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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
401
Icon Wealth Partners
Texas
$292K +$256 +5 +0.1%
SSG
402
Summit Securities Group
New York
$281K +$276K +5,400 New
PFBT
403
Parkside Financial Bank & Trust
Missouri
$280K -$75.9K -1,485 -22%
RIG
404
Roosevelt Investment Group
New York
$275K +$270K +5,286 New
CWP
405
Curated Wealth Partners
California
$271K -$105K -2,063 -28%
T. Rowe Price Associates
406
T. Rowe Price Associates
Maryland
$271K -$204 -4 -0.1%
LRWA
407
Long Run Wealth Advisors
New York
$271K +$265K +5,193 New
AGP
408
Autumn Glory Partners
Texas
$270K +$265K +5,185 New
MIM
409
Manitou Investment Management
Ontario, Canada
$267K +$23K +450 +10%
GI
410
GAMCO Investors
Connecticut
$263K +$38.9K +760 +18%
ONST
411
Old North State Trust
North Carolina
$262K +$105K +2,051 +69%
VFA
412
Valeo Financial Advisors
Indiana
$255K +$251K +4,901 New
BNP Paribas Financial Markets
413
BNP Paribas Financial Markets
France
$255K – – –
OWP
414
Obermeyer Wealth Partners
Colorado
$253K +$12.9K +253 +5%
SWA
415
SFMG Wealth Advisors
Texas
$253K +$249K +4,864 New
BCP
416
Berkeley Capital Partners
Georgia
$246K +$242K +4,731 New
WS
417
Wedbush Securities
California
$245K -$17.5K -343 -7%
Credit Agricole
418
Credit Agricole
France
$245K – – –
LFA
419
Legacy Financial Advisors
Kentucky
$245K +$21.2K +415 +10%
SIC
420
Sterling Investment Counsel
New York
$243K +$238K +4,660 New
JWM
421
Jeppson Wealth Management
California
$242K – – –
CIAS
422
Capital Investment Advisory Services
North Carolina
$242K +$3.32K +65 +1%
C
423
Certuity
Florida
$239K -$15.7K -308 -6%
BC
424
Burney Company
Virginia
$239K – – –
BBNA
425
Bremer Bank National Association
Minnesota
$238K +$1.74K +34 +0.8%