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Name Holding Trade Value Shares
Change
Change in
Stake
BG
251
Bahl & Gaynor
Ohio
$272K – – –
RFC
252
Regions Financial Corp
Alabama
$272K – – –
PGAM
253
Princeton Global Asset Management
New Jersey
$270K -$33.7K -986 -11%
SMH
254
Sanders Morris Harris
Texas
$266K +$267K +7,823 New
FW
255
FirstPurpose Wealth
Utah
$265K – – –
RJT
256
Raymond James Trust
Florida
$265K +$23.4K +686 +10%
UCFA
257
United Capital Financial Advisors
Texas
$264K -$211K -6,184 -44%
IWC
258
Integrated Wealth Concepts
Massachusetts
$262K +$2.53K +74 +1%
WIA
259
World Investment Advisors
California
$261K – – –
WLPWM
260
Walled Lake Planning & Wealth Management
Illinois
$259K – – –
Luther King Capital Management (LKCM)
261
Luther King Capital Management (LKCM)
Texas
$256K – – –
XT
262
XTX Topco
Cayman Islands
$254K +$255K +7,482 New
BM
263
Belfer Management
New York
$251K – – –
VWM
264
Venturi Wealth Management
Texas
$246K – – –
SGCA
265
Steel Grove Capital Advisors
Tennessee
$243K -$12.1K -353 -5%
TF
266
Trek Financial
Arizona
$242K -$58.5K -1,712 -19%
BBHC
267
Brown Brothers Harriman & Co
New York
$241K – – –
HCM
268
Hilton Capital Management
New York
$240K – – –
RHP
269
Royal Harbor Partners
Texas
$240K – – –
ST
270
Sabal Trust
Florida
$239K +$240K +7,038 New
IWP
271
Icon Wealth Partners
Texas
$239K +$6.76K +198 +3%
WB
272
WesBanco Bank
West Virginia
$234K – – –
SEP
273
Southland Equity Partners
Missouri
$233K – – –
CPA
274
Cowen Prime Advisors
New York
$231K – – –
FL
275
Fort LP
Maryland
$226K -$27.6K -807 -11%