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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1051
Avior Wealth Management
Nebraska
$324K -$6.34K -28 -2%
TM
1052
TigerOak Management
New Mexico
$324K +$20.8K +92 +7%
SFC
1053
SYM Financial Corp
Indiana
$322K +$11.1K +49 +4%
AAMU
1054
AEGON Asset Management (UK)
United Kingdom
$322K
EWA
1055
EverSource Wealth Advisors
Alabama
$321K -$141K -624 -30%
BAMG
1056
Brand Asset Management Group
Missouri
$319K -$54.3K -240 -14%
PCM
1057
Permanent Capital Management
Illinois
$318K +$112K +497 +54%
BP
1058
Ballentine Partners
Massachusetts
$318K +$24K +106 +8%
HT
1059
Headlands Technologies
Illinois
$316K +$321K +1,417 New
FFN
1060
Focus Financial Network
Minnesota
$316K +$11.1K +49 +4%
AFGAS
1061
Allegiance Financial Group Advisory Services
Virginia
$315K +$905 +4 +0.3%
DC
1062
DeDora Capital
California
$314K -$5.43K -24 -2%
AF
1063
Avanza Fonder
Sweden
$314K
AWE
1064
Avidian Wealth Enterprises
Texas
$313K -$16.5K -73 -5%
WWM
1065
Whalen Wealth Management
Nevada
$312K -$21K -93 -6%
BEC
1066
Blue Edge Capital
Virginia
$312K -$951K -4,200 -75%
JFGIW
1067
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$312K -$480K -2,122 -60%
WEG
1068
World Equity Group
Illinois
$311K +$316K +1,396 New
MNBTD
1069
Moody National Bank Trust Division
Texas
$311K +$14K +62 +5%
CWA
1070
CM Wealth Advisors
Ohio
$310K -$94.8K -419 -23%
WSFS
1071
Wilmington Savings Fund Society
Delaware
$310K +$9.05K +40 +3%
BHWA
1072
Beacon Harbor Wealth Advisors
Virginia
$309K
UIM
1073
USS Investment Management
United Kingdom
$309K -$3.02M -13,341 -91%
BFA
1074
Bragg Financial Advisors
North Carolina
$308K -$43.7K -193 -12%
WT
1075
Whittier Trust
California
$308K +$9.96K +44 +3%