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Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
551
Prime Capital Investment Advisors
Kansas
$245K -$17.9K -179 -7%
CG
552
Caprock Group
Idaho
$244K +$244K +2,445 New
EWA
553
Exencial Wealth Advisors
Oklahoma
$241K +$12.2K +122 +6%
AFG
554
Atomi Financial Group
New York
$240K -$10.7K -107 -4%
CCA
555
Checchi Capital Advisers
California
$239K +$229K +2,291 New
ASN
556
Advisory Services Network
Georgia
$235K +$1.4K +14 +0.6%
PFM
557
Patton Fund Management
Texas
$234K
Luther King Capital Management (LKCM)
558
Luther King Capital Management (LKCM)
Texas
$231K
RBC
559
Romano Brothers & Co
Illinois
$231K
CIC
560
Chilton Investment Company
Connecticut
$230K +$220K +2,205 New
TIA
561
Trust Investment Advisors
Indiana
$230K
BJL
562
Brighton Jones LLC
Washington
$225K +$215K +2,159 New
BBHC
563
Brown Brothers Harriman & Co
New York
$225K +$45K +451 +26%
LAM
564
Longboard Asset Management
Arizona
$224K
QL
565
Quarry LP
New York
$222K -$628K -6,291 -75%
A
566
AlphaQuest
New York
$221K +$212K +2,120 New
AWA
567
Amplius Wealth Advisors
Pennsylvania
$220K +$211K +2,112 New
AFT
568
Alpha Family Trust
California
$220K
CA
569
Commerzbank Aktiengesellschaft
Germany
$220K -$507K -5,081 -71%
FFG
570
Fiduciary Financial Group
California
$220K +$1.3K +13 +0.6%
SWP
571
Sagespring Wealth Partners
Tennessee
$218K +$209K +2,092 New
CWM
572
CarsonAllaria Wealth Management
Illinois
$218K +$86.2K +864 +71%
FTWA
573
Fifth Third Wealth Advisors
Ohio
$217K +$208K +2,083 New
IC
574
Inscription Capital
Texas
$216K +$207K +2,071 New
SWTS
575
Stonehaven Wealth & Tax Solutions
Wisconsin
$216K -$10.2K -102 -5%