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Name Holding Trade Value Shares
Change
Change in
Stake
GM
1176
GeoWealth Management
Illinois
$312K -$23.7K -488 -7%
TWM
1177
TRB Wealth Management
Texas
$312K +$293K +6,040 New
BT
1178
Banque Transatlantique
France
$311K -$11.3K -232 -4%
RPCONE
1179
Retirement Planning Company of New England
Rhode Island
$311K -$13.6K -281 -4%
RHP
1180
Royal Harbor Partners
Texas
$309K -$2.91K -60 -1%
EFG
1181
Ethos Financial Group
Pennsylvania
$309K +$291K +5,993 New
NFG
1182
Nations Financial Group
Iowa
$309K +$292K +6,009 New
BTD
1183
BankPlus Trust Department
Mississippi
$308K
ST
1184
Sentinel Trust
Texas
$305K
Empower Advisory Group
1185
Empower Advisory Group
Colorado
$305K -$24.8K -510 -8%
IAS
1186
Investment Advisory Services
Texas
$303K
AA
1187
Addison Advisors
Vermont
$302K +$680 +14 +0.2%
EHC
1188
Everett Harris & Co
California
$302K -$66K -1,359 -19%
PAW
1189
Plan A Wealth
Nebraska
$302K -$28.6K -589 -9%
LI
1190
LRI Investments
Florida
$301K +$133K +2,731 +87%
7WCP
1191
71 West Capital Partners
Massachusetts
$298K +$281K +5,797 New
BG
1192
Bahl & Gaynor
Ohio
$298K
PL
1193
PeakShares LLC
Florida
$297K +$8.74K +180 +3%
WPP
1194
Whalerock Point Partners
Rhode Island
$297K
RIL
1195
Rothschild Investment LLC
Illinois
$296K +$10.9K +224 +4%
QPBE
1196
Quintet Private Bank (Europe)
Luxembourg
$296K
SC
1197
Sawyer & Company
Massachusetts
$295K -$88.8K -1,830 -24%
GSEP
1198
Golden State Equity Partners
California
$295K +$279K +5,749 New
PP
1199
PDS Planning
Ohio
$295K +$4.9K +101 +2%
RIA
1200
Rhodes Investment Advisors
Texas
$294K -$18.2K -375 -6%