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Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
726
Fourpath Capital Management
Oklahoma
$242K +$7.48K +46 +3%
RFC
727
Regions Financial Corp
Alabama
$241K -$11.7K -72 -5%
JF
728
Joule Financial
Kentucky
$241K +$223K +1,372 New
PCM
729
Penserra Capital Management
California
$241K -$5.2K -32 -2%
FNBT
730
FineMark National Bank & Trust
Florida
$240K +$2.6K +16 +1%
NRG
731
Nemes Rush Group
Michigan
$239K +$221K +1,358 New
SCA
732
Stonebridge Capital Advisors
Minnesota
$238K -$336K -2,065 -60%
TCOO
733
Trust Company of Oklahoma
Oklahoma
$238K – – –
SG
734
StoneX Group
New York
$235K +$217K +1,337 New
EWM
735
Evercore Wealth Management
New York
$235K -$22.4K -138 -9%
SFG
736
Sovereign Financial Group
Connecticut
$234K +$216K +1,327 New
PTP
737
Platform Technology Partners
New York
$232K -$44.1K -271 -17%
EGM
738
Engineers Gate Manager
New York
$231K +$213K +1,313 New
SPC
739
Sigma Planning Corp
Michigan
$230K +$212K +1,307 New
DU
740
Delphia (USA)
Ontario, Canada
$230K -$257K -1,583 -55%
SGA
741
Seaport Global Advisors
Massachusetts
$230K -$8.62K -53 -4%
CSPIA
742
Cary Street Partners Investment Advisory
Virginia
$229K +$198K +1,217 +1,432%
GIA
743
Gladstone Institutional Advisory
Florida
$229K +$211K +1,300 New
SSB
744
Sandy Spring Bank
Maryland
$228K +$106K +650 +101%
AGA
745
Arkos Global Advisors
Texas
$227K +$210K +1,290 New
V
746
Veritable
Delaware
$226K +$209K +1,283 New
CWM
747
Congress Wealth Management
Massachusetts
$224K -$79.5K -489 -28%
EI
748
Ellevest Inc
New York
$223K +$69.7K +429 +51%
UAS
749
United Asset Strategies
New York
$223K +$206K +1,269 New
RCAG
750
Rehmann Capital Advisory Group
Michigan
$222K +$205K +1,263 New
28 29
30
31 32