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Name Holding Trade Value Shares
Change
Change in
Stake
APW
1026
Acima Private Wealth
Virginia
$325K
WPW
1027
Waldron Private Wealth
Pennsylvania
$324K -$860 -10 -0.3%
HVIA
1028
Hudson Valley Investment Advisors
New York
$323K
CWG
1029
Cornerstone Wealth Group
North Carolina
$322K +$6.71K +78 +2%
Luther King Capital Management (LKCM)
1030
Luther King Capital Management (LKCM)
Texas
$322K +$72.7K +846 +31%
AWM
1031
Aprio Wealth Management
Georgia
$321K +$30.7K +357 +11%
RG
1032
Renaissance Group
Kentucky
$320K +$7.65K +89 +3%
GVAG
1033
Great Valley Advisor Group
Delaware
$318K +$15.5K +180 +5%
ASBI
1034
American State Bank (Iowa)
Iowa
$316K
GIM
1035
Goelzer Investment Management
Indiana
$316K -$11.2K -130 -4%
ST
1036
Spinnaker Trust
Maine
$315K
BFIM
1037
Beese Fulmer Investment Management
Ohio
$315K
ACP
1038
Aviance Capital Partners
Florida
$314K +$774 +9 +0.3%
DAM
1039
Delta Asset Management
Tennessee
$313K -$8.17K -95 -3%
BFA
1040
Beaumont Financial Advisors
Massachusetts
$312K +$4.73K +55 +2%
PPWP
1041
Premier Path Wealth Partners
New Jersey
$307K +$295K +3,437 New
IC
1042
Inscription Capital
Texas
$307K +$860 +10 +0.3%
OFS
1043
OneAscent Financial Services
Alabama
$305K -$6.45K -75 -2%
APA
1044
Astoria Portfolio Advisors
New York
$305K -$21.4K -249 -7%
FAFN
1045
First Affirmative Financial Network
Colorado
$304K -$50K -582 -15%
LFA
1046
Laraway Financial Advisors
Minnesota
$304K
OIA
1047
Optimum Investment Advisors
Illinois
$304K
WW
1048
Waterfront Wealth
Kansas
$302K
TWM
1049
TriaGen Wealth Management
California
$302K +$10.1K +117 +4%
SIS
1050
Sound Income Strategies
Florida
$299K +$128K +1,484 +79%