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Name Holding Trade Value Shares
Change
Change in
Stake
FL
226
Fort LP
Maryland
$272K +$299K +9,344 New
FDCDDQ
227
Federation des caisses Desjardins du Quebec
Quebec, Canada
$270K – – –
AAS
228
Avantax Advisory Services
Texas
$268K +$294K +9,181 New
AWE
229
Avidian Wealth Enterprises
Texas
$265K +$33.9K +1,057 +13%
TF
230
Trek Financial
Arizona
$264K +$75.6K +2,359 +35%
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$253K -$23.5K -735 -8%
RFC
232
Regions Financial Corp
Alabama
$250K +$19.2K +600 +8%
V
233
Veritable
Delaware
$250K +$275K +8,579 New
CCIA
234
Cherry Creek Investment Advisors
Colorado
$249K +$6.02K +188 +2%
WIA
235
World Investment Advisors
California
$248K – – –
CW
236
CreativeOne Wealth
Kansas
$248K +$16.7K +522 +7%
PGFC
237
Peapack-Gladstone Financial Corp
New Jersey
$243K +$2.75K +86 +1%
SGCA
238
Steel Grove Capital Advisors
Tennessee
$241K -$46.4K -1,450 -15%
FW
239
FirstPurpose Wealth
Utah
$241K +$1.06K +33 +0.4%
CCB
240
Country Club Bank
Missouri
$238K – – –
WA
241
Wealth Alliance
New York
$235K -$155K -4,854 -38%
CPC
242
Cookson Peirce & Co
Pennsylvania
$233K – – –
NDSI
243
Newman Dignan & Sheerar Inc
Rhode Island
$233K – – –
PGAM
244
Princeton Global Asset Management
New Jersey
$232K +$255K +7,957 New
BWL
245
Bogart Wealth LLC
Virginia
$231K – – –
SMH
246
Sanders Morris Harris
Texas
$230K – – –
AO
247
Advisor OS
Illinois
$226K – – –
APA
248
American Portfolios Advisors
New York
$224K -$55.5K -1,732 -18%
SSWM
249
Smith Salley Wealth Management
North Carolina
$224K +$246K +7,690 New
WLPWM
250
Walled Lake Planning & Wealth Management
Illinois
$223K – – –