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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
576
Thrive Wealth Management
Pennsylvania
$602K -$58.2K -470 -9%
FIA
577
Foundations Investment Advisors
Arizona
$601K +$122K +987 +24%
CI
578
Corient IA
Florida
$597K +$620K +5,000 New
EW
579
Evexia Wealth
Wisconsin
$587K -$4.21K -34 -0.6%
WIM
580
Waycross Investment Management
Washington
$583K – – –
BB
581
Berkshire Bank
Massachusetts
$583K +$60.7K +490 +11%
CTC
582
Central Trust Company
Missouri
$578K -$19.7K -159 -3%
HSA
583
HBK Sorce Advisory
Pennsylvania
$578K -$12.4K -100 -2%
SWA
584
Sax Wealth Advisors
New Jersey
$575K +$596K +4,811 New
CSI
585
Cross Staff Investments
New York
$573K – – –
VI
586
Vestcor Inc
New Brunswick, Canada
$572K +$119K +959 +25%
CCA
587
Conestoga Capital Advisors
Pennsylvania
$571K – – –
Nomura Holdings
588
Nomura Holdings
Japan
$569K -$972K -7,847 -62%
CAM
589
Cresset Asset Management
Illinois
$565K +$73.9K +596 +14%
AI
590
Atom Investors
Texas
$562K -$3.59M -28,973 -86%
MIP
591
Marietta Investment Partners
Wisconsin
$560K -$218K -1,760 -27%
VI
592
Versor Investments
New York
$558K +$579K +4,674 New
VWM
593
Venturi Wealth Management
Texas
$554K +$57.7K +466 +11%
CWM
594
Connecticut Wealth Management
Connecticut
$552K – – –
PFSC
595
Peoples Financial Services Corp
Pennsylvania
$549K – – –
NB
596
NBT Bank
New York
$548K – – –
RMDI
597
R.M. Davis Inc
Maine
$548K +$287K +2,312 +102%
FWM
598
Forza Wealth Management
Florida
$548K – – –
LCM
599
Landscape Capital Management
New Jersey
$544K +$565K +4,557 New
RRA
600
Round Rock Advisors
Connecticut
$544K +$2.6K +21 +0.5%