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Name Holding Trade Value Shares
Change
Change in
Stake
RL
626
Retireful LLC
Michigan
$838K +$61.4K +610 +9%
TA
627
TCM Advisors
West Virginia
$831K – – –
SWM
628
Segment Wealth Management
Texas
$830K -$56.4K -561 -7%
SF
629
Summit Financial
New Jersey
$827K +$488K +4,853 +193%
SWMP
630
Signature Wealth Management Partners
New Jersey
$821K – – –
HPC
631
HM Payson & Co
Maine
$819K – – –
FIA
632
Foundations Investment Advisors
Arizona
$803K +$22.7K +226 +3%
SYBT
633
Stock Yards Bank & Trust
Kentucky
$796K +$10.6K +105 +2%
SMC
634
Smith, Moore & Co
Missouri
$796K – – –
FMI
635
Frec Markets Inc
California
$792K +$354K +3,514 +100%
RDWM
636
Red Door Wealth Management
Tennessee
$788K +$187K +1,855 +36%
SWM
637
SeaCrest Wealth Management
New York
$787K +$370K +3,673 +110%
ATC
638
Argent Trust Co
Tennessee
$784K +$14.5K +144 +2%
HR
639
Howe & Rusling
New York
$770K -$13.8K -137 -2%
WPC
640
Wedmont Private Capital
Pennsylvania
$769K +$25K +249 +4%
BCWM
641
Bartlett & Co Wealth Management
Ohio
$766K -$105K -1,042 -14%
CCA
642
Childress Capital Advisors
Texas
$764K -$97.4K -968 -12%
Balyasny Asset Management
643
Balyasny Asset Management
Illinois
$759K +$6.94K +69 +1%
OIS
644
OneAscent Investment Solutions
Alabama
$757K -$4.02K -40 -0.6%
ADBIC
645
A.D. Beadell Investment Counsel
Wisconsin
$755K -$985K -9,790 -59%
LA
646
LVW Advisors
New York
$752K -$190K -1,885 -22%
SC
647
Syon Capital
California
$750K +$28.9K +287 +4%
Teacher Retirement System of Texas
648
Teacher Retirement System of Texas
Texas
$748K -$815K -8,105 -55%
PPWP
649
Premier Path Wealth Partners
New Jersey
$739K +$35.4K +352 +6%
WANY
650
Wealthspire Advisors (New York)
New York
$724K -$308K -3,058 -32%