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Name Holding Trade Value Shares
Change
Change in
Stake
FRM
401
Fox Run Management
Connecticut
$273K +$271K +4,057 New
AWS
402
Atria Wealth Solutions
New York
$272K -$9.14K -137 -3%
SI
403
Stephens Inc
Arkansas
$269K -$1.2K -18 -0.4%
GAM
404
GEM Asset Management
Michigan
$267K +$265K +3,974 New
NC
405
NovaPoint Capital
Georgia
$262K
EVM
406
Evelyn V. Moreno
$258K -$90K -1,349 -26%
WSTAM
407
Wilbanks Smith & Thomas Asset Management
Virginia
$256K +$254K +3,812 New
OL
408
Optas LLC
Texas
$251K +$1.53K +23 +0.6%
ACM
409
Acrisure Capital Management
Texas
$251K +$249K +3,730 New
IA
410
IFP Advisors
Florida
$250K -$7.2K -108 -3%
MA
411
Modus Advisors
Minnesota
$250K -$5.34K -80 -2%
ST
412
Somerset Trust
Pennsylvania
$245K
AssetMark Inc
413
AssetMark Inc
California
$245K +$78.1K +1,171 +47%
SBIA
414
Sheaff Brock Investment Advisors
Indiana
$244K
RAG
415
RIA Advisory Group
Iowa
$239K +$237K +3,549 New
EWM
416
Evercore Wealth Management
New York
$237K
SHFA
417
SS&H Financial Advisors
Michigan
$234K -$70K -1,050 -23%
SIC
418
Schwartz Investment Counsel
Michigan
$230K
FL
419
Fort LP
Maryland
$227K -$74.4K -1,115 -25%
EHWM
420
Eads & Heald Wealth Management
Georgia
$227K
EI
421
Ellevest Inc
New York
$227K +$41.4K +620 +23%
Sumitomo Mitsui Trust Group
422
Sumitomo Mitsui Trust Group
Japan
$226K
VWM
423
Valley Wealth Managers
New Jersey
$225K +$3.47K +52 +2%
S
424
SignatureFD
Georgia
$225K -$17.3K -260 -7%
DP
425
Dearborn Partners
Illinois
$225K -$15.8K -237 -7%