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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
251
Citizens Financial Group
Rhode Island
$809K +$188K +3,702 +30%
FIB
252
First Interstate Bank
Montana
$799K +$812K +16,000 New
LW
253
Linscomb Wealth
Texas
$797K
PCIA
254
Prime Capital Investment Advisors
Kansas
$790K +$6.7K +132 +0.8%
HIP
255
HUB Investment Partners
Texas
$785K -$231K -4,558 -22%
SWM
256
Segment Wealth Management
Texas
$772K
CCIA
257
Cherry Creek Investment Advisors
Colorado
$764K +$14.4K +283 +2%
HR
258
Hardy Reed
Mississippi
$763K
4WM
259
49 Wealth Management
Texas
$751K +$149K +2,941 +24%
CSP
260
Cary Street Partners
Virginia
$729K
MC
261
Moors & Cabot
Massachusetts
$724K -$237K -4,677 -24%
JWCA
262
J.W. Cole Advisors
Florida
$720K +$2.99K +59 +0.4%
Bank of New York Mellon
263
Bank of New York Mellon
New York
$716K -$187K -3,679 -20%
HP
264
Highlander Partners
Texas
$714K
Bessemer Group
265
Bessemer Group
New Jersey
$700K -$562K -11,071 -44%
CF
266
Centaurus Financial
California
$700K +$8.52K +168 +1%
PMAM
267
Penn Mutual Asset Management
Pennsylvania
$698K
FAM
268
Fulcrum Asset Management
United Kingdom
$696K
AH
269
Addis & Hill
Pennsylvania
$675K +$710 +14 +0.1%
FHC
270
First Heartland Consultants
Missouri
$671K +$36.5K +720 +6%
BFS
271
Bradley Foster & Sargent
Connecticut
$671K
SW
272
SteelPeak Wealth
California
$664K +$674K +13,295 New
WIA
273
World Investment Advisors
California
$660K +$10K +198 +2%
AAM
274
Augustine Asset Management
Florida
$653K
CIA
275
Concurrent Investment Advisors
Florida
$651K -$28.1K -553 -4%