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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
226
Brown Brothers Harriman & Co
New York
$59K +$62K +23,808 New
PWPS
227
Pinnacle Wealth Planning Services
Ohio
$58.5K
GBT
228
Grove Bank & Trust
Florida
$57.8K +$2.46K +944 +4%
WRPWM
229
Werba Rubin Papier Wealth Management
California
$56.9K +$10.1K +3,867 +20%
GSC
230
Grey Street Capital
Illinois
$56.3K +$59.1K +22,686 New
AGC
231
Aspen Grove Capital
Colorado
$56.2K
RIA
232
Regal Investment Advisors
Michigan
$54.5K +$11.3K +4,330 +25%
SIA
233
Sit Investment Associates
Minnesota
$54K
PCS
234
Personal CFO Solutions
New Jersey
$53.8K +$1.33K +511 +2%
AWS
235
Atria Wealth Solutions
New York
$53.6K +$56.3K +21,618 New
NW
236
NewEdge Wealth
Pennsylvania
$53.3K +$6.14K +2,356 +12%
EWM
237
Endowment Wealth Management
Wisconsin
$51K +$440 +169 +0.8%
OFS
238
OneAscent Financial Services
Alabama
$51K +$4.74K +1,818 +10%
PAM
239
Panagora Asset Management
Massachusetts
$50.2K -$311K -119,455 -86%
SG
240
StoneX Group
New York
$50.1K +$52.7K +20,221 New
Janney Montgomery Scott
241
Janney Montgomery Scott
Pennsylvania
$50K -$693 -266 -1%
MG
242
Mather Group
Illinois
$49.6K
KAS
243
Kestra Advisory Services
Texas
$47.9K -$12.7K -4,865 -20%
HBCM
244
Heron Bay Capital Management
Michigan
$47.5K +$49.9K +19,167 New
MCM
245
MAI Capital Management
Ohio
$46.4K +$1.34K +514 +3%
AIA
246
Angeles Investment Advisors
California
$45.8K +$11.7K +4,496 +32%
SAM
247
Silvercrest Asset Management
New York
$45.7K
National Bank of Canada
248
National Bank of Canada
Quebec, Canada
$45.4K +$39.1K +15,000 +327%
PAM
249
Paradigm Asset Management
New York
$44.5K
WG
250
Welch Group
Alabama
$44.1K +$7.76K +2,979 +20%