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Name Holding Trade Value Shares
Change
Change in
Stake
YIA
301
YHB Investment Advisors
Connecticut
$336K
BWA
302
Basecamp Wealth Advisors
Washington
$333K
KAS
303
Kestra Advisory Services
Texas
$329K -$239K -8,496 -40%
KPWS
304
Kestra Private Wealth Services
Texas
$327K +$12.2K +433 +4%
DWM
305
Drive Wealth Management
Utah
$316K -$51.3K -1,822 -13%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$315K -$25.5K -908 -7%
DG
307
DMC Group
Alabama
$310K +$20.7K +735 +7%
SAM
308
Silvercrest Asset Management
New York
$305K
PS
309
Principal Securities
Iowa
$301K -$21.8K -776 -6%
KOCAA
310
Knights of Columbus Asset Advisors
Connecticut
$297K
AP
311
Anchyra Partners
Georgia
$295K +$14.7K +524 +5%
EWM
312
Empirical Wealth Management
Washington
$294K +$318K +11,287 New
NP
313
Nilsine Partners
Colorado
$291K -$160K -5,675 -35%
BA
314
Bridgewater Advisors
New York
$285K +$5.29K +188 +2%
TW
315
Traveka Wealth
California
$283K -$22.7K -806 -7%
GA
316
Greenspring Advisors
Maryland
$283K +$5.06K +180 +2%
FPAS
317
Focus Partners Advisor Solutions
Missouri
$279K +$6.02K +214 +2%
JG
318
Jain Global
New York
$277K +$299K +10,628 New
OC
319
Oppenheimer & Co
New York
$275K +$15.7K +558 +6%
BGAI
320
Bruce G. Allen Investments
Colorado
$274K -$11.3K -403 -4%
MFS
321
Mattson Financial Services
Michigan
$272K +$293K +10,428 New
WRPWM
322
Werba Rubin Papier Wealth Management
California
$271K +$1.94K +69 +0.7%
GT
323
Glenview Trust
Kentucky
$271K -$338 -12 -0.1%
IRC
324
Investors Research Corp
Georgia
$268K -$845K -30,035 -75%
PWG
325
Portside Wealth Group
Utah
$268K +$69.9K +2,485 +32%