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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
351
Empirical Wealth Management
Washington
$403K
HH
352
Hilltop Holdings
Texas
$400K +$3.3K +65 +0.8%
AO
353
Advisor OS
Illinois
$399K
BM
354
Belfer Management
New York
$395K
Truist Financial
355
Truist Financial
North Carolina
$394K -$74.9K -1,474 -16%
Universal-Beteiligungs- und Servicegesellschaft
356
Universal-Beteiligungs- und Servicegesellschaft
Germany
$386K -$40.7K -800 -10%
MML Investors Services
357
MML Investors Services
Massachusetts
$385K -$300K -5,909 -44%
SWM
358
Spire Wealth Management
Virginia
$384K -$76.3K -1,501 -17%
PVI
359
Pine Valley Investments
New Jersey
$384K +$661 +13 +0.2%
TI
360
Tidal Investments
Wisconsin
$381K -$312K -6,138 -45%
QCM
361
Quantinno Capital Management
New York
$380K +$375K +7,378 New
SBCM
362
Silverberg Bernstein Capital Management
New York
$380K +$28.8K +567 +8%
LF
363
Lee Financial
Texas
$380K
AFG
364
Allegheny Financial Group
Pennsylvania
$379K -$69.3K -1,364 -16%
AWM
365
Arista Wealth Management
Nevada
$376K +$371K +7,306 New
HI
366
Harbour Investments
Wisconsin
$376K +$9.15K +180 +3%
IWA
367
Icon Wealth Advisors
Texas
$375K
OP
368
ORG Partners
Indiana
$371K -$17.5K -345 -5%
HCM
369
Hilton Capital Management
New York
$365K
IA
370
Integrity Alliance
Iowa
$362K -$319K -6,268 -47%
FAIM
371
Financial Advocates Investment Management
Washington
$362K +$357K +7,027 New
AAS
372
Avantax Advisory Services
Texas
$357K -$69K -1,358 -16%
Jones Financial Companies
373
Jones Financial Companies
Missouri
$357K +$65K +1,279 +23%
AWS
374
Atria Wealth Solutions
New York
$355K -$2.6M -51,184 -88%
IAIM
375
International Assets Investment Management
Florida
$354K -$141K -2,776 -29%