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Name Holding Trade Value Shares
Change
Change in
Stake
FFS
1051
Founders Financial Securities
Maryland
$297K +$278K +577 New
TPI
1052
Trust Point Inc
Wisconsin
$297K +$5.31K +11 +2%
MT
1053
Midwest Trust
Kansas
$296K +$16.9K +35 +6%
CWP
1054
Cyndeo Wealth Partners
Florida
$295K +$3.38K +7 +1%
GIM
1055
Generali Investments Management
Slovenia
$294K -$51.6K -107 -16%
TCIIS
1056
TIAA-CREF Individual & Institutional Services
New York
$293K +$4.83K +10 +2%
ZBNA
1057
Zions Bancorporation, National Association
Utah
$293K +$6.76K +14 +3%
GWP
1058
Gen-Wealth Partners
Michigan
$292K
MWM
1059
Mindset Wealth Management
Indiana
$291K -$134K -278 -33%
CH
1060
Cromwell Holdings
Wyoming
$291K +$105K +217 +62%
CPWM
1061
Cypress Point Wealth Management
Texas
$291K +$272K +564 New
EWA
1062
Evolution Wealth Advisors
Florida
$290K +$15.4K +32 +6%
KMWM
1063
Keudell/Morrison Wealth Management
Oregon
$290K -$35.2K -73 -11%
WCM
1064
Weaver Capital Management
Georgia
$289K
PA
1065
Pinnacle Associates
New York
$289K +$270K +560 New
Capstone Investment Advisors
1066
Capstone Investment Advisors
New York
$286K -$3.21M -6,651 -92%
WCM
1067
Wedge Capital Management
North Carolina
$283K -$7.72K -16 -3%
CSI
1068
Cross Staff Investments
New York
$283K
OWM
1069
OneAscent Wealth Management
Alabama
$283K -$184K -382 -41%
LOWM
1070
Laurel Oak Wealth Management
New Jersey
$283K +$20.8K +43 +8%
TP
1071
TritonPoint Partners
Maryland
$282K -$109K -226 -29%
SMA
1072
Seven Mile Advisory
New Jersey
$282K -$42.5K -88 -14%
CFB
1073
Cullen/Frost Bankers
Texas
$281K -$4.83K -10 -2%
JGC
1074
J. Goldman & Co
New York
$280K +$263K +544 New
FG
1075
Foster Group
Iowa
$280K +$18.3K +38 +8%