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Name Holding Trade Value Shares
Change
Change in
Stake
KP
1001
Keel Point
Alabama
$264K +$227K +6,107 New
MGIA
1002
Moneta Group Investment Advisors
Missouri
$262K -$20.6K -555 -8%
Fifth Third Bancorp
1003
Fifth Third Bancorp
Ohio
$261K -$28.7K -772 -11%
C
1004
Certuity
Florida
$259K +$223K +5,992 New
AC
1005
Allstate Corporation
Illinois
$258K +$222K +5,981 New
First Manhattan
1006
First Manhattan
New York
$258K
PTC
1007
Private Trust Company
Ohio
$257K +$30.6K +823 +16%
CG
1008
Colony Group
Massachusetts
$257K +$221K +5,944 New
BI
1009
Bramshill Investments
Florida
$256K
DWM
1010
Dakota Wealth Management
Florida
$256K +$220K +5,925 New
FIA
1011
Foundations Investment Advisors
Arizona
$254K +$219K +5,883 New
FNBSF
1012
First National Bank Sioux Falls
South Dakota
$254K -$36.3K -976 -14%
ESB
1013
Essex Savings Bank
Connecticut
$253K +$218K +5,856 New
HT
1014
Headlands Technologies
Illinois
$250K +$216K +5,800 New
UAS
1015
United Asset Strategies
New York
$250K +$215K +5,780 New
CG
1016
Clarus Group
Texas
$248K +$214K +5,752 New
MSFS
1017
Main Street Financial Solutions
Pennsylvania
$248K +$214K +5,750 New
MWA
1018
MFA Wealth Advisors
Pennsylvania
$248K +$214K +5,746 New
SB
1019
Strategic Blueprint
Georgia
$248K +$214K +5,745 New
BFA
1020
Benedict Financial Advisors
Georgia
$248K +$213K +5,737 New
MMPW
1021
Mitchell McLeod Pugh & Williams
Alabama
$247K -$22.7K -610 -10%
SP
1022
Saranac Partners
$246K +$212K +5,700 New
GF
1023
Gabelli Funds
New York
$244K +$210K +5,650 New
IWP
1024
Icon Wealth Partners
Texas
$243K
AWA
1025
Alta Wealth Advisors
Massachusetts
$243K +$209K +5,620 New