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Name Holding Trade Value Shares
Change
Change in
Stake
EWS
801
Evergreen Wealth Solutions
Pennsylvania
$472K +$99.3K +1,193 +26%
SWM
802
Spire Wealth Management
Virginia
$471K -$84.1K -1,011 -15%
CAG
803
Crestwood Advisors Group
Massachusetts
$469K +$82.7K +994 +21%
AIP
804
Ameritas Investment Partners
Nebraska
$468K -$24.3K -292 -5%
GAM
805
Generali Asset Management
Italy
$466K +$474K +5,692 New
APW
806
Austin Private Wealth
Texas
$465K +$50.8K +610 +12%
HNB
807
Hilltop National Bank
Wyoming
$465K
BPW
808
Bingham Private Wealth
California
$465K +$472K +5,676 New
LC
809
Lindbrook Capital
California
$461K +$9.82K +118 +2%
GS
810
GTS Securities
Florida
$459K -$2.91M -34,957 -86%
CGL
811
Clarius Group LLC
Washington
$459K +$4.49K +54 +1%
UCB
812
United Community Bank
South Carolina
$456K +$13.1K +158 +3%
SVWAG
813
Sound View Wealth Advisors Group
Georgia
$456K -$9.98K -120 -2%
IP
814
Ignite Planners
California
$453K +$9.4K +113 +2%
CFB
815
Cullen/Frost Bankers
Texas
$452K -$33.5K -402 -7%
FMC
816
First Merchants Corp
Indiana
$452K
GWCM
817
Godshalk Welsh Capital Management
Pennsylvania
$450K
MWM
818
Mindset Wealth Management
Indiana
$450K +$458K +5,500 New
NAS
819
Nicolet Advisory Services
Wisconsin
$449K -$111K -1,333 -19%
FCI
820
Financial Counselors Inc
Kansas
$447K -$44.6K -536 -9%
RCA
821
Resonant Capital Advisors
Wisconsin
$447K +$1.25K +15 +0.3%
TPW
822
Transatlantique Private Wealth
New York
$447K +$454K +5,454 New
SIMG
823
Sonora Investment Management Group
Arizona
$445K -$7.41K -89 -2%
SCTC
824
Sanibel Captiva Trust Company
Florida
$443K +$160K +1,927 +55%
CFM
825
Catalyst Funds Management
Australia
$442K -$74.9K -900 -14%