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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
176
Aaron Wealth Advisors
Illinois
$261K +$5.99K +752 +2%
WA
177
Wealth Alliance
New York
$258K +$3.31K +415 +1%
SFA
178
Sequoia Financial Advisors
Ohio
$254K +$24.8K +3,116 +11%
QPWM
179
Quadrant Private Wealth Management
Pennsylvania
$251K +$16.2K +2,038 +7%
AGC
180
Aspen Grove Capital
Colorado
$246K +$3.69K +463 +2%
WWP
181
WR Wealth Planners
Missouri
$245K +$79.4K +9,956 +50%
ECM
182
Evergreen Capital Management
Washington
$243K +$10.6K +1,325 +5%
EH
183
Equitable Holdings
New York
$243K -$1.01K -127 -0.4%
BRWA
184
B. Riley Wealth Advisors
Florida
$241K -$27.6K -3,462 -11%
SWM
185
Seed Wealth Management
Illinois
$237K
LI
186
Lafayette Investments
Maryland
$237K
PTC
187
Philadelphia Trust Company
Pennsylvania
$236K -$573K -71,888 -71%
VFA
188
Valeo Financial Advisors
Indiana
$235K +$43.5K +5,455 +23%
BL
189
Balentine LLC
Georgia
$235K -$90.6K -11,371 -28%
PAG
190
Private Advisory Group
Washington
$232K -$13.1K -1,645 -5%
IWP
191
Icon Wealth Partners
Texas
$231K +$226K +28,358 New
CIA
192
Choate Investment Advisors
Massachusetts
$230K
GQG Partners
193
GQG Partners
Florida
$226K
PPC
194
Park Place Capital
Alabama
$225K +$28.6K +3,591 +15%
WT
195
Whittier Trust
California
$224K +$797 +100 +0.4%
ATC
196
Argent Trust Co
Tennessee
$223K -$77K -9,654 -26%
Prudential Financial
197
Prudential Financial
New Jersey
$220K +$7.17K +899 +3%
FT
198
Fiduciary Trust
Massachusetts
$219K +$31.8K +3,993 +17%
XT
199
XTX Topco
Cayman Islands
$216K +$212K +26,576 New
MWM
200
Moran Wealth Management
Florida
$216K -$10.8K -1,360 -5%