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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
226
Independent Advisor Alliance
North Carolina
$383K -$23K -371 -6%
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$332K -$7.43K -120 -2%
RC
228
RBF Capital
California
$327K
BWM
229
Baystate Wealth Management
Massachusetts
$327K +$309K +5,000 +250,000%
DADC
230
D.A. Davidson & Co
Montana
$323K
TI
231
Tidal Investments
Wisconsin
$315K
OWM
232
OneAscent Wealth Management
Alabama
$314K +$13.5K +218 +5%
VAS
233
Vestmark Advisory Solutions
Massachusetts
$306K +$290K +4,680 New
SW
234
SVB Wealth
Massachusetts
$304K -$700K -11,306 -71%
DCM
235
Dupont Capital Management
Delaware
$301K +$63.4K +1,024 +29%
Brown Advisory
236
Brown Advisory
Maryland
$296K +$280K +4,520 New
Lido Advisors
237
Lido Advisors
California
$294K
IB
238
Intrust Bank
Kansas
$291K
CB
239
Cadence Bank
Mississippi
$283K -$61.9K -1,000 -19%
HCA
240
Harbour Capital Advisors
Virginia
$283K -$928 -15 -0.3%
Commonwealth Equity Services
241
Commonwealth Equity Services
Massachusetts
$283K +$268K +4,338 New
FC
242
FORA Capital
Florida
$279K -$106K -1,712 -29%
PCP
243
Proficio Capital Partners
Massachusetts
$278K
ACM
244
AlphaCrest Capital Management
New York
$274K -$135K -2,184 -34%
RJFSA
245
Raymond James Financial Services Advisors
Florida
$270K +$255K +4,122 New
RW
246
RVW Wealth
California
$262K
JF
247
Jump Financial
Illinois
$256K -$3.28K -53 -1%
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$256K +$42.1K +681 +21%
PCS
249
Personal CFO Solutions
New Jersey
$256K +$242K +3,909 New
OFS
250
OneAscent Financial Services
Alabama
$254K +$9.1K +147 +4%