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Name Holding Trade Value Shares
Change
Change in
Stake
HAM
576
Hedges Asset Management
Nevada
$247K
BFA
577
Beaumont Financial Advisors
Massachusetts
$247K
UCFA
578
United Capital Financial Advisors
Texas
$246K +$261K +4,787 New
TIM
579
Thompson Investment Management
Wisconsin
$245K -$95.6K -1,755 -27%
GAM
580
Generali Asset Management
Italy
$240K +$177K +3,244 New
LWCFA
581
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$238K
PCH
582
PGIM Custom Harvest
New Jersey
$236K
SWM
583
Spire Wealth Management
Virginia
$236K -$46.6K -855 -16%
HH
584
Hilltop Holdings
Texas
$233K +$12.6K +231 +5%
MFS
585
Mirabella Financial Services
United Kingdom
$233K -$17.1M -313,919 -99%
NFC
586
Northeast Financial Consultants
Connecticut
$232K +$246K +4,520 New
PPH
587
Pure Portfolios Holdings
Oregon
$231K +$163 +3 +0.1%
Carson Wealth (CWM LLC)
588
Carson Wealth (CWM LLC)
Nebraska
$227K +$109K +1,997 +83%
IA
589
Integrity Alliance
Iowa
$227K +$240K +4,410 New
AWM
590
Avior Wealth Management
Nebraska
$226K -$5.56K -102 -2%
WHG
591
Westwood Holdings Group
Texas
$226K -$8.28K -152 -3%
AWS
592
Atria Wealth Solutions
New York
$225K -$51.7K -949 -18%
ATPW
593
Ashton Thomas Private Wealth
Arizona
$225K +$238K +4,376 New
DWM
594
Drive Wealth Management
Utah
$223K +$236K +4,336 New
BHBT
595
Burke & Herbert Bank & Trust
Virginia
$216K +$229K +4,200 New
BC
596
Bridgefront Capital
Texas
$216K +$228K +4,194 New
LA
597
LVW Advisors
New York
$215K -$109 -2 -0%
RFC
598
Regions Financial Corp
Alabama
$214K +$227K +4,169 New
GIM
599
Gold Investment Management
Alberta, Canada
$213K +$381 +7 +0.2%
FRM
600
Fox Run Management
Connecticut
$212K -$10.5K -193 -4%