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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
501
TD Private Client Wealth
New York
$349K +$1.09K +26 +0.3%
CIA
502
Cohen Investment Advisors
New Hampshire
$349K +$404K +9,616 New
KFGK
503
Keystone Financial Group (Kentucky)
Kentucky
$348K -$8.16K -194 -2%
GT
504
Glenview Trust
Kentucky
$341K -$12.6K -300 -3%
CB
505
Commerce Bank
Missouri
$336K -$43.2K -1,028 -11%
FCCM
506
First City Capital Management
Georgia
$335K -$83.8K -1,991 -19%
BAM
507
Blueshift Asset Management
New Jersey
$331K +$362K +8,599 New
CT
508
Colonial Trust
South Carolina
$327K
HAG
509
HF Advisory Group
Maryland
$326K +$17K +405 +5%
CTFG
510
Capstone Triton Financial Group
Oklahoma
$325K -$59.3K -1,409 -14%
LWL
511
Leo Wealth LLC
Texas
$323K -$662K -15,729 -65%
IIM
512
Ipswich Investment Management
Massachusetts
$323K
Allspring Global Investments
513
Allspring Global Investments
North Carolina
$322K -$218K -5,187 -38%
AF
514
Aviso Financial
Ontario, Canada
$321K +$351K +8,351 New
AssetMark Inc
515
AssetMark Inc
California
$321K +$182K +4,315 +107%
MW
516
Marcum Wealth
Ohio
$321K +$5.85K +139 +2%
CCA
517
Cravens & Co Advisors
Tennessee
$321K -$8.29K -197 -2%
SF
518
Symphony Financial
Texas
$320K +$16.1K +382 +5%
CIAS
519
Capital Investment Advisory Services
North Carolina
$319K +$57.5K +1,367 +20%
MWM
520
Mission Wealth Management
California
$319K +$81K +1,926 +30%
LFA
521
Legacy Financial Advisors
Kentucky
$319K +$22.9K +544 +7%
RG
522
Rathbones Group
United Kingdom
$315K
NA
523
Nordwand Advisors
Pennsylvania
$315K -$450K -10,687 -57%
IFG
524
Independent Financial Group
California
$314K -$13K -308 -4%
BFM
525
Boston Financial Management
Massachusetts
$313K