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Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
251
Prime Capital Investment Advisors
Kansas
$1.04M +$102K +1,806 +11%
4WM
252
49 Wealth Management
Texas
$1.03M +$54.2K +955 +6%
CFP
253
Cascade Financial Partners
California
$1.01M +$72.3K +1,275 +8%
TI
254
Tidal Investments
Wisconsin
$987K +$981K +17,300 New
BBHC
255
Brown Brothers Harriman & Co
New York
$985K
SA
256
SL Advisors
New Jersey
$983K
SFC
257
SYM Financial Corp
Indiana
$948K +$725K +12,784 +334%
WIA
258
World Investment Advisors
California
$945K -$84.6K -1,492 -8%
VIM
259
VELA Investment Management
Ohio
$942K -$1.07M -18,833 -53%
SC
260
Searle & Co
Connecticut
$936K -$56.7K -1,000 -6%
CCIA
261
Cherry Creek Investment Advisors
Colorado
$934K +$43.5K +768 +5%
FAM
262
Fulcrum Asset Management
United Kingdom
$926K
SFG
263
SageGuard Financial Group
Tennessee
$914K -$37.5K -662 -4%
FIB
264
First Interstate Bank
Montana
$913K
SWM
265
Segment Wealth Management
Texas
$882K
TSS
266
Two Sigma Securities
New York
$881K +$495K +8,730 +130%
RCAG
267
Rehmann Capital Advisory Group
Michigan
$865K -$46.2K -814 -5%
LFG
268
Larson Financial Group
Missouri
$863K -$328K -5,782 -28%
Truist Financial
269
Truist Financial
North Carolina
$849K +$165K +2,914 +24%
CSP
270
Cary Street Partners
Virginia
$839K +$1.53K +27 +0.2%
HR
271
Hardy Reed
Mississippi
$837K -$34K -600 -4%
SW
272
SteelPeak Wealth
California
$821K +$22.5K +396 +3%
HP
273
Highlander Partners
Texas
$816K
SG Americas Securities
274
SG Americas Securities
New York
$815K +$203K +3,587 +34%
HAG
275
HighPoint Advisor Group
Illinois
$812K -$147K -2,593 -15%