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Name Holding Trade Value Shares
Change
Change in
Stake
SS
251
Sunbelt Securities
Texas
$917
PFBT
252
Parkside Financial Bank & Trust
Missouri
$826
AWM
253
Avior Wealth Management
Nebraska
$733
EWA
254
EverSource Wealth Advisors
Alabama
$688 +$274 +12 +67%
TCOV
255
Trust Company of Vermont
Vermont
$642
GM
256
GeoWealth Management
Illinois
$550 +$549 +24 New
MA
257
MCF Advisors
Kentucky
$505
FCMT
258
Founders Capital Management (Texas)
Texas
$459
PA
259
PSI Advisors
Florida
$459
TLA
260
Tanglewood Legacy Advisors
Texas
$459
W
261
WealthCollab
Washington
$459
MAM
262
Morse Asset Management
Connecticut
$459 +$457 +20 New
CSC
263
Caldwell Sutter Capital
California
$413
CAS
264
Coppell Advisory Solutions
Texas
$382 -$549 -24 -59%
TFM
265
TFC Financial Management
Massachusetts
$367
GJIA
266
Glass Jacobson Investment Advisors
Maryland
$344
FHA
267
First Horizon Advisors
Tennessee
$343 -$183 -8 -35%
CWC
268
Carolinas Wealth Consulting
North Carolina
$322
RDFA
269
Ritter Daniher Financial Advisory
Ohio
$276
ATC
270
Adirondack Trust Company
New York
$275
LG
271
LAM Group
Oregon
$275
LIS
272
Legacy Investment Solutions
Idaho
$265 +$229 +10 New
LWMI
273
Legacy Wealth Management (Idaho)
Idaho
$265 +$229 +10 New
LWCFA
274
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$248
ICA
275
Infrastructure Capital Advisors
New York
$229 +$229 +10 New