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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
701
Lathrop Investment Management
Arkansas
$462K
HW
702
Hancock Whitney
Mississippi
$456K -$75.3K -794 -14%
TH
703
TCTC Holdings
Texas
$455K
FFN
704
Focus Financial Network
Minnesota
$454K +$25K +264 +6%
CIAS
705
CFS Investment Advisory Services
New Jersey
$451K +$15K +158 +3%
CCA
706
Checchi Capital Advisers
California
$449K +$5.12K +54 +1%
BAM
707
Belpointe Asset Management
Nevada
$449K +$59K +622 +15%
TNA
708
True North Advisors
Texas
$449K +$4.65K +49 +1%
DAS
709
Dynamic Advisor Solutions
Arizona
$446K -$51.1K -539 -10%
AW
710
Avion Wealth
Texas
$442K -$5.12K -54 -1%
AWMM
711
Aegis Wealth Management (Maryland)
Maryland
$442K
KFS
712
Kaizen Financial Strategies
California
$442K -$9.48K -100 -2%
PCA
713
Pallas Capital Advisors
Massachusetts
$439K +$12.2K +129 +3%
AWM
714
Aprio Wealth Management
Georgia
$437K +$120K +1,267 +37%
SIC
715
Sigma Investment Counselors
Michigan
$435K -$84K -886 -16%
CWIG
716
Chung Wu Investment Group
Texas
$435K
SFM
717
Signet Financial Management
New Jersey
$431K -$2.85K -30 -0.6%
SOW
718
State of Wyoming
Wyoming
$431K +$404K +4,264 +1,077%
SCA
719
Snowden Capital Advisors
New York
$430K +$59.5K +627 +16%
CG
720
Cynosure Group
Utah
$429K +$440K +4,641 New
CCG
721
Cypress Capital Group
Florida
$426K -$2.37K -25 -0.5%
OAS
722
Optivise Advisory Services
Tennessee
$425K
Brown Advisory
723
Brown Advisory
Maryland
$425K +$26.2K +276 +6%
DJSG
724
D.J. St. Germain
Massachusetts
$423K
OFS
725
OneAscent Financial Services
Alabama
$421K +$112K +1,178 +35%