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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
526
Blue Trust Inc
Georgia
$328K +$44.1K +690 +17%
SW
527
SVB Wealth
Massachusetts
$326K -$30.1K -472 -9%
KAS
528
KPP Advisory Services
Kentucky
$325K -$14.7K -230 -5%
SFI
529
Siemens Fonds Invest
Germany
$324K +$23.8K +372 +9%
MPM
530
MBB Public Markets
Illinois
$323K +$300K +4,694 New
SI
531
Stephens Inc
Arkansas
$320K -$15.9K -249 -5%
CM
532
Cercano Management
Washington
$317K – – –
WTC
533
WhitTier Trust Company
Nevada
$306K – – –
LC
534
Lindbrook Capital
California
$305K +$10.5K +165 +4%
CS
535
Capital Square
Tennessee
$302K -$81.4K -1,275 -22%
IWM
536
IHT Wealth Management
Illinois
$301K -$5.17K -81 -2%
PS
537
Principal Securities
Iowa
$300K – – –
FFA
538
Farther Finance Advisors
California
$300K +$97.7K +1,530 +55%
CA
539
Commerzbank Aktiengesellschaft
Germany
$300K – – –
GLA
540
Great Lakes Advisors
Illinois
$298K +$277K +4,331 New
FTC
541
Farmers Trust Company
Ohio
$297K -$1.85K -29 -0.7%
KCM
542
Kathmere Capital Management
Pennsylvania
$296K +$275K +4,301 New
TNA
543
True North Advisors
Texas
$296K – – –
CMMS
544
Comprehensive Money Management Services
Florida
$295K – – –
FIA
545
Foundations Investment Advisors
Arizona
$292K +$6.96K +109 +3%
DT
546
Diversified Trust
Tennessee
$291K +$15.6K +245 +6%
CI
547
Cigna Investments
Connecticut
$289K +$7.02K +110 +3%
LWAM
548
Legacy Wealth Asset Management
Minnesota
$287K +$7.34K +115 +3%
C
549
Certuity
Florida
$283K -$2.43K -38 -0.9%
PA
550
PharVision Advisers
Florida
$283K -$38.8K -607 -13%