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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Avior Wealth Management
Nebraska
$289K -$1.95K -42 -0.7%
PSP
277
Principal Street Partners
Tennessee
$287K +$46.9K +1,012 +21%
PWPS
278
Pinnacle Wealth Planning Services
Ohio
$287K -$150K -3,234 -36%
BC
279
Bridgefront Capital
Texas
$283K +$266K +5,724 New
RG
280
Rathbones Group
United Kingdom
$277K -$13.9K -300 -5%
IQI
281
Integrated Quantitative Investments
Washington
$277K +$260K +5,600 New
ACC
282
Acorn Creek Capital
Colorado
$274K +$835 +18 +0.3%
SPIA
283
Steward Partners Investment Advisory
New York
$274K +$14.9K +321 +6%
BPA
284
Beacon Pointe Advisors
California
$274K -$52.4K -1,130 -17%
WPC
285
Waters Parkerson & Co
Louisiana
$272K
Focus Partners Wealth
286
Focus Partners Wealth
Massachusetts
$272K +$255K +5,490 New
FFA
287
Farther Finance Advisors
California
$268K +$76K +1,638 +43%
SMA
288
Seven Mile Advisory
New Jersey
$267K +$8.81K +190 +4%
WSFS
289
Wilmington Savings Fund Society
Delaware
$263K +$122K +2,633 +98%
IAA
290
Independent Advisor Alliance
North Carolina
$259K +$243K +5,228 New
GWM
291
Geneos Wealth Management
Colorado
$258K -$16.6K -358 -6%
New York State Common Retirement Fund
292
New York State Common Retirement Fund
New York
$257K
GWM
293
Gitterman Wealth Management
New Jersey
$257K +$19.9K +429 +9%
PWM
294
Perigon Wealth Management
California
$244K +$222K +4,794 New
CWM
295
Cornerstone Wealth Management
Missouri
$243K +$696 +15 +0.3%
NRC
296
New Republic Capital
North Carolina
$241K +$226K +4,864 New
SFC
297
SYM Financial Corp
Indiana
$240K +$225K +4,851 New
CW
298
CreativeOne Wealth
Kansas
$237K -$1.39K -30 -0.6%
C
299
Certuity
Florida
$235K +$220K +4,753 New
RA
300
Riversedge Advisors
Delaware
$235K +$220K +4,742 New