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Name Holding Trade Value Shares
Change
Change in
Stake
DOA
601
D'Orazio & Associates
Virginia
$321K -$5.86K -23 -2%
LW
602
Linscomb Wealth
Texas
$320K
TNA
603
True North Advisors
Texas
$318K +$333K +1,308 New
OFO
604
OneAscent Family Office
Alabama
$313K +$328K +1,289 New
EFSCE
605
Enterprise Financial Services Corp (EFSC)
Missouri
$313K +$4.84K +19 +1%
AWM
606
Axxcess Wealth Management
California
$312K +$7.64K +30 +2%
AL
607
ARWA LLC
Texas
$307K +$322K +1,264 New
SSCA
608
South Shore Capital Advisors
Massachusetts
$305K +$320K +1,254 New
ISL
609
Ingalls & Snyder LLC
New York
$303K
CHAM
610
Clear Harbor Asset Management
Connecticut
$303K
TIAA Trust, National Association
611
TIAA Trust, National Association
North Carolina
$299K -$97.1K -381 -24%
CCMG
612
Clark Capital Management Group
Pennsylvania
$299K -$510 -2 -0.2%
Empower Advisory Group
613
Empower Advisory Group
Colorado
$299K +$33.4K +131 +12%
AGC
614
Aspen Grove Capital
Colorado
$298K -$72.4K -284 -19%
FG
615
Foster Group
Iowa
$298K -$64.5K -253 -17%
SF
616
Summit Financial
New Jersey
$297K +$7.64K +30 +3%
1WA
617
180 Wealth Advisors
Washington
$297K +$47.1K +185 +18%
BWP
618
Baldwin Wealth Partners
Massachusetts
$296K -$510 -2 -0.2%
RA
619
Riversedge Advisors
Delaware
$296K -$54K -212 -15%
OHWP
620
Oak Harbor Wealth Partners
North Carolina
$293K -$2.8K -11 -0.9%
HPM
621
Hoxton Planning & Management
West Virginia
$293K -$255 -1 -0.1%
MM
622
MQS Management
New York
$293K +$307K +1,205 New
EL
623
EWA LLC
Pennsylvania
$292K +$20.4K +80 +7%
P
624
Palladiem
Pennsylvania
$289K +$301K +1,181 New
BWP
625
BSW Wealth Partners
Colorado
$286K -$22.9K -90 -7%