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Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
651
Lake Street Private Wealth
Illinois
$293K +$4.64K +20 +2%
RVPG
652
Relative Value Partners Group
$293K +$304K +1,311 New
MG
653
Meritage Group
California
$292K +$303K +1,305 New
EA
654
Ergawealth Advisors
Illinois
$290K +$696 +3 +0.2%
DS
655
DRW Securities
Illinois
$287K +$297K +1,280 New
HH
656
Hilltop Holdings
Texas
$285K -$9.97K -43 -3%
CA
657
CoreCap Advisors
Michigan
$285K -$35K -151 -11%
PFS
658
Prospera Financial Services
Texas
$284K -$13K -56 -4%
GWANC
659
Guardian Wealth Advisors (North Carolina)
North Carolina
$283K – – –
SHJ
660
Sharkey, Howes & Javer
Colorado
$282K – – –
UF
661
Univest Financial
Pennsylvania
$278K – – –
TIAA Trust, National Association
662
TIAA Trust, National Association
North Carolina
$276K +$3.48K +15 +1%
Brown Advisory
663
Brown Advisory
Maryland
$275K -$25.5K -110 -8%
PWM
664
Perigon Wealth Management
California
$272K +$6.96K +30 +3%
ACP
665
Aviance Capital Partners
Florida
$272K +$2.78K +12 +1%
BTW
666
Boston Trust Walden
Massachusetts
$271K – – –
BBHC
667
Brown Brothers Harriman & Co
New York
$271K +$94.9K +409 +51%
DC
668
Davenport & Co
Virginia
$271K +$49.9K +215 +22%
FTWA
669
Fifth Third Wealth Advisors
Ohio
$270K +$280K +1,207 New
BFO
670
Biltmore Family Office
North Carolina
$261K – – –
V
671
VeraBank
Texas
$260K – – –
BWP
672
Balboa Wealth Partners
Arizona
$259K +$269K +1,158 New
IFS
673
Ifrah Financial Services
Arkansas
$258K -$11.4K -49 -4%
BSAM
674
Blue Square Asset Management
New York
$258K – – –
DAS
675
Diversify Advisory Services
Utah
$257K -$204K -879 -42%