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Name Holding Trade Value Shares
Change
Change in
Stake
KA
726
Kintegral Advisory
New York
$661K -$1.53K -4 -0.2%
IAS
727
Insigneo Advisory Services
Florida
$660K +$203K +529 +47%
RBI
728
Raiffeisen Bank International
Austria
$659K -$256K -668 -29%
CI
729
Conning Inc
Connecticut
$658K +$12.3K +32 +2%
SB
730
Sunflower Bank
Texas
$657K +$383 +1 +0.1%
AWA
731
Arkadios Wealth Advisors
Georgia
$653K +$627K +1,636 New
LAM
732
Lountzis Asset Management
Pennsylvania
$653K
AWE
733
Avidian Wealth Enterprises
Texas
$651K +$20.3K +53 +3%
GFP
734
Gryphon Financial Partners
Ohio
$651K -$182K -474 -23%
WA
735
Waverly Advisors
Alabama
$647K +$46.8K +122 +8%
SLA
736
Silver Lake Advisory
Utah
$647K -$767K -2,001 -55%
WFA
737
Wellspring Financial Advisors
Ohio
$642K +$118K +307 +24%
KWM
738
KFG Wealth Management
Indiana
$636K +$1.53K +4 +0.3%
TCBWMS
739
Texas Capital Bank Wealth Management Services
Texas
$635K +$610K +1,592 New
SAM
740
Smartleaf Asset Management
Massachusetts
$633K +$65.9K +172 +12%
TSW
741
Three Seasons Wealth
Utah
$632K +$607K +1,583 New
FB
742
Fulton Bank
Pennsylvania
$631K +$3.45K +9 +0.6%
GHAM
743
Gilman Hill Asset Management
Connecticut
$630K
PFPT
744
Pinnacle Financial Partners (Tennessee)
Tennessee
$625K +$32.2K +84 +6%
CA
745
Crane Advisory
California
$624K
BFG
746
Birch Financial Group
New Hampshire
$615K -$18K -47 -3%
SWA
747
Stratos Wealth Advisors
Ohio
$611K -$11.1K -29 -2%
SW
748
SVB Wealth
Massachusetts
$602K -$26.5K -69 -4%
MW
749
MBL Wealth
North Carolina
$600K +$11.9K +31 +2%
SMA
750
Sage Mountain Advisors
Georgia
$599K -$38.7K -101 -6%