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Name Holding Trade Value Shares
Change
Change in
Stake
CSI
851
Cross Staff Investments
New York
$619K
FHC
852
First Horizon Corporation
Tennessee
$617K -$16.6K -34 -3%
Fayez Sarofim & Co
853
Fayez Sarofim & Co
Texas
$613K
LCS
854
Levin Capital Strategies
New York
$613K
CWP
855
Cyndeo Wealth Partners
Florida
$608K +$230K +472 +66%
LSA
856
Lansing Street Advisors
Pennsylvania
$607K +$580K +1,189 New
SRC
857
Sage Rhino Capital
California
$606K +$579K +1,187 New
EI
858
Ellevest Inc
New York
$606K +$488 +1 +0.1%
AA
859
Addison Advisors
Vermont
$604K +$1.95K +4 +0.3%
BWM
860
Braeburn Wealth Management
Michigan
$603K +$576K +1,181 New
SAI
861
Savvy Advisors Inc
New York
$597K +$65.9K +135 +13%
C
862
Certuity
Florida
$594K -$139K -285 -20%
APG
863
Abacus Planning Group
South Carolina
$594K +$24.4K +50 +4%
SAM
864
Silvercrest Asset Management
New York
$592K
KNW
865
Kesler Norman & Wride
Utah
$590K +$56.6K +116 +11%
LCWP
866
Legacy Capital Wealth Partners
Arkansas
$588K -$1.46K -3 -0.3%
BWP
867
BSW Wealth Partners
Colorado
$588K +$3.9K +8 +0.7%
LPT
868
Legacy Private Trust
Wisconsin
$585K
MAG
869
Mayfair Advisory Group
Alabama
$584K -$27.8K -57 -5%
FCP
870
Fidelis Capital Partners
Florida
$580K -$5.86K -12 -1%
OTL
871
Oak Thistle LLC
New York
$579K +$553K +1,134 New
IAIM
872
International Assets Investment Management
Florida
$578K -$206K -422 -27%
MG
873
Mather Group
Illinois
$576K +$16.6K +34 +3%
NS
874
NBC Securities
Alabama
$574K +$69.3K +142 +14%
EFG
875
Everhart Financial Group
Ohio
$571K +$53.7K +110 +11%