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Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
426
Vontobel Holding
Switzerland
$311K – – –
BFA
427
Brown Financial Advisors
Ohio
$308K -$4.01K -44 -1%
PWM
428
Partners Wealth Management
California
$300K – – –
MFA
429
Mayflower Financial Advisors
Massachusetts
$299K +$33.2K +364 +13%
SWM
430
Seed Wealth Management
Illinois
$298K – – –
EA
431
Echo45 Advisors
California
$290K -$13K -142 -4%
SFS
432
Symphony Financial Services
Ohio
$290K -$27.4K -300 -9%
Brown Advisory
433
Brown Advisory
Maryland
$288K -$148K -1,617 -35%
VFG
434
Victory Financial Group
Texas
$286K +$274K +3,006 New
DT
435
Diversified Trust
Tennessee
$282K -$57K -625 -17%
RFC
436
Regions Financial Corp
Alabama
$281K +$37.6K +412 +16%
ICP
437
Interchange Capital Partners
Pennsylvania
$281K +$270K +2,958 New
KWM
438
Kingsview Wealth Management
Oregon
$275K +$264K +2,895 New
TFA
439
Tranquilli Financial Advisor
New Jersey
$275K +$274 +3 +0.1%
WCFA
440
Walkner Condon Financial Advisors
Wisconsin
$275K +$27.5K +301 +12%
GM
441
GeoWealth Management
Illinois
$272K +$2.28K +25 +0.9%
SW
442
SVB Wealth
Massachusetts
$270K +$8.49K +93 +3%
BC
443
Brio Consultants
California
$269K +$35.9K +393 +16%
HPM
444
Hoxton Planning & Management
West Virginia
$268K -$65.5K -718 -20%
JTWM
445
Jackson Thornton Wealth Management
Alabama
$268K +$43.7K +479 +20%
QWP
446
Quotient Wealth Partners
Texas
$265K +$255K +2,790 New
MFG
447
Magnus Financial Group
New York
$265K +$254K +2,787 New
TPCW
448
TD Private Client Wealth
New York
$263K +$73.6K +807 +41%
TI
449
Tidal Investments
Wisconsin
$261K -$4.38K -48 -2%
RC
450
Rexford Capital
Texas
$261K – – –