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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
251
Bleakley Financial Group
New Jersey
$300K +$30.8K +2,964 +11%
CCM
252
Coldstream Capital Management
Washington
$298K -$67.6K -6,500 -18%
GI
253
GAMMA Investing
California
$295K +$84.8K +8,148 +38%
DWM
254
Defined Wealth Management
Oregon
$293K +$354 +34 +0.1%
FFA
255
Farther Finance Advisors
California
$292K +$66.4K +6,383 +28%
LI
256
Lafayette Investments
Maryland
$288K -$3.12K -300 -1%
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$287K +$83.1K +7,986 +39%
AMPWP
258
Alvarez & Marsal Private Wealth Partners
Florida
$285K +$296K +28,464 New
DWT
259
Dorsey & Whitney Trust
South Dakota
$281K -$6.37K -612 -2%
CIA
260
Concurrent Investment Advisors
Florida
$279K +$60.8K +5,845 +27%
Baird Financial Group
261
Baird Financial Group
Wisconsin
$277K +$3.51K +337 +1%
BC
262
Bridgefront Capital
Texas
$275K +$286K +27,480 New
PMSA
263
Patrick M. Sweeney & Associates
Illinois
$269K
SWM
264
Seed Wealth Management
Illinois
$266K
Bessemer Group
265
Bessemer Group
New Jersey
$260K +$28.2K +2,706 +12%
MWA
266
MN Wealth Advisors
Kansas
$260K
EH
267
Equitable Holdings
New York
$254K +$1.91K +184 +0.7%
HTC
268
Haverford Trust Company
Pennsylvania
$245K
MHC
269
May Hill Capital
Massachusetts
$244K +$111K +10,628 +77%
AP
270
Arlington Partners
Alabama
$243K +$252K +24,246 New
ISL
271
Ingalls & Snyder LLC
New York
$242K -$3.12K -300 -1%
TPCW
272
TD Private Client Wealth
New York
$237K -$13.2K -1,272 -5%
FHC
273
First Horizon Corporation
Tennessee
$235K -$73.9K -7,105 -23%
Barclays
274
Barclays
United Kingdom
$234K -$5.8M -557,294 -96%
Thrivent Financial for Lutherans
275
Thrivent Financial for Lutherans
Minnesota
$233K -$7.54K -725 -3%