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Name Holding Trade Value Shares
Change
Change in
Stake
AUB
526
Atlantic Union Bankshares
Virginia
$283K +$284K +1,392 New
P
527
&Partners
Tennessee
$282K +$282K +1,383 New
SWGC
528
Summit Wealth Group (Colorado)
Colorado
$281K +$404K +1,983 New
CIBC Private Wealth Group
529
CIBC Private Wealth Group
Georgia
$278K +$26.7K +131 +11%
TAM
530
Trust Asset Management
Texas
$275K
CAM
531
Claret Asset Management
Quebec, Canada
$275K -$3.87K -19 -1%
HT
532
Headlands Technologies
Illinois
$272K -$275K -1,349 -50%
VAS
533
Vestmark Advisory Solutions
Massachusetts
$271K -$566K -2,774 -68%
CWM
534
Circle Wealth Management
New Jersey
$266K
SPIA
535
Steward Partners Investment Advisory
New York
$266K -$525K -2,575 -66%
UCFA
536
United Capital Financial Advisors
Texas
$266K +$23K +113 +9%
GCM
537
Gallacher Capital Management
Colorado
$264K +$265K +1,298 New
PFGIA
538
Patriot Financial Group Insurance Agency
Massachusetts
$262K
PA
539
PharVision Advisers
Florida
$258K +$260K +1,273 New
DC
540
DeDora Capital
California
$256K -$5.1K -25 -2%
BIM
541
Bridges Investment Management
Nebraska
$254K -$26.7K -131 -9%
MOS
542
MGO One Seven
Ohio
$254K +$16.1K +79 +7%
DWM
543
Dogwood Wealth Management
Kansas
$253K +$254K +1,246 New
BMCM
544
Bryn Mawr Capital Management
Pennsylvania
$251K -$2.24K -11 -0.9%
MC
545
Moors & Cabot
Massachusetts
$250K +$1.43K +7 +0.6%
HH
546
Hilltop Holdings
Texas
$248K +$7.14K +35 +3%
GWM
547
Gibbs Wealth Management
Georgia
$245K -$79.9K -392 -25%
TFIPS
548
Towarzystwo Funduszy Inwestycyjnych PZU SA
$244K +$24.5K +120 +11%
SPC
549
Sigma Planning Corp
Michigan
$243K -$90.9K -446 -27%
PA
550
Pinnacle Associates
New York
$243K