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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
1451
Vestmark Advisory Solutions
Massachusetts
$274K -$9.46K -24 -3%
TWM
1452
TSA Wealth Management
Texas
$274K +$263K +666 New
RWP
1453
Revolve Wealth Partners
New Jersey
$273K +$19.3K +49 +8%
FMWA
1454
Forvis Mazars Wealth Advisors
Missouri
$272K -$76.5K -194 -23%
LCS
1455
Levin Capital Strategies
New York
$271K -$149K -379 -36%
GAM
1456
Gould Asset Management
California
$271K -$11.8K -30 -4%
P
1457
&Partners
Tennessee
$269K +$283K +718 New
ICG
1458
InterOcean Capital Group
Tennessee
$267K -$157K -397 -38%
CFS
1459
CRA Financial Services
New Jersey
$267K +$4.34K +11 +2%
WHG
1460
Westwood Holdings Group
Texas
$264K -$18.1K -46 -7%
SSWG
1461
Seven Springs Wealth Group
Tennessee
$263K – – –
BWM
1462
BigSur Wealth Management
Florida
$260K +$3.94K +10 +2%
CIC
1463
Crawford Investment Counsel
Georgia
$259K – – –
GG
1464
Greenwood Gearhart
Arkansas
$259K -$22.9K -58 -8%
BC
1465
Bridgefront Capital
Texas
$259K +$248K +630 New
FHA
1466
Flagship Harbor Advisors
Massachusetts
$258K +$24.1K +61 +11%
CCIA
1467
Cherry Creek Investment Advisors
Colorado
$258K +$23.7K +60 +11%
Empower Advisory Group
1468
Empower Advisory Group
Colorado
$257K -$28.4K -72 -10%
DMBA
1469
Deseret Mutual Benefit Administrators
Utah
$257K -$22.5K -57 -8%
SAM
1470
SignalPoint Asset Management
Missouri
$257K +$247K +627 New
DOA
1471
D'Orazio & Associates
Virginia
$257K +$21.7K +55 +10%
IFU
1472
iSAM Funds (UK)
United Kingdom
$257K +$246K +625 New
AFA
1473
Alpha Financial Advisors
North Carolina
$256K +$9.46K +24 +4%
BGAI
1474
Bruce G. Allen Investments
Colorado
$256K +$246K +624 New
Members Trust
1475
Members Trust
Florida
$255K – – –