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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Segment Wealth Management
Texas
$824K
HR
277
Hardy Reed
Mississippi
$815K
CSP
278
Cary Street Partners
Virginia
$783K +$3.91K +75 +0.5%
TSW
279
Three Seasons Wealth
Utah
$775K +$758K +14,528 New
MC
280
Moors & Cabot
Massachusetts
$773K
ACP
281
Aviance Capital Partners
Florida
$772K +$78.2K +1,500 +12%
JFG
282
Jefferies Financial Group
New York
$770K +$753K +14,434 New
HP
283
Highlander Partners
Texas
$763K
Bessemer Group
284
Bessemer Group
New Jersey
$748K
SW
285
SteelPeak Wealth
California
$747K +$36.2K +694 +5%
AFP
286
Ausdal Financial Partners
Iowa
$719K +$121K +2,313 +21%
FFA
287
Farther Finance Advisors
California
$710K +$73.2K +1,403 +12%
JWCA
288
J.W. Cole Advisors
Florida
$707K -$53.3K -1,023 -7%
AAM
289
Augustine Asset Management
Florida
$698K
AIP
290
ARS Investment Partners
New York
$688K
PFPG
291
Pinnacle Financial Partners (Georgia)
Georgia
$687K +$671K +12,877 New
SC
292
Savant Capital
Illinois
$681K
BFS
293
Bradley Foster & Sargent
Connecticut
$679K -$36.5K -700 -5%
AH
294
Addis & Hill
Pennsylvania
$675K -$48.3K -927 -7%
WA
295
Wealthstar Advisors
Texas
$672K +$9.91K +190 +2%
AWA
296
Arete Wealth Advisors
Illinois
$667K +$107K +2,050 +20%
DT
297
Diversified Trust
Tennessee
$666K +$651K +12,478 New
AA
298
Advisory Advocates
Michigan
$664K +$649K +12,439 New
HSA
299
HBK Sorce Advisory
Pennsylvania
$663K +$54.1K +1,038 +10%
Truist Financial
300
Truist Financial
North Carolina
$639K +$1.25K +24 +0.2%