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Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
426
Focus Partners Advisor Solutions
Missouri
$233K -$39.6K -195 -15%
T. Rowe Price Associates
427
T. Rowe Price Associates
Maryland
$233K +$220K +1,083 New
PGFC
428
Peapack-Gladstone Financial Corp
New Jersey
$232K
SMA
429
Sage Mountain Advisors
Georgia
$231K +$219K +1,078 New
Chevy Chase Trust
430
Chevy Chase Trust
Maryland
$230K +$218K +1,076 New
5NPW
431
55 North Private Wealth
Florida
$230K +$218K +1,075 New
SFS
432
Sharp Financial Services
Pennsylvania
$230K -$5.07K -25 -2%
SFG
433
SevenBridge Financial Group
Pennsylvania
$229K -$4.06K -20 -2%
JSW
434
Journey Strategic Wealth
New Jersey
$229K +$217K +1,071 New
IC
435
Inscription Capital
Texas
$229K +$2.64K +13 +1%
RMF
436
Red Mountain Financial
Colorado
$229K -$59.6K -294 -22%
WSCM
437
Wellington Shields Capital Management
New York
$228K
PCG
438
Prosperity Consulting Group
Maryland
$228K +$216K +1,066 New
SWA
439
SFMG Wealth Advisors
Texas
$226K
MWM
440
Modera Wealth Management
New Jersey
$225K +$214K +1,053 New
Jane Street
441
Jane Street
New York
$225K -$1.22M -6,033 -85%
SCM
442
Shelton Capital Management
Colorado
$225K
HR
443
Howe & Rusling
New York
$225K +$213K +1,050 New
EFSCE
444
Enterprise Financial Services Corp (EFSC)
Missouri
$223K +$211K +1,042 New
AWA
445
Argos Wealth Advisors
California
$223K +$211K +1,040 New
EB
446
Eastern Bank
Massachusetts
$222K +$210K +1,037 New
Brown Advisory
447
Brown Advisory
Maryland
$222K -$42.8K -211 -17%
VA
448
VestGen Advisors
Illinois
$221K +$209K +1,032 New
Fifth Third Bancorp
449
Fifth Third Bancorp
Ohio
$219K +$25.8K +127 +14%
SAI
450
Savvy Advisors Inc
New York
$219K +$208K +1,023 New