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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
951
Avantax Advisory Services
Texas
$310K +$92.4K +487 +44%
WANY
952
Wealthspire Advisors (New York)
New York
$309K +$17.1K +90 +6%
JCM
953
JS Capital Management
New York
$309K +$304K +1,600 New
PL
954
Plancorp LLC
Missouri
$306K
EIA
955
Edgemoor Investment Advisors
Maryland
$305K
AC
956
Asio Capital
Kentucky
$304K +$299K +1,575 New
Fayez Sarofim & Co
957
Fayez Sarofim & Co
Texas
$303K +$4.75K +25 +2%
AI
958
Accredited Investors
Minnesota
$302K -$20.3K -107 -6%
CWP
959
CFM Wealth Partners
Texas
$301K +$296K +1,559 New
CCG
960
Cypress Capital Group
Florida
$300K -$28.3K -149 -9%
AWA
961
Arete Wealth Advisors
Illinois
$298K +$1.14K +6 +0.4%
WPW
962
Waldron Private Wealth
Pennsylvania
$297K
GFP
963
Gryphon Financial Partners
Ohio
$297K +$10.3K +54 +4%
RDWM
964
Red Door Wealth Management
Tennessee
$297K +$297K +1,567 New
MFW
965
Meristem Family Wealth
Minnesota
$295K
FWP
966
FAS Wealth Partners
Kansas
$295K +$759 +4 +0.3%
PAM
967
Peak Asset Management
Colorado
$290K
CONA
968
Capital One National Association
New York
$286K +$281K +1,480 New
CG
969
Corundum Group
Colorado
$284K +$10.6K +56 +4%
RIL
970
Rothschild Investment LLC
Illinois
$280K
PWM
971
Perigon Wealth Management
California
$280K +$34.7K +183 +14%
MIA
972
MainStreet Investment Advisors
Illinois
$277K +$273K +1,439 New
AIA
973
Angeles Investment Advisors
California
$274K +$5.88K +31 +2%
PL
974
Perpetual Ltd
Australia
$271K
EWM
975
Evermay Wealth Management
Virginia
$270K -$41.4K -218 -13%