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Name Holding Trade Value Shares
Change
Change in
Stake
X
526
Xponance
Pennsylvania
$371K +$17.1K +72 +5%
Daiwa Securities Group
527
Daiwa Securities Group
Japan
$366K +$354K +1,486 New
GVAG
528
Great Valley Advisor Group
Delaware
$365K -$37.6K -158 -10%
DT
529
Diversified Trust
Tennessee
$360K -$2.38M -10,021 -87%
GPW
530
Genesis Private Wealth
Virginia
$357K +$345K +1,449 New
WANY
531
Wealthspire Advisors (New York)
New York
$357K +$38.8K +163 +13%
CIA
532
Concurrent Investment Advisors
Florida
$355K +$71.9K +302 +26%
SWP
533
Strategic Wealth Partners
Ohio
$354K -$63.1K -265 -18%
GGA
534
Granite Group Advisors
Connecticut
$353K +$341K +1,433 New
PWP
535
Phillips Wealth Planners
Mississippi
$352K -$53.5K -225 -14%
SG Americas Securities
536
SG Americas Securities
New York
$352K -$4.04M -16,996 -92%
OFS
537
OneAscent Financial Services
Alabama
$350K -$20.9K -88 -6%
ICP
538
Impact Capital Partners
Colorado
$348K +$336K +1,414 New
AG
539
Ascent Group
Virginia
$347K +$12.6K +53 +4%
PTC
540
Private Trust Company
Ohio
$346K -$34.3K -144 -9%
ATC
541
Argent Trust Co
Tennessee
$345K +$334K +1,402 New
BDFN
542
Bond & Devick Financial Network
Minnesota
$344K – – –
CA
543
Claro Advisors
Massachusetts
$341K -$9.04K -38 -3%
FTWA
544
Fifth Third Wealth Advisors
Ohio
$339K +$53.1K +223 +19%
TIAA Trust, National Association
545
TIAA Trust, National Association
North Carolina
$338K +$50.9K +214 +18%
CA
546
CoreCap Advisors
Michigan
$337K -$35.2K -148 -10%
AWA
547
Arkadios Wealth Advisors
Georgia
$337K +$6.66K +28 +2%
DFA
548
Davies Financial Advisors
California
$336K +$325K +1,366 New
MC
549
MIG Capital
California
$336K +$325K +1,364 New
JCM
550
Janney Capital Management
Pennsylvania
$335K -$134K -564 -29%