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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
376
Atomi Financial Group
New York
$291K +$308K +1,979 New
PCMC
377
Paragon Capital Management (Colorado)
Colorado
$291K -$15K -96 -5%
PWS
378
Peterson Wealth Services
Utah
$289K +$46.3K +297 +18%
NWWA
379
New Wave Wealth Advisors
Arkansas
$286K +$2.49K +16 +0.8%
GT
380
Glenmede Trust
Pennsylvania
$285K +$302K +1,939 New
KAS
381
Kestra Advisory Services
Texas
$282K +$55.3K +355 +23%
EW
382
Evoke Wealth
California
$280K -$25.6K -164 -8%
ABC
383
Associated Banc-Corp
Wisconsin
$277K -$9.2K -59 -3%
SCP
384
Sivia Capital Partners
California
$277K -$97.1K -623 -25%
LNWTC
385
Laird Norton Wetherby Trust Company
Washington
$271K -$156 -1 -0.1%
NDSIB
386
North Dakota State Investment Board
North Dakota
$270K -$67.6K -434 -19%
FCP
387
Fidelis Capital Partners
Florida
$270K +$3.9K +25 +1%
NP
388
NorthRock Partners
Minnesota
$269K
WIA
389
World Investment Advisors
California
$266K +$12.8K +82 +5%
CA
390
CGN Advisors
Kansas
$266K
TP
391
TritonPoint Partners
Maryland
$266K -$105K -671 -27%
SW
392
SlateStone Wealth
Florida
$265K
PFPG
393
Pinnacle Financial Partners (Georgia)
Georgia
$261K -$47.1K -302 -15%
CIA
394
Concurrent Investment Advisors
Florida
$261K +$276K +1,770 New
CJ
395
Caitlin John
Michigan
$256K -$209K -1,344 -44%
PWG
396
Portside Wealth Group
Utah
$256K +$271K +1,736 New
FFS
397
Founders Financial Securities
Maryland
$252K +$156 +1 +0.1%
SFC
398
SYM Financial Corp
Indiana
$252K +$468 +3 +0.2%
TCIIS
399
TIAA-CREF Individual & Institutional Services
New York
$251K +$266K +1,706 New
ICM
400
Islay Capital Management
Texas
$250K