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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
651
Boston Family Office
Massachusetts
$494K +$4.59K +78 +0.9%
Thrivent Financial for Lutherans
652
Thrivent Financial for Lutherans
Minnesota
$488K +$204K +3,472 +70%
BIP
653
Blueprint Investment Partners
North Carolina
$488K +$81.1K +1,378 +19%
PFPT
654
Pinnacle Financial Partners (Tennessee)
Tennessee
$486K +$3.12K +53 +0.6%
ATC
655
Argent Trust Co
Tennessee
$483K -$72.7K -1,235 -13%
PTC
656
Philadelphia Trust Company
Pennsylvania
$480K
PCM
657
Parsons Capital Management
Rhode Island
$478K -$57.2K -972 -10%
CW
658
CreativeOne Wealth
Kansas
$478K +$8.53K +145 +2%
WAG
659
Wallace Advisory Group
California
$475K +$73K +1,241 +18%
IAN
660
Integrated Advisors Network
Texas
$475K -$28.2K -480 -5%
GCM
661
Gables Capital Management
Florida
$474K
DWM
662
Dorchester Wealth Management
Quebec, Canada
$470K -$85.3K -1,450 -15%
SL
663
Sentry LLC
Tennessee
$470K +$481K +8,169 New
JIP
664
Jaffetilchin Investment Partners
Florida
$469K +$480K +8,156 New
4WM
665
44 Wealth Management
Oregon
$468K +$11.6K +198 +2%
GEA
666
Glen Eagle Advisors
New Jersey
$467K +$132K +2,246 +38%
VDI
667
Vaughan David Investments
Illinois
$461K
IB
668
Intrust Bank
Kansas
$460K +$113K +1,920 +32%
AWAU
669
Alliance Wealth Advisors (Utah)
Utah
$460K -$7K -119 -1%
SW
670
SteelPeak Wealth
California
$459K -$133K -2,258 -22%
JCM
671
Jacobi Capital Management
Pennsylvania
$456K -$28.4K -483 -6%
CWP
672
Capital Wealth Planning
Florida
$456K +$466K +7,920 New
SBIA
673
Sheaff Brock Investment Advisors
Indiana
$455K +$17.3K +294 +4%
PCM
674
Penserra Capital Management
California
$455K -$1.23M -20,876 -72%
LWAM
675
Legacy Wealth Asset Management
Minnesota
$452K +$80.5K +1,369 +21%