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Name Holding Trade Value Shares
Change
Change in
Stake
ASN
351
Advisory Services Network
Georgia
$307K +$173 +4 +0.1%
GWM
352
Geneos Wealth Management
Colorado
$302K -$12.2K -283 -4%
DP
353
Dearborn Partners
Illinois
$297K
IWP
354
Icon Wealth Partners
Texas
$296K +$30.2K +701 +12%
SDAM
355
Shulman DeMeo Asset Management
New York
$295K +$287K +6,647 New
AP
356
Advisor Partners
California
$294K +$285K +6,612 New
TCOT
357
Trust Company of Toledo
Ohio
$286K -$140K -3,239 -33%
SFA
358
Semmax Financial Advisors
North Carolina
$285K -$189K -4,372 -41%
CG
359
Caprock Group
Idaho
$285K -$110K -2,558 -28%
BAM
360
Belpointe Asset Management
Nevada
$277K +$269K +6,240 New
GHCM
361
Glen Harbor Capital Management
California
$270K
BOPW
362
Brandywine Oak Private Wealth
Pennsylvania
$268K -$15.7K -364 -6%
SVWA
363
Sound View Wealth Advisors
Georgia
$267K -$16.5K -383 -6%
AIM
364
Axiom Investment Management
New York
$267K -$992 -23 -0.4%
Lazard Asset Management
365
Lazard Asset Management
New York
$266K
MCM
366
Maple Capital Management
Vermont
$262K -$149K -3,459 -37%
IC
367
Inscription Capital
Texas
$260K
IWM
368
IHT Wealth Management
Illinois
$250K -$217K -5,041 -47%
CG
369
Colony Group
Massachusetts
$250K +$242K +5,621 New
CI
370
Capital Innovations
Wisconsin
$244K +$236K +5,480 New
IB
371
Intrust Bank
Kansas
$243K +$7.55K +175 +3%
CB
372
Commerce Bank
Missouri
$242K
MHS
373
M Holdings Securities
Oregon
$234K -$4.31K -100 -2%
BG
374
Bahl & Gaynor
Ohio
$227K -$51.8K -1,200 -19%
MCIM
375
Meadow Creek Investment Management
Georgia
$223K