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Name Holding Trade Value Shares
Change
Change in
Stake
SC
851
Syon Capital
California
$293K +$320K +1,255 New
FT
852
Fiduciary Trust
Massachusetts
$293K +$51K +200 +19%
BBA
853
Baader Bank Aktiengesellschaft
Germany
$292K +$108K +422 +50%
OFS
854
OneAscent Financial Services
Alabama
$291K -$85.5K -335 -21%
SFS
855
Sowell Financial Services
Arkansas
$290K +$317K +1,243 New
MC
856
Moors & Cabot
Massachusetts
$290K +$15.1K +59 +5%
TA
857
TKG Advisors
Indiana
$289K
WBC
858
Westpac Banking Corp
Australia
$289K -$350K -1,371 -53%
KP
859
Keel Point
Alabama
$287K +$31.4K +123 +11%
BWP
860
BlueStem Wealth Partners
Minnesota
$281K +$1.02K +4 +0.3%
VCAM
861
Van Cleef Asset Management
Ohio
$280K
PFG
862
Prosperity Financial Group
California
$278K +$2.81K +11 +0.9%
TC
863
TwinBeech Capital
New York
$278K +$304K +1,191 New
SCTC
864
Sanibel Captiva Trust Company
Florida
$273K
PF
865
Phoenix Financial
Israel
$273K +$298K +1,166 New
KeyBank National Association
866
KeyBank National Association
Ohio
$271K -$528K -2,068 -64%
KMWM
867
Keudell/Morrison Wealth Management
Oregon
$271K +$43.9K +172 +17%
AWM
868
Avior Wealth Management
Nebraska
$265K -$120K -471 -29%
RCM
869
Raleigh Capital Management
North Carolina
$263K -$10.7K -42 -4%
AGC
870
Aspen Grove Capital
Colorado
$262K
QWP
871
Quotient Wealth Partners
Texas
$261K +$33.9K +133 +14%
AWM
872
Abound Wealth Management
Tennessee
$260K -$52.8K -207 -16%
FCBT
873
First Citizens Bank & Trust
North Carolina
$260K -$285K -1,116 -50%
FFM
874
Forum Financial Management
Illinois
$257K -$2.55K -10 -0.9%
RWPA
875
Richard W. Paul & Associates
Michigan
$254K -$2.81K -11 -1%