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SF

Stifel

Name Holding Trade Value Shares
Change
Change in
Stake
FCH
376
Freestone Capital Holdings
Washington
$341K -$225 -3 -0.1%
PA
377
Parallel Advisors
California
$339K +$8.16K +109 +2%
JSW
378
Journey Strategic Wealth
New Jersey
$335K +$6.89K +92 +2%
HWM
379
HB Wealth Management
Georgia
$330K +$52.3K +699 +19%
BTI
380
Blue Trust Inc
Georgia
$328K +$2.17K +29 +0.7%
PCM
381
Prelude Capital Management
New York
$319K +$316K +4,217 New
SI
382
Stephens Inc
Arkansas
$317K
KPWS
383
Kestra Private Wealth Services
Texas
$314K -$6.96K -93 -2%
IAN
384
Integrated Advisors Network
Texas
$312K -$3.52K -47 -1%
BJL
385
Brighton Jones LLC
Washington
$311K +$307K +4,107 New
ACM
386
Aster Capital Management
United Arab Emirates
$310K +$307K +4,098 New
SMC
387
Smith, Moore & Co
Missouri
$307K +$75 +1 +0%
AWA
388
Aaron Wealth Advisors
Illinois
$307K +$304K +4,055 New
SMA
389
Sage Mountain Advisors
Georgia
$306K +$15.8K +211 +6%
ES
390
ETF Store
Kansas
$303K
MT
391
Midwest Trust
Kansas
$300K
PGFC
392
Peapack-Gladstone Financial Corp
New Jersey
$300K +$297K +3,963 New
MYIA
393
Mount Yale Investment Advisors
Colorado
$299K +$182K +2,433 +160%
IA
394
IFP Advisors
Florida
$297K +$6.06K +81 +2%
GT
395
Greenleaf Trust
Michigan
$294K -$7.41K -99 -2%
IWC
396
Integrated Wealth Concepts
Massachusetts
$294K -$24.9K -332 -8%
FCFC
397
First Commonwealth Financial Corp
Pennsylvania
$291K -$20.6K -275 -7%
EFS
398
Essex Financial Services
Connecticut
$287K +$11.5K +153 +4%
RWM
399
Ritholtz Wealth Management
New York
$284K +$5.32K +71 +2%
OR
400
Olympiad Research
Connecticut
$283K +$280K +3,741 New