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Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
476
Live Oak Private Wealth
North Carolina
$377K -$37.4K -525 -10%
HR
477
Hardy Reed
Mississippi
$375K +$927 +13 +0.3%
RCA
478
Ranch Capital Advisors
Florida
$375K +$352K +4,942 New
Peapack-Gladstone Financial Corp
479
Peapack-Gladstone Financial Corp
New Jersey
$370K -$16.7K -234 -5%
Apollon Wealth Management
480
Apollon Wealth Management
South Carolina
$368K +$348K +4,880 New
UBS AM
481
UBS AM
Illinois
$364K +$200K +2,806 +139%
RWA Wealth Partners
482
RWA Wealth Partners
Massachusetts
$363K -$6.92K -97 -2%
IAS
483
Insigneo Advisory Services
Florida
$354K +$81.8K +1,147 +32%
U.S. Capital Wealth Advisors
484
U.S. Capital Wealth Advisors
Texas
$353K +$4.49K +63 +1%
Associated Banc-Corp
485
Associated Banc-Corp
Wisconsin
$353K – – –
CMMS
486
Comprehensive Money Management Services
Florida
$348K +$8.2K +115 +3%
WC
487
Waterloo Capital
Texas
$347K +$328K +4,594 New
CAM
488
Cidel Asset Management
Ontario, Canada
$344K -$4.92K -69 -1%
Modern Wealth Management
489
Modern Wealth Management
Kansas
$342K -$25.6K -359 -7%
HB Wealth Management
490
HB Wealth Management
Georgia
$337K +$36.4K +511 +13%
Ethic Inc
491
Ethic Inc
New York
$332K +$314K +4,397 New
Oppenheimer & Co
492
Oppenheimer & Co
New York
$331K +$71 +1 +0%
CIBC Bancorp USA
493
CIBC Bancorp USA
Illinois
$331K +$283K +3,969 New
Williams Jones Wealth Management
494
Williams Jones Wealth Management
New York
$324K – – –
XSC
495
X-Square Capital
Puerto Rico
$320K +$303K +4,250 New
TC
496
Tacita Capital
Ontario, Canada
$319K – – –
BHPW
497
Beverly Hills Private Wealth
California
$318K +$17.4K +244 +6%
Western Wealth Management
498
Western Wealth Management
Colorado
$317K +$36.1K +506 +14%
RCM
499
Radnor Capital Management
Pennsylvania
$317K – – –
KeyBank National Association
500
KeyBank National Association
Ohio
$317K +$299K +4,198 New