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Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
576
TCV Trust & Wealth Management
Virginia
$288K -$59.6K -300 -16%
AFGAS
577
Allegiance Financial Group Advisory Services
Virginia
$285K +$314K +1,582 New
SPIA
578
Steward Partners Investment Advisory
New York
$284K -$46.9K -236 -13%
BBHC
579
Brown Brothers Harriman & Co
New York
$281K +$113K +570 +57%
MWM
580
Maridea Wealth Management
New York
$281K +$310K +1,562 New
PFM
581
Patton Fund Management
Texas
$281K +$103K +518 +50%
AFCM
582
Applied Finance Capital Management
Puerto Rico
$281K +$44.1K +222 +17%
CFG
583
Citizens Financial Group
Rhode Island
$276K +$304K +1,533 New
SFS
584
Sowell Financial Services
Arkansas
$274K +$993 +5 +0.3%
GT
585
Greenleaf Trust
Michigan
$273K +$9.73K +49 +3%
PVM
586
Palogic Value Management
Texas
$273K -$6.36K -32 -2%
IMC Chicago
587
IMC Chicago
Illinois
$273K +$301K +1,514 New
FVWA
588
Foster Victor Wealth Advisors
South Carolina
$272K
KF
589
Krilogy Financial
Missouri
$271K +$86.4K +435 +44%
SFG
590
SNS Financial Group
Minnesota
$271K -$1.99K -10 -0.7%
AWM
591
Arista Wealth Management
Nevada
$270K
VWMG
592
Virginia Wealth Management Group
Virginia
$270K
WT
593
Washington Trust
Rhode Island
$270K
BW
594
BIP Wealth
Georgia
$270K +$45.7K +230 +18%
TRCT
595
Tower Research Capital (TRC)
New York
$269K -$692K -3,482 -70%
G
596
GenTrust
Florida
$268K +$295K +1,486 New
PCS
597
Personal CFO Solutions
New Jersey
$266K +$6.36K +32 +2%
BMCM
598
Bryn Mawr Capital Management
Pennsylvania
$262K -$13.5K -68 -4%
OIAM
599
OFI Invest Asset Management
France
$262K +$171K +859 +105%
MWM
600
Modera Wealth Management
New Jersey
$260K +$33.4K +168 +13%