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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1151
Icon Wealth Partners
Texas
$267K +$137K +1,300 +111%
CSPIA
1152
Cary Street Partners Investment Advisory
Virginia
$267K +$188K +1,775 +254%
DWM
1153
Drive Wealth Management
Utah
$265K +$18.5K +175 +8%
OWM
1154
OneAscent Wealth Management
Alabama
$262K +$55.5K +525 +28%
SMA
1155
Sage Mountain Advisors
Georgia
$262K +$13.2K +125 +5%
NL
1156
NWAM LLC
Washington
$262K +$31.7K +300 +14%
DCM
1157
Deuterium Capital Management
Florida
$262K +$256K +2,425 New
IDA
1158
Intelligence Driven Advisers
California
$261K +$262K +2,475 New
ETIA
1159
Epic Trust Investment Advisors
Washington
$259K -$122K -1,150 -32%
IPW
1160
Inlet Private Wealth
Florida
$259K – – –
ANBT
1161
American National Bank & Trust
Texas
$259K +$10.6K +100 +4%
Thompson Siegel & Walmsley
1162
Thompson Siegel & Walmsley
Virginia
$259K – – –
MAM
1163
Marquette Asset Management
Minnesota
$257K – – –
DL
1164
DOHJ LLC
Washington
$257K – – –
FB
1165
First Bancorp
Maine
$257K – – –
FSA
1166
Franklin Street Advisors
North Carolina
$254K -$119K -1,125 -32%
ISWM
1167
Independent Solutions Wealth Management
New York
$254K +$248K +2,350 New
TCI Wealth Advisors
1168
TCI Wealth Advisors
Arizona
$251K +$7.92K +75 +3%
SCA
1169
Snowden Capital Advisors
New York
$251K +$44.9K +425 +22%
PP
1170
Patron Partners
Texas
$248K +$5.28K +50 +2%
SageView Advisory Group
1171
SageView Advisory Group
California
$246K -$42.3K -400 -15%
OWA
1172
Opal Wealth Advisors
New York
$246K +$10.6K +100 +5%
WMA
1173
Wealth Management Associates
New Jersey
$246K -$44.9K -425 -16%
LFA
1174
Legacy Financial Advisors
Kentucky
$246K +$7.92K +75 +3%
HI
1175
Human Investing
Oregon
$244K -$39.6K -375 -14%