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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
401
Beacon Pointe Advisors
California
$346K -$58.8K -635 -14%
SW
402
SVB Wealth
Massachusetts
$345K +$2.22K +24 +0.6%
BBA
403
BLB&B Advisors
Pennsylvania
$340K -$4.17K -45 -1%
GTCM
404
Gyon Technologies Capital Management
New Jersey
$339K +$82.4K +890 +31%
PL
405
Pluribus Labs
California
$338K +$346K +3,742 New
FMWA
406
Forvis Mazars Wealth Advisors
Missouri
$332K +$340K +3,678 New
VWA
407
V Wealth Advisors
Kansas
$331K
EWM
408
Evercore Wealth Management
New York
$325K
FIA
409
Foundations Investment Advisors
Arizona
$319K
BAMG
410
Brand Asset Management Group
Missouri
$319K +$833 +9 +0.3%
CG
411
Colony Group
Massachusetts
$319K +$1.39K +15 +0.4%
RJT
412
Raymond James Trust
Florida
$312K -$36.4K -393 -10%
PWA
413
Physician Wealth Advisors
Utah
$312K
LFG
414
Larson Financial Group
Missouri
$312K +$6.94K +75 +2%
KPWS
415
Kestra Private Wealth Services
Texas
$306K
AIP
416
Ameritas Investment Partners
Nebraska
$305K
HAG
417
HighPoint Advisor Group
Illinois
$305K +$319K +3,445 New
ETI
418
Enterprise Trust & Investment
California
$304K
IC
419
IEQ Capital
California
$304K +$9.81K +106 +3%
CIA
420
Capital Investment Advisors
Georgia
$303K -$4.44K -48 -1%
Federated Hermes
421
Federated Hermes
Pennsylvania
$303K +$80.2K +867 +35%
CBT
422
CoreFirst Bank & Trust
Kansas
$302K
OQS
423
Occudo Quantitative Strategies
Florida
$300K -$1.1M -11,859 -78%
OC
424
Oppenheimer & Co
New York
$297K +$1.3K +14 +0.4%
SB
425
Simmons Bank
Arkansas
$295K