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Name Holding Trade Value Shares
Change
Change in
Stake
RJT
476
Raymond James Trust
Florida
$251K -$84.9K -1,181 -23%
SA
477
Syntax Advisors
New York
$249K +$66.2K +921 +32%
VCG
478
Vantage Consulting Group
Virginia
$249K +$66.2K +921 +32%
SG
479
Swarthmore Group
Pennsylvania
$245K -$4.13M -57,422 -94%
VWA
480
V Wealth Advisors
Kansas
$245K -$14.4K -200 -5%
Fifth Third Bancorp
481
Fifth Third Bancorp
Ohio
$243K -$13.7K -191 -5%
IAIM
482
Industrial Alliance Investment Management
Quebec, Canada
$239K +$22.5K +313 +9%
Carson Wealth (CWM LLC)
483
Carson Wealth (CWM LLC)
Nebraska
$231K +$100K +1,391 +65%
MWM
484
Mission Wealth Management
California
$229K +$14.2K +198 +6%
AWM
485
Affinity Wealth Management
Delaware
$221K +$72 +1 +0%
SLG
486
Stanley-Laman Group
Pennsylvania
$221K +$243K +3,385 New
CF
487
Clarity Financial
Texas
$215K – – –
CCP
488
Corient Capital Partners
California
$211K +$40.5K +563 +21%
AAS
489
Annex Advisory Services
Wisconsin
$207K – – –
FNT
490
First National Trust
Pennsylvania
$207K – – –
SCM
491
Stevens Capital Management
Pennsylvania
$206K -$97K -1,349 -30%
TMAM
492
Tokio Marine Asset Management
Japan
$203K +$34.9K +485 +18%
AIP
493
Ameritas Investment Partners
Nebraska
$191K – – –
VanEck Associates
494
VanEck Associates
New York
$190K +$26.6K +370 +15%
HWA
495
Heritage Wealth Advisors
Virginia
$178K – – –
FMLI
496
Fukoku Mutual Life Insurance
Japan
$177K – – –
SOAMC
497
Spirit of America Management Corp
New York
$170K – – –
Federated Hermes
498
Federated Hermes
Pennsylvania
$166K -$913K -12,697 -83%
NIM
499
NuWave Investment Management
New Jersey
$163K +$133K +1,844 +283%
IA
500
IFP Advisors
Florida
$160K – – –