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Name Holding Trade Value Shares
Change
Change in
Stake
RFC
251
Regions Financial Corp
Alabama
$276K
RIL
252
Rothschild Investment LLC
Illinois
$276K
BG
253
Bahl & Gaynor
Ohio
$276K
IA
254
IFG Advisory
Georgia
$273K +$272K +7,919 New
BAM
255
Belpointe Asset Management
Nevada
$273K +$68.4K +1,991 +34%
FW
256
FirstPurpose Wealth
Utah
$269K -$16.3K -475 -6%
Cerity Partners
257
Cerity Partners
New York
$268K +$265K +7,731 New
Nuveen
258
Nuveen
North Carolina
$267K -$2.64K -77 -1%
AO
259
Advisor OS
Illinois
$267K
WIA
260
World Investment Advisors
California
$265K
WLPWM
261
Walled Lake Planning & Wealth Management
Illinois
$263K +$263K +7,645 New
IWC
262
Integrated Wealth Concepts
Massachusetts
$263K +$262K +7,638 New
Luther King Capital Management (LKCM)
263
Luther King Capital Management (LKCM)
Texas
$260K +$34.3K +1,000 +15%
SGCA
264
Steel Grove Capital Advisors
Tennessee
$259K
FL
265
Fort LP
Maryland
$257K -$68.9K -2,007 -21%
BM
266
Belfer Management
New York
$255K +$254K +7,408 New
VWM
267
Venturi Wealth Management
Texas
$249K +$1.37K +40 +0.6%
TSS
268
Two Sigma Securities
New York
$247K +$246K +7,158 New
RJT
269
Raymond James Trust
Florida
$245K +$7.45K +217 +3%
BBHC
270
Brown Brothers Harriman & Co
New York
$244K
RHP
271
Royal Harbor Partners
Texas
$243K +$29.7K +866 +14%
CPA
272
Cowen Prime Advisors
New York
$238K
WB
273
WesBanco Bank
West Virginia
$238K +$10.3K +300 +5%
SEP
274
Southland Equity Partners
Missouri
$237K
IWP
275
Icon Wealth Partners
Texas
$235K +$235K +6,831 New