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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1001
Principle Wealth Partners
Connecticut
$255K -$438 -35 -0.2%
SOS
1002
Silver Oak Securities
Tennessee
$254K +$21.5K +1,717 +9%
TIMH
1003
Tilt Investment Management Holdings
New York
$254K +$33.5K +2,675 +14%
PAA
1004
Peregrine Asset Advisers
Oregon
$253K
CAM
1005
Cacti Asset Management
Georgia
$252K
CLOS
1006
Compagnie Lombard Odier SCmA
Switzerland
$252K
HWM
1007
HFR Wealth Management
New York
$252K
TCBWMS
1008
Texas Capital Bank Wealth Management Services
Texas
$252K
LWP
1009
LMG Wealth Partners
Louisiana
$252K
Legacy Financial Group (Iowa)
1010
Legacy Financial Group (Iowa)
Iowa
$252K -$2.85K -228 -1%
SC
1011
SouthState Corp
Florida
$251K -$7.11K -568 -3%
SIA
1012
Soltis Investment Advisors
Utah
$251K -$18.4K -1,468 -7%
SMC
1013
Smith, Moore & Co
Missouri
$251K +$64.5K +5,153 +35%
BTWM
1014
Baker Tilly Wealth Management
Wisconsin
$250K -$133K -10,595 -35%
CWM
1015
C2C Wealth Management
Arizona
$249K +$60.1K +4,800 +32%
BFAG
1016
Blackston Financial Advisory Group
Florida
$249K +$1.06K +85 +0.4%
WJWM
1017
Williams Jones Wealth Management
New York
$249K -$500K -39,896 -67%
ACP
1018
Aveo Capital Partners
Colorado
$249K +$66.6K +5,317 +37%
HPC
1019
HM Payson & Co
Maine
$248K -$14.5K -1,155 -6%
WPW
1020
Waldron Private Wealth
Pennsylvania
$247K -$5.46K -436 -2%
6F
1021
626 Financial
Michigan
$247K +$7.58K +605 +3%
MFG
1022
Magnus Financial Group
New York
$247K -$12K -956 -5%
NAS
1023
NWF Advisory Services
California
$246K +$204K +16,284 New
SIC
1024
Salem Investment Counselors
North Carolina
$246K -$9.39K -750 -4%
PL
1025
Perpetual Ltd
Australia
$245K +$244K +19,480 New