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Name Holding Trade Value Shares
Change
Change in
Stake
FMI
376
Frec Markets Inc
California
$243K +$269K +6,529 New
HWAM
377
Hennion & Walsh Asset Management
New Jersey
$243K -$3.09K -75 -1%
SCM
378
Sterling Capital Management
North Carolina
$239K -$180K -4,369 -40%
BAMG
379
Brand Asset Management Group
Missouri
$235K +$260K +6,322 New
LAM
380
LECAP Asset Management
United Kingdom
$235K +$43.9K +1,066 +20%
AWA
381
Arkadios Wealth Advisors
Georgia
$234K -$36.1K -877 -12%
FCM
382
Fieldview Capital Management
Michigan
$234K +$49.6K +1,204 +24%
IWM
383
IHT Wealth Management
Illinois
$228K +$252K +6,111 New
CC
384
Centiva Capital
New York
$227K -$83.4K -2,024 -25%
BP
385
Ballentine Partners
Massachusetts
$225K -$165K -3,998 -40%
OFO
386
OneAscent Family Office
Alabama
$224K +$783 +19 +0.3%
JTWM
387
Jackson Thornton Wealth Management
Alabama
$223K -$46.9K -1,139 -15%
CCM
388
Coldstream Capital Management
Washington
$223K +$21.6K +524 +10%
CRC
389
Curi RMB Capital
Illinois
$218K -$258K -6,262 -52%
SC
390
Savant Capital
Illinois
$217K +$240K +5,830 New
CIBC Asset Management
391
CIBC Asset Management
Ontario, Canada
$216K
FTWA
392
Fifth Third Wealth Advisors
Ohio
$215K +$22.9K +556 +11%
KBC Group
393
KBC Group
Belgium
$214K +$53.5K +1,299 +29%
SAM
394
Sagewood Asset Management
New York
$213K +$32.1K +780 +16%
EFS
395
Essex Financial Services
Connecticut
$211K +$233K +5,665 New
Brown Advisory
396
Brown Advisory
Maryland
$207K -$163K -3,963 -42%
CIA
397
Caerus Investment Advisors
Texas
$207K -$324K -7,872 -59%
TC
398
TwinBeech Capital
New York
$205K +$227K +5,500 New
TPCW
399
TD Private Client Wealth
New York
$204K -$12K -292 -5%
SFS
400
Sowell Financial Services
Arkansas
$204K -$26.1K -633 -10%