Allied Advisory Services
California
$772K +$38.8K +160 +5%
WWM
659
Western Wealth Management
Colorado
$769K -$4.37K -18 -0.6%
CRC
660
Curi RMB Capital
Illinois
$764K -$89.5K -369 -10%
CCA
661
Checchi Capital Advisers
California
$762K +$44.6K +184 +6%
CT
662
Caldwell Trust
Florida
$758K -$3.64K -15 -0.5%
CTC
663
Central Trust Company
Missouri
$757K -$19.4K -80 -2%
FC
664
Ferris Capital
Massachusetts
$757K +$5.82K +24 +0.8%
WANY
665
Wealthspire Advisors (New York)
New York
$756K +$2.18K +9 +0.3%
PFPT
666
Pinnacle Financial Partners (Tennessee)
Tennessee
$750K -$1.21K -5 -0.2%
MMA
667
Miracle Mile Advisors
California
$745K +$42K +173 +6%
PA
668
Pinnacle Associates
New York
$744K +$291K +1,200 +62%
TNB
669
Thomasville National Bank
Georgia
$741K -$9.21K -38 -1%
LNB
670
Ledyard National Bank
$738K -$9.94K -41 -1%
BPCA
671
Bank Pictet & Cie (Asia)
Singapore
$729K – – –
DWT
672
Dorsey & Whitney Trust
South Dakota
$723K +$64K +264 +10%
DAC
673
Dividend Assets Capital
South Carolina
$716K -$30.3K -125 -4%
AI
674
Atom Investors
Texas
$708K -$2.07M -8,539 -74%
SC
675
SouthState Corp
Florida
$706K +$3.64K +15 +0.5%
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