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Name Holding Trade Value Shares
Change
Change in
Stake
VI
401
Vestcor Inc
New Brunswick, Canada
$438K -$195K -1,107 -32%
Vontobel Holding
402
Vontobel Holding
Switzerland
$438K +$80.4K +457 +24%
SEM
403
Suncoast Equity Management
Florida
$437K +$15.8K +90 +4%
BTWM
404
Baker Tilly Wealth Management
Wisconsin
$428K -$13.5K -77 -3%
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$421K +$42.2K +240 +12%
MAP
406
Moody Aldrich Partners
Massachusetts
$419K -$4.92K -28 -1%
VF
407
Virtu Financial
New York
$416K +$396K +2,252 New
GT
408
Glenview Trust
Kentucky
$404K +$16.9K +96 +5%
OWM
409
OneAscent Wealth Management
Alabama
$397K +$26.7K +152 +8%
BF
410
BOK Financial
Oklahoma
$394K +$38.7K +220 +12%
BHCM
411
Boulder Hill Capital Management
New York
$388K -$17.6K -100 -5%
LFAS
412
Level Four Advisory Services
Texas
$387K +$369K +2,096 New
VFA
413
Values First Advisors
Tennessee
$386K -$47.5K -270 -11%
OFS
414
OneAscent Financial Services
Alabama
$383K +$57.7K +328 +19%
CFG
415
Citizens Financial Group
Rhode Island
$380K +$54K +307 +18%
AWS
416
Atria Wealth Solutions
New York
$378K -$69.8K -397 -16%
FIM
417
Freedom Investment Management
Connecticut
$378K -$33.9K -193 -9%
SIA
418
SkyView Investment Advisors
New Jersey
$366K -$23.9K -136 -6%
KBFS
419
Kohmann Bosshard Financial Services
Ohio
$364K -$25K -142 -7%
SAM
420
Strategy Asset Managers
California
$363K -$27.8K -158 -7%
WWP
421
WR Wealth Planners
Missouri
$361K +$5.1K +29 +2%
KFP
422
KB Financial Partners
New Jersey
$360K -$27.4K -156 -7%
TGAM
423
TBH Global Asset Management
Tennessee
$356K
BFA
424
Beaumont Financial Advisors
Massachusetts
$346K +$527 +3 +0.2%
TMAM
425
Tokio Marine Asset Management
Japan
$346K +$5.98K +34 +2%