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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
526
Salem Investment Counselors
North Carolina
$232K +$8.04K +160 +3%
GLA
527
Good Life Advisors
Pennsylvania
$231K +$243K +4,836 New
BOPW
528
Brandywine Oak Private Wealth
Pennsylvania
$231K +$244K +4,850 New
WAM
529
WNY Asset Management
New York
$230K +$238K +4,748 New
WMA
530
Wealth Management Associates
New Jersey
$230K +$603 +12 +0.3%
IP
531
Investment Partners
Ohio
$229K +$1K +20 +0.4%
LWM
532
Laidlaw Wealth Management
New York
$228K +$239K +4,768 New
AUB
533
Atlantic Union Bankshares
Virginia
$226K -$14.7K -293 -6%
MYIA
534
Mount Yale Investment Advisors
Colorado
$225K +$237K +4,718 New
9WM
535
9258 Wealth Management
Ohio
$224K +$553 +11 +0.2%
XT
536
XTX Topco
Cayman Islands
$224K +$235K +4,683 New
WANY
537
Wealthspire Advisors (New York)
New York
$224K +$236K +4,696 New
IAN
538
Integrated Advisors Network
Texas
$224K +$236K +4,698 New
AB
539
Atlas Brown
Kentucky
$223K
CBT
540
CoreFirst Bank & Trust
Kansas
$222K
FAIM
541
Financial Advocates Investment Management
Washington
$222K +$114K +2,272 New
EHWM
542
Eads & Heald Wealth Management
Georgia
$222K +$234K +4,650 New
KMWM
543
Keudell/Morrison Wealth Management
Oregon
$221K +$251 +5 +0.1%
CCP
544
Corient Capital Partners
California
$221K +$233K +4,630 New
QP
545
Quilter Plc
United Kingdom
$220K -$4.87K -97 -2%
CWM
546
Cornerstone Wealth Management
Missouri
$218K +$5.02K +100 +2%
IAP
547
Indie Asset Partners
Indiana
$216K
CC
548
Cadinha & Co
Hawaii
$215K
FMW
549
Farr Miller & Washington
District of Columbia
$214K -$8.04K -160 -3%
MMPW
550
Mitchell McLeod Pugh & Williams
Alabama
$213K