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Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
526
Laurel Wealth Advisors (California)
California
$232K -$18.8K -375 -7%
SIC
527
Salem Investment Counselors
North Carolina
$232K +$8.04K +160 +3%
GLA
528
Good Life Advisors
Pennsylvania
$231K +$243K +4,836 New
BOPW
529
Brandywine Oak Private Wealth
Pennsylvania
$231K +$244K +4,850 New
WAM
530
WNY Asset Management
New York
$230K +$238K +4,748 New
WMA
531
Wealth Management Associates
New Jersey
$230K +$603 +12 +0.3%
IP
532
Investment Partners
Ohio
$229K +$1K +20 +0.4%
LWM
533
Laidlaw Wealth Management
New York
$228K +$239K +4,768 New
AUB
534
Atlantic Union Bankshares
Virginia
$226K -$14.7K -293 -6%
MYIA
535
Mount Yale Investment Advisors
Colorado
$225K +$237K +4,718 New
9WM
536
9258 Wealth Management
Ohio
$224K +$553 +11 +0.2%
XT
537
XTX Topco
Cayman Islands
$224K +$235K +4,683 New
WANY
538
Wealthspire Advisors (New York)
New York
$224K +$236K +4,696 New
IAN
539
Integrated Advisors Network
Texas
$224K +$236K +4,698 New
AB
540
Atlas Brown
Kentucky
$223K – – –
CBT
541
CoreFirst Bank & Trust
Kansas
$222K – – –
FAIM
542
Financial Advocates Investment Management
Washington
$222K +$114K +2,272 New
EHWM
543
Eads & Heald Wealth Management
Georgia
$222K +$234K +4,650 New
KMWM
544
Keudell/Morrison Wealth Management
Oregon
$221K +$251 +5 +0.1%
CCP
545
Corient Capital Partners
California
$221K +$233K +4,630 New
QP
546
Quilter Plc
United Kingdom
$220K -$4.87K -97 -2%
CWM
547
Cornerstone Wealth Management
Missouri
$218K +$5.02K +100 +2%
IAP
548
Indie Asset Partners
Indiana
$216K – – –
CC
549
Cadinha & Co
Hawaii
$215K – – –
FMW
550
Farr Miller & Washington
District of Columbia
$214K -$8.04K -160 -3%