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Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
976
Shine Investment Advisory Services
Colorado
$258K -$9.94K -166 -4%
CFG
977
Citizens Financial Group
Rhode Island
$256K -$30K -500 -11%
FP
978
Foundry Partners
Minnesota
$252K – – –
LP
979
LMR Partners
United Kingdom
$250K -$462K -7,711 -66%
SBSB
980
Sullivan, Bruyette, Speros & Blaney
Virginia
$248K – – –
VIM
981
Veritas Investment Management
United Kingdom
$248K – – –
ICOA
982
Investment Centers of America
North Dakota
$246K +$230K +3,847 New
WP
983
WealthPLAN Partners
Nebraska
$246K +$230K +3,847 New
WPW
984
Waldron Private Wealth
Pennsylvania
$244K – – –
GAG
985
GM Advisory Group
New York
$243K +$227K +3,795 New
BL
986
BFSG LLC
California
$241K +$225K +3,757 New
SC
987
SouthState Corp
Florida
$240K -$144K -2,396 -39%
FPFS
988
First Personal Financial Services
North Carolina
$239K -$4.13K -69 -2%
WB
989
Webster Bank
Connecticut
$239K +$200K +3,346 +881%
AWM
990
AE Wealth Management
Kansas
$236K -$2.82K -47 -1%
CC
991
Courier Capital
New York
$235K -$19.2K -320 -8%
SFA
992
Sequoia Financial Advisors
Ohio
$235K +$220K +3,668 New
BDWM
993
Brewin Dolphin Wealth Management
Ireland
$234K +$219K +3,660 New
SPWA
994
SteelBridge Private Wealth Advisors
Florida
$232K -$64.2K -1,071 -23%
MWM
995
Meridian Wealth Management
Kentucky
$232K +$217K +3,622 New
CWM
996
Cornerstone Wealth Management
Missouri
$231K +$210K +3,503 New
PFS
997
Physicians Financial Services
North Carolina
$231K +$216K +3,600 New
OCM
998
One Capital Management
California
$231K +$216K +3,610 New
PAM
999
Paradigm Asset Management
New York
$231K – – –
CA
1000
Cambridge Advisors
Nebraska
$230K +$215K +3,589 New