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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
276
Register Financial Advisors
Georgia
$470K +$18.6K +150 +5%
BC
277
Burney Company
Virginia
$468K
TA
278
Tectonic Advisors
Texas
$457K +$36.2K +292 +10%
SAM
279
Silvercrest Asset Management
New York
$449K
Baird Financial Group
280
Baird Financial Group
Wisconsin
$447K +$37K +298 +10%
PA
281
Profund Advisors
Maryland
$442K +$72.7K +586 +22%
CPIG
282
Chicago Partners Investment Group
Illinois
$420K -$38.7K -312 -9%
MC
283
Maverick Capital
Texas
$417K +$380K +3,068 New
RCM
284
Radnor Capital Management
Pennsylvania
$414K
PF
285
Phoenix Financial
Israel
$414K +$378K +3,050 New
TCOO
286
Trust Company of Oklahoma
Oklahoma
$413K +$372 +3 +0.1%
CAN
287
Cetera Advisor Networks
California
$412K +$9.67K +78 +3%
Brown Advisory
288
Brown Advisory
Maryland
$411K +$30K +242 +9%
CSA
289
Cottage Street Advisors
Massachusetts
$408K
RC
290
RBF Capital
California
$408K
SW
291
SVB Wealth
Massachusetts
$394K +$28.8K +232 +9%
BFG
292
Bleakley Financial Group
New Jersey
$386K +$17.7K +143 +5%
SW
293
Simplicity Wealth
New Jersey
$386K +$352K +2,840 New
NS
294
NBC Securities
Alabama
$382K -$248 -2 -0.1%
KAS
295
Kestra Advisory Services
Texas
$379K -$4.34K -35 -1%
KCM
296
Kanawha Capital Management
Virginia
$376K
STA
297
Summit Trail Advisors
New York
$365K -$1.98K -16 -0.6%
PFPT
298
Pinnacle Financial Partners (Tennessee)
Tennessee
$357K
P8IP
299
Pier 88 Investment Partners
California
$354K +$322K +2,600 New
WG
300
Welch Group
Alabama
$342K +$312K +2,512 New