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Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
576
Brown Advisory
Maryland
$983K -$6.69K -529 -0.8%
SWM
577
Spire Wealth Management
Virginia
$983K -$108K -8,543 -12%
SA
578
Strategic Advisors
New York
$976K +$102K +8,085 +14%
TWM
579
Tradition Wealth Management
Minnesota
$976K -$73.9K -5,843 -8%
TFS
580
Thoroughbred Financial Services
Tennessee
$971K -$5.42K -428 -0.7%
SG
581
StoneX Group
New York
$970K -$99K -7,825 -11%
UCFA
582
United Capital Financial Advisors
Texas
$969K -$262K -20,703 -24%
MNBTD
583
Moody National Bank Trust Division
Texas
$967K
SW
584
SVB Wealth
Massachusetts
$961K -$89.9K -7,105 -10%
PIA
585
Powell Investment Advisors
Florida
$951K -$12.3K -971 -2%
HCM
586
Hollencrest Capital Management
California
$950K -$1.26K -100 -0.2%
IA
587
IFP Advisors
Florida
$945K -$319K -25,218 -29%
NPF
588
Norris Perne & French
Michigan
$944K +$15.8K +1,251 +2%
YIH
589
Y-Intercept (HK)
Hong Kong
$944K -$711K -56,208 -47%
LCM
590
Lazari Capital Management
California
$937K +$784K +61,958 New
HWM
591
HB Wealth Management
Georgia
$936K +$71.8K +5,674 +10%
PCG
592
Prosperity Consulting Group
Maryland
$934K -$19.4K -1,531 -2%
EDRIA
593
Edmonds Duncan Registered Investment Advisors
Kansas
$933K +$2.38K +188 +0.3%
WANY
594
Wealthspire Advisors (New York)
New York
$929K -$1.28M -101,232 -62%
IA
595
Insight Advisors
Pennsylvania
$928K +$2.35K +186 +0.3%
SEIA
596
Signature Estate & Investment Advisors
California
$925K +$658 +52 +0.1%
BCM
597
Bayesian Capital Management
New York
$909K -$1.07M -84,500 -58%
NSEDCP
598
NJ State Employees Deferred Compensation Plan
New Jersey
$908K
GCM
599
Gibraltar Capital Management
Oklahoma
$899K +$215 +17 +0%
FFM
600
Forum Financial Management
Illinois
$895K +$41.6K +3,288 +6%