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Name Holding Trade Value Shares
Change
Change in
Stake
Rathbones Group
401
Rathbones Group
United Kingdom
$438K +$98.9K +1,400 +30%
SCP
402
Stamos Capital Partners
California
$437K -$269K -3,809 -39%
HCP
403
Hexagon Capital Partners
Arkansas
$434K +$422K +5,969 New
Wedmont Private Capital
404
Wedmont Private Capital
Pennsylvania
$431K -$145K -2,056 -27%
RWMG
405
Redwood Wealth Management Group
New Jersey
$428K +$4.03K +57 +1%
Advisory Services Network
406
Advisory Services Network
Georgia
$427K +$115K +1,626 +38%
Avidian Wealth Enterprises
407
Avidian Wealth Enterprises
Texas
$427K -$118K -1,665 -22%
Pure Financial Advisors
408
Pure Financial Advisors
California
$426K +$57.2K +809 +16%
VC
409
Veracity Capital
Georgia
$425K +$413K +5,840 New
CLA
410
Carnegie Lake Advisors
New Jersey
$422K – – –
Sowell Financial Services
411
Sowell Financial Services
Arkansas
$420K -$77.1K -1,091 -16%
Brighton Jones LLC
412
Brighton Jones LLC
Washington
$416K +$405K +5,725 New
DA
413
Denali Advisors
California
$412K +$353 +5 +0.1%
CAM
414
CenterStar Asset Management
Illinois
$409K +$398K +5,632 New
CIM
415
Catalyst Investment Management
New Hampshire
$406K +$357K +5,051 New
LA
416
LVW Advisors
New York
$398K +$387K +5,478 New
EverSource Wealth Advisors
417
EverSource Wealth Advisors
Alabama
$392K +$144K +2,033 +61%
NGA
418
Naples Global Advisors
Florida
$390K +$8.13K +115 +2%
Williams Jones Wealth Management
419
Williams Jones Wealth Management
New York
$389K +$19.6K +277 +5%
Johnson Investment Counsel
420
Johnson Investment Counsel
Ohio
$387K -$190K -2,689 -34%
PFBT
421
Parkside Financial Bank & Trust
Missouri
$387K -$14.4K -204 -4%
AGF Management
422
AGF Management
Ontario, Canada
$386K +$7.07K +100 +2%
Avior Wealth Management
423
Avior Wealth Management
Nebraska
$380K +$35.3K +499 +11%
FRM
424
Fox Run Management
Connecticut
$380K -$87.6K -1,239 -18%
Concurrent Investment Advisors
425
Concurrent Investment Advisors
Florida
$377K +$367K +5,190 New