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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
426
Partners Wealth Management
California
$300K
MFA
427
Mayflower Financial Advisors
Massachusetts
$299K +$33.2K +364 +13%
SWM
428
Seed Wealth Management
Illinois
$298K
EA
429
Echo45 Advisors
California
$290K -$13K -142 -4%
SFS
430
Symphony Financial Services
Ohio
$290K -$27.4K -300 -9%
Brown Advisory
431
Brown Advisory
Maryland
$288K -$148K -1,617 -35%
VFG
432
Victory Financial Group
Texas
$286K +$274K +3,006 New
DT
433
Diversified Trust
Tennessee
$282K -$57K -625 -17%
RFC
434
Regions Financial Corp
Alabama
$281K +$37.6K +412 +16%
ICP
435
Interchange Capital Partners
Pennsylvania
$281K +$270K +2,958 New
KWM
436
Kingsview Wealth Management
Oregon
$275K +$264K +2,895 New
TFA
437
Tranquilli Financial Advisor
New Jersey
$275K +$274 +3 +0.1%
WCFA
438
Walkner Condon Financial Advisors
Wisconsin
$275K +$27.5K +301 +12%
GM
439
GeoWealth Management
Illinois
$272K +$2.28K +25 +0.9%
SW
440
SVB Wealth
Massachusetts
$270K +$8.49K +93 +3%
BC
441
Brio Consultants
California
$269K +$35.9K +393 +16%
HPM
442
Hoxton Planning & Management
West Virginia
$268K -$65.5K -718 -20%
JTWM
443
Jackson Thornton Wealth Management
Alabama
$268K +$43.7K +479 +20%
QWP
444
Quotient Wealth Partners
Texas
$265K +$255K +2,790 New
MFG
445
Magnus Financial Group
New York
$265K +$254K +2,787 New
TPCW
446
TD Private Client Wealth
New York
$263K +$73.6K +807 +41%
TI
447
Tidal Investments
Wisconsin
$261K -$4.38K -48 -2%
RC
448
Rexford Capital
Texas
$261K
SL
449
Sentinus LLC
Illinois
$259K +$18.8K +206 +8%
Victory Capital Management
450
Victory Capital Management
Texas
$259K +$248K +2,719 New