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Name Holding Trade Value Shares
Change
Change in
Stake
BCV
451
Banque Cantonale Vaudoise
Switzerland
$310K
Vontobel Holding
452
Vontobel Holding
Switzerland
$307K +$299K +1,486 New
CWM
453
Curi Wealth Management
North Carolina
$298K -$150K -743 -34%
PA
454
Parallel Advisors
California
$293K +$10.3K +51 +4%
FTDI
455
First Trust Direct Indexing
Massachusetts
$290K +$283K +1,404 New
CCA
456
Conestoga Capital Advisors
Pennsylvania
$289K +$41.3K +205 +17%
CFB
457
Cullen/Frost Bankers
Texas
$288K +$2.82K +14 +1%
PTC
458
Private Trust Company
Ohio
$284K -$196K -975 -41%
CNC
459
Canandaigua National Corp
New York
$273K -$31.6K -157 -11%
PWLP
460
Prio Wealth Limited Partnership
Massachusetts
$273K -$25.4K -126 -9%
YIA
461
YHB Investment Advisors
Connecticut
$272K
SP
462
Symmetry Partners
Connecticut
$270K -$228K -1,132 -46%
IA
463
IFP Advisors
Florida
$270K -$4.63K -23 -2%
CHAM
464
Clear Harbor Asset Management
Connecticut
$268K
FC
465
Forte Capital
New York
$268K
ATC
466
Argent Trust Co
Tennessee
$264K -$23.4K -116 -8%
HDIM
467
Hanson & Doremus Investment Management
Vermont
$264K
MP
468
McDonald Partners
Ohio
$264K
TFS
469
Thoroughbred Financial Services
Tennessee
$263K -$15.1K -75 -6%
JF
470
Jump Financial
Illinois
$261K +$254K +1,263 New
NFG
471
Next Financial Group
Texas
$260K -$1.01K -5 -0.4%
5L
472
55I LLC
Massachusetts
$258K +$201 +1 +0.1%
RIA
473
Regal Investment Advisors
Michigan
$257K +$251K +1,248 New
B
474
Barings
North Carolina
$256K
FWP
475
Firethorn Wealth Partners
Georgia
$256K