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Name Holding Trade Value Shares
Change
Change in
Stake
TWP
401
Tower Wealth Partners
Pennsylvania
$290K +$4K +56 +2%
ACM
402
Argyle Capital Management
Pennsylvania
$287K
IWA
403
Icon Wealth Advisors
Texas
$272K +$110K +1,539 +80%
IAN
404
Integrated Advisors Network
Texas
$270K -$1.29K -18 -0.5%
SAI
405
Savvy Advisors Inc
New York
$268K +$244K +3,407 New
LA
406
LVW Advisors
New York
$267K +$243K +3,400 New
DT
407
Diversified Trust
Tennessee
$266K +$27.2K +381 +13%
IAIM
408
International Assets Investment Management
Florida
$264K +$240K +3,358 New
FEM
409
Fulcrum Equity Management
Texas
$264K +$7.08K +99 +3%
SFS
410
Symphony Financial Services
Ohio
$263K
HPM
411
Hoxton Planning & Management
West Virginia
$263K +$239K +3,344 New
SA
412
Sovran Advisors
California
$262K -$6.22K -87 -3%
ACA
413
Aptus Capital Advisors
Alabama
$259K +$25K +350 +12%
Vontobel Holding
414
Vontobel Holding
Switzerland
$257K
VSQM
415
V-Square Quantitative Management
Illinois
$256K +$233K +3,258 New
PFG
416
Prospect Financial Group
Virginia
$256K -$143 -2 -0.1%
GSWM
417
Greenup Street Wealth Management
Michigan
$255K -$34.1K -477 -13%
PWAM
418
Papamarkou Wellner Asset Management
New York
$254K +$231K +3,230 New
AGA
419
Accuvest Global Advisors
Utah
$253K +$230K +3,213 New
HSA
420
HBK Sorce Advisory
Pennsylvania
$252K +$202K +2,826 New
SI
421
Seeds Investor
New York
$249K -$358 -5 -0.2%
PWM
422
Partners Wealth Management
California
$248K -$31.8K -445 -12%
WC
423
Wexford Capital
Florida
$247K +$225K +3,141 New
SWM
424
Seed Wealth Management
Illinois
$246K -$21.5K -300 -9%
TPCW
425
TD Private Client Wealth
New York
$242K +$117K +1,641 +114%