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Name Holding Trade Value Shares
Change
Change in
Stake
ITG
626
Index Technologies Group
New York
$225K +$233K +926 New
RIL
627
Rothschild Investment LLC
Illinois
$224K -$387K -1,540 -63%
CAG
628
Crestwood Advisors Group
Massachusetts
$223K +$4.27K +17 +2%
VAS
629
Vestmark Advisory Solutions
Massachusetts
$222K +$13.8K +55 +6%
FWP
630
Family Wealth Partners
North Carolina
$222K +$229K +913 New
SDIC
631
South Dakota Investment Council
South Dakota
$219K – – –
RBFC
632
Roman Butler Fullerton & Co
Missouri
$219K -$328K -1,304 -60%
MA
633
Montag & Associates
Georgia
$219K – – –
EFS
634
Essex Financial Services
Connecticut
$218K -$11.6K -46 -5%
PFM
635
Patton Fund Management
Texas
$215K -$2.65M -10,560 -92%
FM
636
Family Management
New York
$213K +$220K +876 New
TFA
637
Tranquilli Financial Advisor
New Jersey
$212K +$10.6K +42 +5%
PAS
638
Park Avenue Securities
New York
$211K -$3.52K -14 -2%
AWA
639
Arkadios Wealth Advisors
Georgia
$210K +$10.3K +41 +5%
FWP
640
FAS Wealth Partners
Kansas
$208K +$215K +857 New
JFGIW
641
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$208K -$7.79K -31 -3%
FCM
642
Fairbanks Capital Management
California
$208K -$138K -548 -39%
IA
643
IFP Advisors
Florida
$207K -$46K -183 -18%
SWP
644
Sagespring Wealth Partners
Tennessee
$207K -$30.1K -120 -12%
SFG
645
Strive Financial Group
Indiana
$207K +$214K +850 New
HNB
646
Huntington National Bank
Ohio
$206K -$13.6K -54 -6%
GP
647
Greenline Partners
New York
$202K – – –
FCP
648
Fidelis Capital Partners
Florida
$200K +$2.01K +8 +1%
AAM
649
Advisors Asset Management
Colorado
$198K +$153K +610 +295%
Fidelity International
650
Fidelity International
Bermuda
$197K +$27.1K +108 +15%