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Name Holding Trade Value Shares
Change
Change in
Stake
LA
1026
Legacy Advisors
Pennsylvania
$326K +$43K +500 +16%
APW
1027
Acima Private Wealth
Virginia
$325K – – –
WPW
1028
Waldron Private Wealth
Pennsylvania
$324K -$860 -10 -0.3%
HVIA
1029
Hudson Valley Investment Advisors
New York
$323K – – –
CWG
1030
Cornerstone Wealth Group
North Carolina
$322K +$6.71K +78 +2%
Luther King Capital Management (LKCM)
1031
Luther King Capital Management (LKCM)
Texas
$322K +$72.7K +846 +31%
AWM
1032
Aprio Wealth Management
Georgia
$321K +$30.7K +357 +11%
RG
1033
Renaissance Group
Kentucky
$320K +$7.65K +89 +3%
GVAG
1034
Great Valley Advisor Group
Delaware
$318K +$15.5K +180 +5%
ASBI
1035
American State Bank (Iowa)
Iowa
$316K – – –
GIM
1036
Goelzer Investment Management
Indiana
$316K -$11.2K -130 -4%
ST
1037
Spinnaker Trust
Maine
$315K – – –
BFIM
1038
Beese Fulmer Investment Management
Ohio
$315K – – –
ACP
1039
Aviance Capital Partners
Florida
$314K +$774 +9 +0.3%
DAM
1040
Delta Asset Management
Tennessee
$313K -$8.17K -95 -3%
BFA
1041
Beaumont Financial Advisors
Massachusetts
$312K +$4.73K +55 +2%
PPWP
1042
Premier Path Wealth Partners
New Jersey
$307K +$295K +3,437 New
IC
1043
Inscription Capital
Texas
$307K +$860 +10 +0.3%
OFS
1044
OneAscent Financial Services
Alabama
$305K -$6.45K -75 -2%
APA
1045
Astoria Portfolio Advisors
New York
$305K -$21.4K -249 -7%
FAFN
1046
First Affirmative Financial Network
Colorado
$304K -$50K -582 -15%
LFA
1047
Laraway Financial Advisors
Minnesota
$304K – – –
OIA
1048
Optimum Investment Advisors
Illinois
$304K – – –
WW
1049
Waterfront Wealth
Kansas
$302K – – –
TWM
1050
TriaGen Wealth Management
California
$302K +$10.1K +117 +4%