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Name Holding Trade Value Shares
Change
Change in
Stake
TWP
251
Triad Wealth Partners
Kansas
$668K -$78.9K -390 -11%
KPWS
252
Kestra Private Wealth Services
Texas
$664K +$160K +793 +32%
EF
253
Empowered Funds
Pennsylvania
$663K +$655K +3,239 New
Luther King Capital Management (LKCM)
254
Luther King Capital Management (LKCM)
Texas
$637K
PWP
255
Principle Wealth Partners
Connecticut
$636K
MGIA
256
Moneta Group Investment Advisors
Missouri
$636K +$202 +1 +0%
VA
257
Vident Advisory
Georgia
$620K +$33.6K +166 +6%
ATC
258
Argent Trust Co
Tennessee
$614K -$98.1K -485 -14%
SAM
259
Securian Asset Management
Minnesota
$602K
CFO
260
Callan Family Office
Pennsylvania
$601K +$2.63K +13 +0.4%
SOW
261
State of Wyoming
Wyoming
$600K +$127K +627 +27%
VCA
262
Verdence Capital Advisors
Maryland
$592K -$22K -109 -4%
WMA
263
Wealth Management Associates
New Jersey
$581K
MML Investors Services
264
MML Investors Services
Massachusetts
$579K
GT
265
Greenleaf Trust
Michigan
$578K +$3.44K +17 +0.6%
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$576K -$142K -703 -20%
AI
267
Atria Investments
North Carolina
$576K -$393K -1,943 -41%
BHPW
268
Beverly Hills Private Wealth
California
$570K -$12.7K -63 -2%
MPG
269
My Portfolio Guide
California
$554K +$548K +2,708 New
HI
270
Harbour Investments
Wisconsin
$553K +$432K +2,135 +376%
BMCM
271
Burns Matteson Capital Management
New York
$547K +$3.44K +17 +0.6%
JFG
272
Jefferies Financial Group
New York
$545K +$538K +2,661 New
MFG
273
Merit Financial Group
Georgia
$543K +$15.4K +76 +3%
1IA
274
1620 Investment Advisors
Massachusetts
$535K -$9.71K -48 -2%
KFS
275
Keynote Financial Services
Connecticut
$535K +$42.1K +208 +9%