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Name Holding Trade Value Shares
Change
Change in
Stake
FG
326
Foster Group
Iowa
$284K -$11K -194 -4%
SIAG
327
Safeguard Investment Advisory Group
California
$283K +$5.86K +103 +2%
TIAA Trust, National Association
328
TIAA Trust, National Association
North Carolina
$277K +$34.2K +600 +15%
FFA
329
Farther Finance Advisors
California
$269K -$20.7K -363 -8%
SSC
330
Syverson Strege & Co
Iowa
$265K +$249K +4,367 New
TYCC
331
Texas Yale Capital Corp
Florida
$264K
SW
332
SVB Wealth
Massachusetts
$259K +$242K +4,256 New
PWM
333
Perigon Wealth Management
California
$257K -$26.6K -467 -10%
FAFN
334
First Affirmative Financial Network
Colorado
$253K +$237K +4,156 New
SMA
335
Sage Mountain Advisors
Georgia
$252K +$854 +15 +0.4%
WIA
336
World Investment Advisors
California
$251K +$29K +510 +14%
RPSA
337
Richard P. Slaughter Associates
Texas
$250K -$108K -1,894 -32%
CWM
338
Cornerstone Wealth Management
Missouri
$249K -$28.5K -500 -11%
WA
339
WealthTrust Axiom
Pennsylvania
$248K
S
340
Sunpointe
Missouri
$246K -$12.2K -215 -5%
AG
341
AlTi Global
New York
$246K +$230K +4,046 New
FPAS
342
Focus Partners Advisor Solutions
Missouri
$244K +$9.56K +168 +4%
First Manhattan
343
First Manhattan
New York
$244K
KBFS
344
Kohmann Bosshard Financial Services
Ohio
$243K
WC
345
Weil Company
California
$243K
NRC
346
New Republic Capital
North Carolina
$243K -$20.1K -353 -8%
DOA
347
D'Orazio & Associates
Virginia
$240K +$2.9K +51 +1%
FCBT
348
First Citizens Bank & Trust
North Carolina
$239K +$1.31K +23 +0.6%
PS
349
Principal Securities
Iowa
$237K +$20.9K +368 +10%
EL
350
EWA LLC
Pennsylvania
$232K +$16.8K +296 +8%