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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
951
Thryve Wealth Management
Texas
$285K +$286K +3,611 New
Marshall Wace
952
Marshall Wace
United Kingdom
$284K +$285K +3,600 New
FA
953
Faithward Advisors
Pennsylvania
$284K -$82.1K -1,037 -22%
CMF
954
Counterpoint Mutual Funds
California
$281K -$47.2K -596 -14%
AWA
955
AGH Wealth Advisors
Kansas
$280K -$26.5K -335 -9%
FPL
956
Fortress Private Ledger
North Carolina
$279K +$27.5K +348 +11%
SB
957
Sunflower Bank
Texas
$279K -$9.66K -122 -3%
WCP
958
Wick Capital Partners
Pennsylvania
$278K +$279K +3,528 New
NG
959
Northstar Group
New York
$278K +$279K +3,520 New
CIA
960
Cladis Investment Advisory
Montana
$276K
ISL
961
Ingalls & Snyder LLC
New York
$275K
PIA
962
Powell Investment Advisors
Florida
$274K
LWL
963
Leo Wealth LLC
Texas
$274K +$274K +3,468 New
ANBT
964
American National Bank & Trust
Texas
$274K +$227K +2,863 +475%
RF
965
Roxbury Financial
New Jersey
$273K +$1.03K +13 +0.4%
AL
966
Aspiriant LLC
California
$270K +$16.9K +214 +7%
EA
967
Everpar Advisors
Oklahoma
$270K +$8.07K +102 +3%
SWM
968
Sandro Wealth Management
New Jersey
$269K +$270K +3,407 New
PCS
969
Personal CFO Solutions
New Jersey
$268K +$7.28K +92 +3%
SWM
970
SHP Wealth Management
Massachusetts
$268K +$268K +3,389 New
PFGIA
971
Patriot Financial Group Insurance Agency
Massachusetts
$267K +$24K +303 +10%
VAG
972
VisionPoint Advisory Group
Texas
$266K +$20K +253 +8%
SP
973
SmartHarvest Portfolios
Washington
$266K +$267K +3,372 New
EWS
974
Evergreen Wealth Solutions
Pennsylvania
$266K -$71.4K -902 -21%
PWMAG
975
Pinnacle Wealth Management Advisory Group
New Jersey
$263K +$1.66K +21 +0.6%