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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1151
Arkadios Wealth Advisors
Georgia
$208K +$207K +460 New
CPWM
1152
Cypress Point Wealth Management
Texas
$208K +$207K +460 New
VFG
1153
Victory Financial Group
Texas
$208K -$75K -167 -27%
FFA
1154
Fi3 Financial Advisors
Indiana
$207K +$561K +1,250 +138%
ML
1155
McAdam LLC
Pennsylvania
$207K +$205K +456 New
ABTD
1156
Arvest Bank Trust Division
Oklahoma
$207K +$205K +456 New
CH
1157
Cromwell Holdings
Wyoming
$206K +$41.3K +92 +25%
SCTC
1158
Sanibel Captiva Trust Company
Florida
$205K -$18K -40 -8%
SW
1159
SVB Wealth
Massachusetts
$204K -$25.6K -57 -11%
IG
1160
ING Group
Netherlands
$203K -$2.93M -6,519 -94%
LMFP
1161
Larry Mathis Financial Planning
Arizona
$202K -$29.6K -66 -13%
GBT
1162
Grove Bank & Trust
Florida
$201K – – –
MSFS
1163
Main Street Financial Solutions
Pennsylvania
$201K +$199K +443 New
PFBT
1164
Parkside Financial Bank & Trust
Missouri
$201K -$5.39K -12 -3%
HC
1165
Hamilton Capital
Ohio
$200K +$199K +442 New
DMBA
1166
Deseret Mutual Benefit Administrators
Utah
$190K -$19.8K -44 -10%
OL
1167
OneFund LLC
Florida
$186K -$5.39K -12 -3%
PWM
1168
Peck Wealth Management
New York
$181K -$44.9K -100 -20%
B
1169
Birchbrook
Maine
$181K – – –
ZBNA
1170
Zions Bancorporation, National Association
Utah
$178K -$26.5K -59 -13%
VPW
1171
Vaquero Private Wealth
Texas
$168K +$167K +372 New
NB
1172
NBT Bank
New York
$161K -$30.5K -68 -16%
SR
1173
Swiss Re
Switzerland
$160K +$150K +335 +1,763%
CSP
1174
Cary Street Partners
Virginia
$159K +$449 +1 +0.3%
Federated Hermes
1175
Federated Hermes
Pennsylvania
$153K -$466K -1,037 -75%