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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
551
Cyndeo Wealth Partners
Florida
$920K
Manulife (Manufacturers Life Insurance)
552
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$918K +$14.6K +223 +2%
ACA
553
Aptus Capital Advisors
Alabama
$910K +$453K +6,915 +91%
AFG
554
American Financial Group
Ohio
$908K
DTL
555
Dynamic Technology Lab
Singapore
$907K -$1.34M -20,464 -59%
CSIC
556
Clifford Swan Investment Counsel
California
$900K -$15.5K -236 -2%
SS
557
Sunbelt Securities
Texas
$895K +$34.8K +531 +4%
DWT
558
Dorsey & Whitney Trust
South Dakota
$892K -$11.8K -180 -1%
CTA
559
Chesley Taft & Associates
Illinois
$887K +$524 +8 +0.1%
IF
560
Intrua Financial
Texas
$887K +$68.7K +1,048 +8%
BMO
561
Beck Mack & Oliver
New York
$881K -$39.3K -600 -4%
CCG
562
Catalina Capital Group
California
$878K +$57.4K +876 +7%
CCI
563
Credit Capital Investments
New Jersey
$877K
EWA
564
EP Wealth Advisors
California
$874K -$181K -2,757 -16%
WA
565
WESPAC Advisors
California
$872K +$238K +3,636 +35%
CWM
566
Congress Wealth Management
Massachusetts
$854K -$44.1K -673 -5%
LDB
567
Lee, Danner & Bass
Tennessee
$852K -$6.55K -100 -0.7%
CTC
568
Central Trust Company
Missouri
$845K -$898K -13,705 -50%
SRC
569
Sage Rhino Capital
California
$841K -$14.7K -225 -2%
GFA
570
Gallagher Fiduciary Advisors
Illinois
$834K +$238K +3,636 +38%
SAM
571
Smartleaf Asset Management
Massachusetts
$831K +$185K +2,826 +27%
Bessemer Group
572
Bessemer Group
New Jersey
$823K +$7.86K +120 +0.9%
LFA
573
Legacy Financial Advisors
Kentucky
$823K -$36.7K -560 -4%
AFW
574
Avantra Family Wealth
Pennsylvania
$814K +$852K +12,996 New
SGA
575
Strategic Global Advisors
California
$812K +$1.77K +27 +0.2%