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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
401
Dynamic Advisor Solutions
Arizona
$367K +$8.55K +164 +2%
OWP
402
ORG Wealth Partners
Texas
$366K
WTC
403
WhitTier Trust Company
Nevada
$366K +$365K +7,000 New
PCA
404
Peddock Capital Advisors
Massachusetts
$364K +$356K +6,825 New
OWA
405
ORBA Wealth Advisors
Illinois
$361K
NW
406
NewEdge Wealth
Pennsylvania
$360K
TSS
407
Two Sigma Securities
New York
$358K -$9.13K -175 -3%
VPWA
408
Vestia Personal Wealth Advisors
Indiana
$357K -$2.09K -40 -0.6%
MCA
409
Magnolia Capital Advisors
Mississippi
$353K +$345K +6,613 New
STA
410
Summit Trail Advisors
New York
$352K +$33K +632 +11%
TAM
411
Titleist Asset Management
Texas
$350K +$124K +2,380 +57%
PSP
412
Principal Street Partners
Tennessee
$348K
GT
413
Glenview Trust
Kentucky
$347K
KMWM
414
Keudell/Morrison Wealth Management
Oregon
$347K +$339K +6,500 New
GIA
415
Gladstone Institutional Advisory
Florida
$344K +$19.7K +377 +6%
AGC
416
Aspen Grove Capital
Colorado
$344K
HNB
417
Hilltop National Bank
Wyoming
$342K
LC
418
Lavaca Capital
Texas
$342K
SI
419
Severin Investments
Missouri
$341K -$27.8K -534 -8%
RWA
420
Redhawk Wealth Advisors
Minnesota
$336K +$61.8K +1,185 +23%
CAGAS
421
Capital Advisory Group Advisory Services
Minnesota
$335K -$25.8K -494 -7%
MYIA
422
Mount Yale Investment Advisors
Colorado
$335K -$52.3K -1,002 -14%
VAS
423
Vestmark Advisory Solutions
Massachusetts
$335K -$52.3K -1,002 -14%
VI
424
Vestcor Inc
New Brunswick, Canada
$335K -$328K -6,283 -50%
AAS
425
Annex Advisory Services
Wisconsin
$334K +$326K +6,260 New