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SF

Stifel

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
401
Kestra Advisory Services
Texas
$283K
FAM
402
Formidable Asset Management
Ohio
$280K
AFG
403
Atomi Financial Group
New York
$278K +$38K +508 +16%
IWA
404
Icon Wealth Advisors
Texas
$277K +$150 +2 +0.1%
WA
405
Waverly Advisors
Alabama
$272K +$41.6K +556 +18%
CIBC Private Wealth Group
406
CIBC Private Wealth Group
Georgia
$271K +$5.17K +69 +2%
MYAM
407
Meiji Yasuda Asset Management
Japan
$269K -$10.1K -135 -4%
M&T Bank
408
M&T Bank
New York
$269K -$48.7K -651 -15%
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$267K +$8.91K +119 +3%
PA
410
Profund Advisors
Maryland
$267K +$7.41K +99 +3%
ONB
411
Old National Bancorp
Indiana
$266K
JFGIW
412
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$264K +$262K +3,494 New
HH
413
Hilltop Holdings
Texas
$256K +$24K +321 +10%
CTB
414
Country Trust Bank
Illinois
$255K
ECM
415
Everence Capital Management
Indiana
$253K
LAM
416
LECAP Asset Management
United Kingdom
$252K +$249K +3,329 New
PCM
417
Princeton Capital Management
New Jersey
$250K
BP
418
Ballentine Partners
Massachusetts
$249K +$4.72K +63 +2%
MAP
419
Moody Aldrich Partners
Massachusetts
$240K -$898 -12 -0.4%
DWM
420
Drive Wealth Management
Utah
$237K +$1.12K +15 +0.5%
EPIMS
421
Evelyn Partners Investment Management Services
$236K
GPWM
422
Grant Private Wealth Management
California
$233K +$230K +3,075 New
WCM
423
Winebrenner Capital Management
Kentucky
$231K
CPIG
424
Chicago Partners Investment Group
Illinois
$230K +$220K +2,937 New
TWM
425
Trueblood Wealth Management
Ohio
$227K -$11.2K -150 -5%