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Name Holding Trade Value Shares
Change
Change in
Stake
FVCM
301
F&V Capital Management
Florida
$322K +$73.7K +1,900 +32%
BM
302
Belfer Management
New York
$321K +$12.6K +325 +4%
SWM
303
Spire Wealth Management
Virginia
$318K -$6.9K -178 -2%
DAS
304
Dynamic Advisor Solutions
Arizona
$316K -$21.8K -561 -7%
WB
305
WesBanco Bank
West Virginia
$315K +$294K +7,585 New
SP
306
Stablepoint Partners
Massachusetts
$313K +$292K +7,523 New
AWM
307
Axxcess Wealth Management
California
$304K -$107K -2,772 -28%
LSAG
308
Lake Street Advisors Group
New Hampshire
$301K +$9.38K +242 +3%
IWA
309
Icon Wealth Advisors
Texas
$296K
BBHC
310
Brown Brothers Harriman & Co
New York
$295K
HCM
311
Hilton Capital Management
New York
$294K
RHP
312
Royal Harbor Partners
Texas
$293K
ST
313
Sabal Trust
Florida
$292K
PCIA
314
Prime Capital Investment Advisors
Kansas
$292K +$34.4K +888 +14%
RCM
315
Requisite Capital Management
Texas
$292K
MMA
316
Mizuho Markets Americas
New York
$288K -$1.05M -27,000 -80%
TPCW
317
TD Private Client Wealth
New York
$287K +$44.9K +1,158 +20%
KPWS
318
Kestra Private Wealth Services
Texas
$286K +$267K +6,884 New
SEP
319
Southland Equity Partners
Missouri
$286K
LF
320
Lee Financial
Texas
$283K
SBCM
321
Silverberg Bernstein Capital Management
New York
$283K
RJT
322
Raymond James Trust
Florida
$278K -$41.2K -1,062 -14%
BEI
323
Benjamin Edwards Inc
Missouri
$278K +$35.1K +904 +16%
AAS
324
Ameritas Advisory Services
Nebraska
$278K +$261K +6,721 New
HSA
325
HBK Sorce Advisory
Pennsylvania
$275K +$257K +6,629 New