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Name Holding Trade Value Shares
Change
Change in
Stake
UB
351
UMB Bank
Missouri
$253K
RFC
352
Regions Financial Corp
Alabama
$251K
DADC
353
D.A. Davidson & Co
Montana
$245K +$878 +24 +0.4%
EDRIA
354
Edmonds Duncan Registered Investment Advisors
Kansas
$242K +$228K +6,225 New
BCM
355
Bayesian Capital Management
New York
$241K +$227K +6,215 New
ETC
356
Exchange Traded Concepts
Oklahoma
$240K +$11.4K +311 +5%
FFM
357
Forum Financial Management
Illinois
$239K
SFO
358
Stokes Family Office
Louisiana
$238K +$224K +6,126 New
CCA
359
Cobblestone Capital Advisors
New York
$235K
TI
360
Tidal Investments
Wisconsin
$234K +$220K +6,026 New
WI
361
Wintrust Investments
Illinois
$230K +$217K +5,932 New
AWS
362
Atria Wealth Solutions
New York
$227K -$1.57K -43 -0.7%
QC
363
Quent Capital
New York
$226K +$5.08K +139 +2%
PFGIA
364
Patriot Financial Group Insurance Agency
Massachusetts
$226K +$28.4K +777 +15%
TIA
365
Trust Investment Advisors
Indiana
$223K +$210K +5,750 New
WAM
366
Watershed Asset Management
California
$222K +$209K +5,710 New
AT
367
Arden Trust
Delaware
$221K +$208K +5,683 New
SW
368
SVB Wealth
Massachusetts
$217K +$204K +5,579 New
CT
369
Coastline Trust
Rhode Island
$216K +$204K +5,570 New
FA
370
Fountainhead AM
New Jersey
$215K +$203K +5,539 New
DC
371
Diametric Capital
Massachusetts
$215K +$203K +5,551 New
TC
372
TownSquare Capital
Utah
$213K +$201K +5,491 New
BLC
373
Brown, Lisle/Cummings
Rhode Island
$210K -$58.5K -1,600 -23%
RIA
374
Realta Investment Advisors
Delaware
$206K +$194K +5,297 New
GT
375
Glenview Trust
Kentucky
$203K +$191K +5,233 New