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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
526
Icon Wealth Advisors
Texas
$323K +$111K +1,020 +47%
LCGC
527
Legacy Capital Group California
California
$323K +$20.2K +186 +6%
AFG
528
Atomi Financial Group
New York
$319K -$53.1K -489 -13%
FNT
529
First National Trust
Pennsylvania
$317K -$21.5K -198 -6%
FFWA
530
FRG Family Wealth Advisors
Washington
$316K
DAS
531
Dynamic Advisor Solutions
Arizona
$316K +$43.2K +398 +15%
Fisher Asset Management
532
Fisher Asset Management
Washington
$316K -$1.13M -10,430 -77%
PA
533
Procyon Advisors
Connecticut
$315K -$2.14M -19,700 -86%
PWS
534
Precision Wealth Strategies
Missouri
$313K +$337K +3,106 New
HAM
535
Hickory Asset Management
Ohio
$312K +$5.75K +53 +2%
Carson Wealth (CWM LLC)
536
Carson Wealth (CWM LLC)
Nebraska
$312K +$21.6K +199 +7%
TIAA Trust, National Association
537
TIAA Trust, National Association
North Carolina
$311K -$47.8K -441 -13%
BFS
538
Bard Financial Services
Connecticut
$310K
CCM
539
Coldstream Capital Management
Washington
$309K -$97.4K -898 -23%
PCM
540
Parsons Capital Management
Rhode Island
$308K
IAN
541
Integrated Advisors Network
Texas
$303K +$34.3K +316 +12%
AIM
542
Alhambra Investment Management
Florida
$303K
CCM
543
Coerente Capital Management
Ontario, Canada
$303K
BRWA
544
B. Riley Wealth Advisors
Florida
$299K +$322K +2,964 New
IPW
545
Inlet Private Wealth
Florida
$297K
LCWP
546
Legacy Capital Wealth Partners
Arkansas
$296K -$52.2K -481 -14%
SC
547
Savant Capital
Illinois
$295K +$318K +2,929 New
WFI
548
West Family Investments
California
$295K +$318K +2,927 New
OPWM
549
Oregon Pacific Wealth Management
Oregon
$294K -$12.4K -114 -4%
Chevy Chase Trust
550
Chevy Chase Trust
Maryland
$294K