Name Holding Trade Value Shares
Change
Change in
Stake
XWM
976
Xcel Wealth Management
Florida
$271K +$251K +969 New
MIA
977
MainStreet Investment Advisors
Illinois
$269K -$65.6K -253 -21%
CWP
978
Curated Wealth Partners
California
$269K -$33.2K -128 -12%
PFBT
979
Parkside Financial Bank & Trust
Missouri
$267K -$5.45K -21 -2%
MFA
980
Mayflower Financial Advisors
Massachusetts
$266K -$519 -2 -0.2%
RFN
981
RDA Financial Network
Iowa
$266K -$519 -2 -0.2%
OFS
982
OneAscent Financial Services
Alabama
$266K +$246K +950 New
FCCM
983
First City Capital Management
Georgia
$265K +$259 +1 +0.1%
MSS
984
Mitchell Sinkler & Starr
Pennsylvania
$264K -$368K -1,420 -60%
IFWM
985
Institute for Wealth Management
Colorado
$262K +$242K +934 New
NB
986
Nicolet Bankshares
Wisconsin
$261K – – –
LC
987
Landaas & Company
Wisconsin
$260K – – –
WB
988
WesBanco Bank
West Virginia
$259K +$240K +924 New
JIR
989
James Investment Research
Ohio
$259K +$240K +925 New
AFS
990
Axiom Financial Strategies
Indiana
$258K +$3.37K +13 +1%
EFM
991
E Fund Management
China
$257K +$238K +919 New
IWM
992
IHT Wealth Management
Illinois
$256K -$50.3K -194 -18%
CL
993
CPWM LLC
Washington
$256K -$1.82K -7 -0.8%
RIA
994
Realta Investment Advisors
Delaware
$255K -$2.33K -9 -1%
DAS
995
Dynamic Advisor Solutions
Arizona
$254K -$15.6K -60 -6%
CFM
996
Coronation Fund Managers
South Africa
$253K – – –
FHC
997
First Horizon Corporation
Tennessee
$253K +$13.2K +51 +6%
RMCM
998
Reynders McVeigh Capital Management
Massachusetts
$252K -$23.6K -91 -9%
W
999
Wealthquest
Ohio
$252K -$4.15K -16 -2%
BAM
1000
Barrett Asset Management
New York
$252K – – –