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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
376
Kestra Private Wealth Services
Texas
$387K +$24.1K +256 +7%
CFB
377
Cullen/Frost Bankers
Texas
$385K -$763K -8,113 -68%
SAM
378
Smartleaf Asset Management
Massachusetts
$384K +$205K +2,183 +130%
EA
379
Everpar Advisors
Oklahoma
$384K -$103K -1,092 -22%
DWM
380
Dakota Wealth Management
Florida
$382K -$4.89K -52 -1%
SIA
381
Schechter Investment Advisors
Michigan
$382K -$2.73K -29 -0.8%
QCM
382
QRG Capital Management
Illinois
$380K +$55.6K +591 +18%
PWP
383
Pursue Wealth Partners
California
$379K
BP
384
Ballentine Partners
Massachusetts
$368K +$51.4K +546 +17%
BFG
385
Bleakley Financial Group
New Jersey
$366K +$21.8K +232 +7%
HNB
386
Huntington National Bank
Ohio
$365K +$7.43K +79 +2%
PWPS
387
Pinnacle Wealth Planning Services
Ohio
$364K -$17.5K -186 -5%
S4W
388
Solutions 4 Wealth
Texas
$363K
IWM
389
IHT Wealth Management
Illinois
$363K +$126K +1,344 +59%
Thrivent Financial for Lutherans
390
Thrivent Financial for Lutherans
Minnesota
$358K +$336K +3,573 New
MA
391
Mutual Advisors
Nebraska
$348K +$347K +3,689 New
MG
392
Marex Group
$345K -$52.6K -559 -14%
MA
393
MJP Associates
Connecticut
$345K +$15.2K +162 +5%
IC
394
IEQ Capital
California
$339K +$85.8K +912 +37%
KP
395
Keel Point
Alabama
$337K +$658 +7 +0.2%
FWM
396
FFT Wealth Management
Pennsylvania
$335K -$282 -3 -0.1%
PWM
397
Perigon Wealth Management
California
$322K -$5.83K -62 -2%
SWP
398
Stratos Wealth Partners
Ohio
$321K +$14.8K +157 +5%
BFO
399
Boston Family Office
Massachusetts
$316K
SLWA
400
San Luis Wealth Advisors
California
$315K +$296K +3,150 New