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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
151
Atria Wealth Solutions
New York
$386K +$79.7K +9,995 +27%
OPA
152
Old Port Advisors
Maine
$382K -$86K -10,792 -20%
IWC
153
Integrated Wealth Concepts
Massachusetts
$366K +$85.6K +10,733 +31%
NHC
154
Nicholas Hoffman & Company
Georgia
$364K -$1.31K -165 -0.4%
OC
155
Oppenheimer & Co
New York
$360K -$812K -101,864 -70%
TNB
156
Thomasville National Bank
Georgia
$358K -$18.6K -2,338 -5%
AAM
157
Auxier Asset Management
Oregon
$358K -$3.51K -440 -1%
BTWM
158
Baker Tilly Wealth Management
Wisconsin
$351K -$111K -13,976 -25%
EWA
159
Exencial Wealth Advisors
Oklahoma
$350K -$41.7K -5,230 -11%
CFO
160
Callan Family Office
Pennsylvania
$341K +$334K +41,900 New
FI
161
Fractal Investments
Connecticut
$340K
ISL
162
Ingalls & Snyder LLC
New York
$340K -$27.7K -3,480 -8%
GWM
163
Greenwich Wealth Management
Connecticut
$328K
BTI
164
Blue Trust Inc
Georgia
$326K +$245K +30,778 +308%
CCMINC
165
Cardinal Capital Management Inc (North Carolina)
North Carolina
$320K -$375 -47 -0.1%
MOS
166
MGO One Seven
Ohio
$310K +$39.2K +4,913 +15%
Acadian Asset Management
167
Acadian Asset Management
Massachusetts
$301K
CCC
168
Chelsea Counsel Company
California
$301K
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$299K -$62.5K -7,838 -18%
EWA
170
EP Wealth Advisors
California
$295K -$52.9K -6,637 -57%
KAS
171
Kestra Advisory Services
Texas
$289K -$273K -34,295 -49%
DI
172
DFPG Investments
Utah
$287K +$24.9K +3,126 +10%
Brown Advisory
173
Brown Advisory
Maryland
$286K -$670 -84 -0.2%
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$282K -$729K -91,508 -73%
AAS
175
Avantax Advisory Services
Texas
$279K -$11.4K -1,427 -4%