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Name Holding Trade Value Shares
Change
Change in
Stake
WTB
651
Washington Trust Bank
Washington
$225K +$210K +3,083 New
CWG
652
Cornerstone Wealth Group
North Carolina
$225K +$210K +3,081 New
BBHC
653
Brown Brothers Harriman & Co
New York
$225K -$24K -352 -10%
WBC
654
Westpac Banking Corp
Australia
$225K +$48.1K +704 +30%
EI
655
Ellevest Inc
New York
$224K -$64.4K -944 -24%
TIA
656
Trust Investment Advisors
Indiana
$223K +$209K +3,056 New
TCOV
657
Trust Company of Vermont
Vermont
$222K +$6.55K +96 +3%
CA
658
Commerzbank Aktiengesellschaft
Germany
$221K +$206K +3,019 New
MAM
659
Mystic Asset Management
Rhode Island
$220K +$206K +3,016 New
CSC
660
Caldwell Sutter Capital
California
$219K – – –
RBC
661
Romano Brothers & Co
Illinois
$219K +$205K +3,000 New
FIM
662
Fruth Investment Management
Texas
$219K +$205K +3,000 New
ACM
663
Advisors Capital Management
New Jersey
$218K -$430K -6,305 -68%
MIM
664
Morningstar Investment Management
Illinois
$217K +$205K +2,997 New
GWM
665
Gitterman Wealth Management
New Jersey
$213K -$368K -5,384 -65%
DAS
666
Dynamic Advisor Solutions
Arizona
$213K +$199K +2,922 New
WCG
667
Weaver Consulting Group
California
$213K +$199K +2,920 New
AFG
668
Argent Financial Group
Louisiana
$213K +$199K +2,916 New
CA
669
Clearstead Advisors
Ohio
$211K +$11.3K +166 +6%
WS
670
Wedbush Securities
California
$209K +$196K +2,865 New
VF
671
Virtu Financial
New York
$209K +$196K +2,866 New
CFGS
672
Concourse Financial Group Securities
Alabama
$208K +$183K +2,680 +1,614%
XT
673
XTX Topco
Cayman Islands
$208K +$194K +2,846 New
SWA
674
SFMG Wealth Advisors
Texas
$207K +$194K +2,841 New
PCA
675
Peddock Capital Advisors
Massachusetts
$207K +$193K +2,829 New