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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
401
Icon Wealth Advisors
Texas
$308K -$762 -9 -0.3%
KWM
402
Keebeck Wealth Management
Illinois
$308K +$316K +3,728 New
CRC
403
Curi RMB Capital
Illinois
$305K +$169 +2 +0.1%
TWP
404
Tower Wealth Partners
Pennsylvania
$304K -$169 -2 -0.1%
ACM
405
Argyle Capital Management
Pennsylvania
$301K
FAL
406
Focused Alpha LLC
Colorado
$300K +$308K +3,638 New
TD Asset Management
407
TD Asset Management
Ontario, Canada
$297K +$305K +3,605 New
DT
408
Diversified Trust
Tennessee
$297K +$18.3K +216 +6%
SSC
409
Syverson Strege & Co
Iowa
$295K -$23K -271 -7%
IAN
410
Integrated Advisors Network
Texas
$295K +$11.3K +134 +4%
KBFS
411
Kohmann Bosshard Financial Services
Ohio
$292K -$14.3K -169 -5%
HSA
412
HBK Sorce Advisory
Pennsylvania
$292K +$35.1K +415 +15%
HPM
413
Hoxton Planning & Management
West Virginia
$292K +$16.7K +197 +6%
AGA
414
Accuvest Global Advisors
Utah
$289K +$24.5K +289 +9%
FCBT
415
First Citizens Bank & Trust
North Carolina
$286K -$42.2K -498 -13%
MFS
416
Mattson Financial Services
Michigan
$285K +$293K +3,459 New
ACA
417
Aptus Capital Advisors
Alabama
$281K +$10.7K +126 +4%
BBHC
418
Brown Brothers Harriman & Co
New York
$278K +$148K +1,742 +107%
FEM
419
Fulcrum Equity Management
Texas
$277K
SFS
420
Symphony Financial Services
Ohio
$276K
KA
421
Klingman & Associates
New York
$274K +$31.7K +374 +13%
AGC
422
August Group Capital
$273K +$20.8K +246 +8%
BFA
423
Brown Financial Advisors
Ohio
$271K +$278K +3,283 New
AWM
424
Angeles Wealth Management
California
$270K +$270K +3,190 New
Vontobel Holding
425
Vontobel Holding
Switzerland
$270K