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Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
601
Focus Partners Advisor Solutions
Missouri
$255K -$19.1K -169 -6%
OBGC
602
O'Brien Greene & Co
Pennsylvania
$255K -$33.2K -294 -11%
IC
603
Inscription Capital
Texas
$254K +$193K +1,708 New
BFS
604
Bradley Foster & Sargent
Connecticut
$252K -$185K -1,635 -41%
SFA
605
Sequoia Financial Advisors
Ohio
$251K -$152K -1,342 -36%
RGC
606
Roberts, Glore & Co
Illinois
$251K +$36.7K +325 +16%
CCA
607
Checchi Capital Advisers
California
$249K +$2.6K +23 +1%
MW
608
Marcum Wealth
Ohio
$249K +$269K +2,377 New
SW
609
SVB Wealth
Massachusetts
$246K -$130K -1,152 -33%
AC
610
AlphaCore Capital
California
$244K +$264K +2,332 New
ESB
611
Essex Savings Bank
Connecticut
$244K -$31.9K -282 -11%
BBI
612
Baxter Bros Inc
Connecticut
$244K -$9.95K -88 -4%
SAM
613
Silvercrest Asset Management
New York
$243K -$10.2K -90 -4%
MSS
614
Mitchell Sinkler & Starr
Pennsylvania
$242K -$171K -1,515 -40%
HSBC Holdings
615
HSBC Holdings
United Kingdom
$240K -$11.3M -99,684 -98%
AWE
616
Avidian Wealth Enterprises
Texas
$238K -$9.38K -83 -4%
FG
617
Fiduciary Group
Georgia
$238K -$50.9K -450 -17%
CFO
618
Callan Family Office
Pennsylvania
$237K -$123K -1,088 -33%
FFO
619
Fortitude Family Office
Arizona
$234K -$17.6K -156 -7%
AAP
620
Arax Advisory Partners
Colorado
$233K +$195K +1,729 +349%
AM
621
AGF Management
Ontario, Canada
$232K -$93.2K -825 -27%
TYCC
622
Texas Yale Capital Corp
Florida
$231K -$107K -950 -30%
SIC
623
Sage Investment Counsel
Tennessee
$231K +$249K +2,200 New
CA
624
Continuum Advisory
Idaho
$230K +$1.13K +10 +0.5%
IWA
625
Icon Wealth Advisors
Texas
$229K +$10.6K +94 +4%