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Reinsurance Group of America
RGA

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
326
Kestra Advisory Services
Texas
$469K -$36.2K -187 -7%
WPC
327
Wedmont Private Capital
Pennsylvania
$468K +$53K +274 +13%
TRCT
328
Tower Research Capital (TRC)
New York
$454K -$79.7K -412 -16%
IAMOG
329
Investors Asset Management of Georgia
Georgia
$454K +$193 +1 +0%
SCM
330
Shelton Capital Management
Colorado
$449K -$25.3K -131 -6%
SAM
331
Smartleaf Asset Management
Massachusetts
$440K -$54.3K -281 -12%
VWM
332
Venturi Wealth Management
Texas
$436K – – –
CRC
333
Curi RMB Capital
Illinois
$425K +$404K +2,087 New
CIA
334
Caerus Investment Advisors
Texas
$415K +$395K +2,041 New
BG
335
Bollard Group
Massachusetts
$414K +$394K +2,035 New
ZBNA
336
Zions Bancorporation, National Association
Utah
$408K -$23K -119 -6%
FFM
337
Forum Financial Management
Illinois
$404K -$580 -3 -0.2%
KFS
338
Keynote Financial Services
Connecticut
$404K +$6.58K +34 +2%
CVM
339
Cheviot Value Management
California
$403K – – –
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$397K -$103K -534 -21%
I
341
InceptionR
California
$394K +$20.5K +106 +6%
ATC
342
Argent Trust Co
Tennessee
$393K -$31.7K -164 -8%
UB
343
UMB Bank
Missouri
$391K +$21.9K +113 +6%
BP
344
Ballentine Partners
Massachusetts
$389K -$23.4K -121 -6%
PFS
345
Prospera Financial Services
Texas
$387K +$967 +5 +0.3%
FFO
346
Fiduciary Family Office
Florida
$386K – – –
KPWS
347
Kestra Private Wealth Services
Texas
$386K +$14.3K +74 +4%
MFS
348
Mirabella Financial Services
United Kingdom
$381K +$363K +1,875 New
MW
349
Marble Wealth
Alabama
$381K +$362K +1,871 New
GRP
350
Global Retirement Partners
California
$380K +$238K +1,230 +192%
12 13
14
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