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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
726
HB Wealth Management
Georgia
$265K +$17.8K +875 +8%
SI
727
Scharf Investments
California
$265K -$122K -5,994 -33%
CCM
728
Chiron Capital Management
Florida
$262K +$28.5K +1,403 +13%
MPM
729
MBB Public Markets
Illinois
$261K +$247K +12,158 New
PI
730
PFG Investments
New York
$259K +$245K +12,086 New
TPWA
731
TRUE Private Wealth Advisors
Oregon
$256K +$21K +1,034 +9%
TPW
732
Transatlantique Private Wealth
New York
$255K
AWM
733
Axxcess Wealth Management
California
$255K +$241K +11,876 New
WI
734
WrapManager Inc
California
$255K -$5.68K -280 -2%
Cohen & Steers
735
Cohen & Steers
New York
$254K -$53.4K -2,630 -18%
GS
736
GTS Securities
Florida
$253K -$2.49M -122,413 -91%
AWM
737
AE Wealth Management
Kansas
$253K -$3.37M -166,173 -93%
KWM
738
Kingsview Wealth Management
Oregon
$253K +$239K +11,785 New
PFPT
739
Pinnacle Financial Partners (Tennessee)
Tennessee
$253K -$56.1K -2,764 -19%
DWM
740
Dakota Wealth Management
Florida
$253K +$239K +11,774 New
EI
741
Ellevest Inc
New York
$251K -$108K -5,302 -31%
CIAS
742
CFS Investment Advisory Services
New Jersey
$247K +$39.2K +1,931 +20%
FAIM
743
Financial Advocates Investment Management
Washington
$247K +$38.2K +1,880 +20%
WPC
744
Wedmont Private Capital
Pennsylvania
$246K -$16.9K -831 -6%
VCM
745
Vision Capital Management
Oregon
$245K -$59.8K -2,945 -21%
NS
746
NBC Securities
Alabama
$242K +$17.8K +879 +8%
NW
747
NewEdge Wealth
Pennsylvania
$240K +$255K +12,559 New
GFS
748
GYL Financial Synergies
Connecticut
$240K +$31.4K +1,547 +16%
RSWA
749
Robinson Smith Wealth Advisors
Maine
$238K -$9.44K -465 -4%
HNWAG
750
High Net Worth Advisory Group
Florida
$238K -$53.5K -2,636 -19%