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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
526
Parsec Financial Management
North Carolina
$164K +$30.6K +2,729 +22%
GWM
527
Geneos Wealth Management
Colorado
$163K +$651 +58 +0.4%
AWM
528
Apollon Wealth Management
South Carolina
$163K +$4.48K +399 +3%
ATPW
529
Ashton Thomas Private Wealth
Arizona
$162K +$167K +14,887 New
SCI
530
Stableford Capital II
Arizona
$161K
SMC
531
Smith, Moore & Co
Missouri
$157K -$30.5K -2,720 -16%
AWS
532
Atria Wealth Solutions
New York
$156K -$8.13K -724 -5%
MNBTD
533
Moody National Bank Trust Division
Texas
$155K -$47.3K -4,217 -23%
TAM
534
Trust Asset Management
Texas
$154K +$3.3K +294 +2%
NA
535
NewEdge Advisors
Louisiana
$151K -$35.3K -3,142 -18%
GWM
536
Gray Wealth Management
Maine
$150K +$1.3K +116 +0.9%
IF
537
IRON Financial
Illinois
$150K +$6.43K +573 +4%
VFA
538
Valeo Financial Advisors
Indiana
$149K -$118K -10,545 -44%
PA
539
Pinnacle Associates
New York
$148K -$107K -9,529 -41%
MGP
540
Metis Global Partners
California
$148K -$5.95K -530 -4%
Bessemer Group
541
Bessemer Group
New Jersey
$147K -$115K -10,216 -43%
NP
542
NorthRock Partners
Minnesota
$147K +$16.1K +1,439 +12%
CDH
543
Charles D. Hyman
$146K
FWM
544
Frontier Wealth Management
Missouri
$145K -$2.93K -261 -2%
MYAM
545
Meiji Yasuda Asset Management
Japan
$145K +$2.47K +220 +2%
TWM
546
Tradition Wealth Management
Minnesota
$144K +$79 +7 +0.1%
PCM
547
Perkins Capital Management
Minnesota
$144K +$5.61K +500 +4%
PA
548
Parallel Advisors
California
$142K +$21.9K +1,956 +18%
WTB
549
Washington Trust Bank
Washington
$141K
CCM
550
Coldstream Capital Management
Washington
$141K +$146K +12,972 New