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Name Holding Trade Value Shares
Change
Change in
Stake
AO
526
Advisor OS
Illinois
$393K -$74.8K -1,315 -16%
UCFA
527
United Capital Financial Advisors
Texas
$389K +$92.1K +1,620 +32%
SFS
528
Security Financial Services
Indiana
$385K +$7.96K +140 +2%
CIA
529
Choate Investment Advisors
Massachusetts
$383K -$73.6K -1,295 -17%
LT
530
Legacy Trust
Michigan
$382K +$370K +6,500 New
TWM
531
Thrive Wealth Management
Pennsylvania
$380K +$9.78K +172 +3%
SAM
532
Smartleaf Asset Management
Massachusetts
$380K +$44K +774 +14%
JSW
533
Journey Strategic Wealth
New Jersey
$378K +$366K +6,431 New
PAG
534
Private Advisor Group
New Jersey
$377K +$22.3K +393 +7%
SFC
535
SYM Financial Corp
Indiana
$360K +$348K +6,127 New
BFPW
536
BOK Financial Private Wealth
Colorado
$358K -$40.7K -716 -11%
HIS
537
Harvest Investment Services
Illinois
$358K +$346K +6,088 New
PFBT
538
Parkside Financial Bank & Trust
Missouri
$353K +$7.16K +126 +2%
BOH
539
Bank of Hawaii
Hawaii
$352K
PCA
540
Pallas Capital Advisors
Massachusetts
$352K -$99.3K -1,746 -23%
AFG
541
Atomi Financial Group
New York
$351K +$46.4K +816 +16%
M&T Bank
542
M&T Bank
New York
$351K -$201K -3,541 -37%
WT
543
Whittier Trust
California
$348K
SSA
544
Schonfeld Strategic Advisors
New York
$348K +$77.5K +1,363 +30%
CIA
545
Capital Investment Advisors
Georgia
$346K -$30.9K -543 -8%
QCG
546
Quadrant Capital Group
Ohio
$341K -$1.48K -26 -0.4%
FT
547
Fiduciary Trust
Massachusetts
$330K -$7.45K -131 -2%
FRM
548
Fox Run Management
Connecticut
$327K +$316K +5,561 New
TNA
549
True North Advisors
Texas
$324K -$8.53K -150 -3%
SI
550
Stephens Inc
Arkansas
$323K -$11.4K -200 -4%