Name Holding Trade Value Shares
Change
Change in
Stake
DA
1076
Duality Advisers
Florida
$302K +$375K +5,851 New
FAG
1077
Fortitude Advisory Group
Washington
$301K +$105K +1,637 +39%
PCM
1078
Parsons Capital Management
Rhode Island
$297K -$6.15K -96 -2%
MHIC
1079
Marble Harbor Investment Counsel
Massachusetts
$296K +$8.2K +128 +2%
SRC
1080
Shufro Rose & Co
New York
$295K +$365K +5,707 New
SIA
1081
Schechter Investment Advisors
Michigan
$294K -$51.5K -804 -12%
QCG
1082
Quadrant Capital Group
Ohio
$292K -$22.3K -348 -6%
IWA
1083
Intercontinental Wealth Advisors
Texas
$290K +$640 +10 +0.2%
ZIG
1084
Zullo Investment Group
Pennsylvania
$290K +$1.34K +21 +0.4%
NFG
1085
Nations Financial Group
Iowa
$290K +$31K +484 +9%
SWA
1086
SFMG Wealth Advisors
Texas
$290K +$32K +500 +10%
SA
1087
Shilanski & Associates
Alaska
$289K -$21.8K -340 -6%
OWM
1088
OneAscent Wealth Management
Alabama
$288K +$128K +1,995 +56%
BAS
1089
Brown Advisory Securities
Maryland
$287K -$48.7K -760 -12%
FCA
1090
FLC Capital Advisors
California
$287K – – –
AIM
1091
Athena Investment Management
California
$286K +$38.4K +600 +12%
GLA
1092
Good Life Advisors
Pennsylvania
$285K +$3.52K +55 +1%
SRSA
1093
S.R. Schill & Associates
Washington
$282K – – –
DLA
1094
Douglas Lane & Associates
New York
$281K -$9.8K -153 -3%
SOS
1095
Silver Oak Securities
Tennessee
$280K +$85.7K +1,338 +32%
MWM
1096
Mattern Wealth Management
Kansas
$279K – – –
PFO
1097
Pathstone Family Office
New Jersey
$279K +$346K +5,399 New
CI
1098
Conning Inc
Connecticut
$278K -$44.8K -700 -11%
TBNY
1099
Trustco Bank (New York)
New York
$278K – – –
9WM
1100
9258 Wealth Management
Ohio
$275K +$11.3K +177 +3%