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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
551
Brass Tax Wealth Management
Ohio
$1.24M +$2.99K +51 +0.3%
UCFA
552
United Capital Financial Advisors
Texas
$1.24M -$190K -3,235 -14%
PAG
553
Private Advisor Group
New Jersey
$1.24M +$138K +2,345 +13%
SCP
554
Stamos Capital Partners
California
$1.24M -$1.5M -25,540 -56%
SMH
555
Sanders Morris Harris
Texas
$1.23M
MIG
556
Mariner Investment Group
New York
$1.22M +$1.17M +20,000 New
PWP
557
Precedent Wealth Partners
Texas
$1.22M +$32.1K +547 +3%
BWP
558
Barlow Wealth Partners
Kentucky
$1.21M -$58.7K -1,000 -5%
BCM
559
Brookstone Capital Management
Illinois
$1.21M +$24.5K +417 +2%
HI
560
Horizon Investments
North Carolina
$1.2M +$16.7K +285 +1%
AG
561
Ascent Group
Virginia
$1.17M -$31.9K -543 -3%
SAI
562
Systematic Alpha Investments
New Jersey
$1.15M +$536K +9,130 +94%
IWN
563
Independent Wealth Network
Iowa
$1.15M +$30.2K +514 +3%
AWS
564
Atria Wealth Solutions
New York
$1.14M +$15.1K +257 +1%
RBC
565
Romano Brothers & Co
Illinois
$1.14M -$58.7K -1,000 -5%
WFI
566
West Family Investments
California
$1.14M -$16.9K -288 -2%
SA
567
Sylvest Advisors
Texas
$1.13M +$1.09M +18,520 New
IWA
568
Inspirion Wealth Advisors
Illinois
$1.13M +$1.41K +24 +0.1%
ACA
569
Atlas Capital Advisors
Wyoming
$1.12M +$23.5K +400 +2%
CCA
570
Cypress Capital Advisors
Tennessee
$1.12M +$1.07M +18,311 New
TIAA Trust, National Association
571
TIAA Trust, National Association
North Carolina
$1.12M -$4.28K -73 -0.4%
KCM
572
Kathmere Capital Management
Pennsylvania
$1.12M +$34.2K +583 +3%
BOTPPF
573
Board of the Pension Protection Fund
United Kingdom
$1.11M +$1.07M +18,200 New
MOS
574
MGO One Seven
Ohio
$1.1M +$82.4K +1,405 +8%
BBHC
575
Brown Brothers Harriman & Co
New York
$1.1M +$9.03K +154 +0.9%