Name Holding Trade Value Shares
Change
Change in
Stake
QPBE
951
Quintet Private Bank (Europe)
Luxembourg
$871K -$15.9K -100 -2%
CCA
952
Checchi Capital Advisers
California
$871K +$140K +880 +17%
SC
953
SouthState Corp
Florida
$869K -$38.4K -241 -4%
FIM
954
Fruth Investment Management
Texas
$869K -$15.9K -100 -2%
SF
955
Symphony Financial
Texas
$867K -$58K -364 -6%
ESB
956
Essex Savings Bank
Connecticut
$866K -$210K -1,316 -18%
SC
957
Sapient Capital
Indiana
$864K -$155K -972 -14%
CWA
958
Canvas Wealth Advisors
Kansas
$863K -$3.55M -22,281 -79%
HA
959
Herold Advisors
New York
$857K -$23.7K -149 -2%
GIA
960
Gladstone Institutional Advisory
Florida
$856K -$11.1K -70 -1%
EF
961
Exeter Financial
Arizona
$855K – – –
BHBT
962
Burke & Herbert Bank & Trust
Virginia
$853K – – –
CBT
963
Crews Bank & Trust
Florida
$850K -$6.05K -38 -0.6%
FIA
964
Foundations Investment Advisors
Arizona
$849K +$68.5K +430 +8%
TTWM
965
TCV Trust & Wealth Management
Virginia
$847K -$89.3K -561 -9%
SLWA
966
San Luis Wealth Advisors
California
$846K +$3.66K +23 +0.4%
SVWAG
967
Sound View Wealth Advisors Group
Georgia
$839K – – –
KWA
968
Kingswood Wealth Advisors
California
$837K +$17.2K +108 +2%
EFG
969
Everhart Financial Group
Ohio
$836K +$141K +886 +18%
HIP
970
HUB Investment Partners
Texas
$836K +$4.14K +26 +0.5%
KF
971
Krilogy Financial
Missouri
$832K -$224K -1,407 -20%
MSS
972
Mitchell Sinkler & Starr
Pennsylvania
$831K – – –
HFAS
973
Hummer Financial Advisory Services
Illinois
$829K +$20.9K +131 +2%
CWM
974
Cahaba Wealth Management
Georgia
$821K +$6.05K +38 +0.7%
FWM
975
Forza Wealth Management
Florida
$817K +$27.4K +172 +3%