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Name Holding Trade Value Shares
Change
Change in
Stake
CA
551
Cetera Advisors
Colorado
$515K -$621K -6,949 -55%
CA
552
Clearstead Advisors
Ohio
$515K +$28.2K +316 +6%
TAM
553
Taurus Asset Management
New York
$506K
PGFC
554
Peapack-Gladstone Financial Corp
New Jersey
$499K -$29.8K -333 -6%
CC
555
ClearArc Capital
Ohio
$493K -$253K -2,831 -35%
PL
556
Parthenon LLC
Kentucky
$488K
KCM
557
Kanawha Capital Management
Virginia
$487K +$6.35K +71 +1%
Fayez Sarofim & Co
558
Fayez Sarofim & Co
Texas
$485K
FMT
559
First Mercantile Trust
Tennessee
$485K +$63.5K +710 +16%
BFC
560
Blue Fin Capital
Rhode Island
$484K -$33.9K -379 -7%
AI
561
Atria Investments
North Carolina
$480K -$75.1K -840 -14%
BOS
562
Bank of Stockton
California
$475K +$6.26K +70 +1%
SCM
563
Sterling Capital Management
North Carolina
$473K +$2.32K +26 +0.5%
ATC
564
Argent Trust Co
Tennessee
$470K +$5.81K +65 +1%
CBA
565
Coastal Bridge Advisors
Connecticut
$468K +$447 +5 +0.1%
BIAS
566
Beacon Investment Advisory Services
New Jersey
$467K -$66.2K -740 -13%
BAM
567
Belpointe Asset Management
Nevada
$465K +$22.9K +256 +5%
WS
568
Wedbush Securities
California
$463K +$31.7K +355 +8%
GIM
569
Goelzer Investment Management
Indiana
$462K
TCOT
570
Trust Company of Toledo
Ohio
$462K +$2.86K +32 +0.6%
GBT
571
Grove Bank & Trust
Florida
$462K +$43.8K +490 +11%
APA
572
American Portfolios Advisors
New York
$460K -$6.97K -78 -2%
PIP
573
Peachtree Investment Partners
Florida
$459K +$447K +4,995 New
BFO
574
Boston Family Office
Massachusetts
$458K
Nomura Holdings
575
Nomura Holdings
Japan
$454K -$22.2M -248,651 -98%