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