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Name Holding Trade Value Shares
Change
Change in
Stake
WA
351
WealthTrust Axiom
Pennsylvania
$289K
AG
352
AlTi Global
New York
$289K +$1.5K +23 +0.6%
WA
353
Wealthstream Advisors
New York
$287K +$29.5K +454 +13%
WC
354
Weil Company
California
$284K
S
355
Sunpointe
Missouri
$281K -$5.27K -81 -2%
Brown Advisory
356
Brown Advisory
Maryland
$281K -$213K -3,277 -45%
DOA
357
D'Orazio & Associates
Virginia
$281K +$455 +7 +0.2%
EL
358
EWA LLC
Pennsylvania
$277K +$5.72K +88 +2%
SSC
359
Syverson Strege & Co
Iowa
$277K -$30.1K -463 -11%
Allianz Asset Management
360
Allianz Asset Management
Germany
$277K +$254K +3,900 New
SIC
361
Samalin Investment Counsel
New York
$275K +$4.49K +69 +2%
WA
362
Wealth Alliance
New York
$272K +$249K +3,835 New
X
363
Xponance
Pennsylvania
$269K +$29.1K +447 +13%
FCBT
364
First Citizens Bank & Trust
North Carolina
$265K -$12.9K -199 -5%
CRC
365
Curi RMB Capital
Illinois
$264K +$715 +11 +0.3%
GSWM
366
Greenup Street Wealth Management
Michigan
$264K -$1.82K -28 -0.7%
KBFS
367
Kohmann Bosshard Financial Services
Ohio
$264K -$18.7K -287 -7%
ACM
368
Argyle Capital Management
Pennsylvania
$259K
TWP
369
Tower Wealth Partners
Pennsylvania
$258K +$8.71K +134 +4%
PWM
370
Partners Wealth Management
California
$255K +$234K +3,595 New
ATPW
371
Ashton Thomas Private Wealth
Arizona
$251K +$230K +3,530 New
VWM
372
Venturi Wealth Management
Texas
$247K +$226K +3,476 New
CIBC Private Wealth Group
373
CIBC Private Wealth Group
Georgia
$246K +$210K +3,233 +1,424%
IAN
374
Integrated Advisors Network
Texas
$245K -$1.5K -23 -0.7%
SWM
375
Seed Wealth Management
Illinois
$243K