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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
751
Plato Investment Management
Australia
$762K +$7.28K +95 +0.9%
CWP
752
Cyndeo Wealth Partners
Florida
$760K -$6.05K -79 -0.8%
LFAS
753
Level Four Advisory Services
Texas
$760K +$23.1K +301 +3%
CAG
754
Centerpoint Advisory Group
Kansas
$760K +$53.6K +700 +7%
VFA
755
Valeo Financial Advisors
Indiana
$759K -$68.8K -899 -8%
AFG
756
Atomi Financial Group
New York
$752K -$108K -1,408 -12%
CFO
757
Callan Family Office
Pennsylvania
$751K -$58.6K -765 -7%
KCM
758
KRS Capital Management
Michigan
$750K +$147K +1,915 +23%
HWAM
759
Hennion & Walsh Asset Management
New Jersey
$743K +$46.8K +611 +6%
DWA
760
Douglass Winthrop Advisors
New York
$737K +$8.04K +105 +1%
KWA
761
Kingswood Wealth Advisors
California
$736K +$113K +1,479 +17%
CFB
762
Cullen/Frost Bankers
Texas
$731K
JCM
763
Jacobi Capital Management
Pennsylvania
$730K +$247K +3,222 +47%
AIA
764
Arbor Investment Advisors
North Carolina
$730K +$766K +10,000 New
First Manhattan
765
First Manhattan
New York
$729K -$225K -2,934 -23%
SW
766
SVB Wealth
Massachusetts
$723K -$539K -7,036 -42%
BB
767
Busey Bank
Illinois
$723K +$22.4K +293 +3%
D.E. Shaw & Co
768
D.E. Shaw & Co
New York
$717K -$51.9M -677,466 -99%
PTC
769
Private Trust Company
Ohio
$710K -$257K -3,358 -26%
SFI
770
SPC Financial Inc
Maryland
$707K -$1.74M -22,746 -70%
GTAM
771
Global Trust Asset Management
Florida
$700K -$27.6K -360 -4%
Walleye Capital
772
Walleye Capital
New York
$699K +$733K +9,577 New
SWA
773
SFMG Wealth Advisors
Texas
$698K +$288K +3,755 +65%
FBT
774
First Bankers Trust
Kentucky
$693K
PS
775
Presima Securities
Quebec, Canada
$692K