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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
276
Icon Wealth Partners
Texas
$331K +$21.9K +508 +8%
GAM
277
Garrison Asset Management
Arkansas
$324K -$4.31K -100 -1%
IAA
278
Independent Advisor Alliance
North Carolina
$324K +$301K +6,989 New
MHIM
279
MacNealy Hoover Investment Management
Ohio
$322K
SFA
280
Semmax Financial Advisors
North Carolina
$312K +$42K +975 +17%
PA
281
Parallel Advisors
California
$310K +$96.4K +2,235 +50%
GTAM
282
Global Trust Asset Management
Florida
$309K -$15.5K -360 -5%
FLAM
283
First Light Asset Management
Minnesota
$308K
CPA
284
Clear Perspective Advisors
Illinois
$303K -$11.4K -265 -4%
CAM
285
Cresset Asset Management
Illinois
$303K +$282K +6,538 New
ISL
286
Ingalls & Snyder LLC
New York
$302K -$25.2K -585 -8%
FHB
287
First Hawaiian Bank
Hawaii
$302K -$13.2K -306 -4%
EFS
288
Essex Financial Services
Connecticut
$301K -$14.8K -344 -5%
UC
289
Unio Capital
New Jersey
$299K +$16.6K +384 +6%
KeyBank National Association
290
KeyBank National Association
Ohio
$298K -$7.85K -182 -3%
SRC
291
Shufro Rose & Co
New York
$291K
BNP Paribas Financial Markets
292
BNP Paribas Financial Markets
France
$290K -$175K -4,061 -39%
ST
293
Spinnaker Trust
Maine
$289K +$269K +6,244 New
RIL
294
Rothschild Investment LLC
Illinois
$288K
CCP
295
Corient Capital Partners
California
$280K +$260K +6,039 New
EWA
296
ERTS Wealth Advisors
Michigan
$275K -$126K -2,914 -33%
PSP
297
Principal Street Partners
Tennessee
$272K
KMWM
298
Keudell/Morrison Wealth Management
Oregon
$272K +$4.05K +94 +2%
AWM
299
AE Wealth Management
Kansas
$271K -$9.01K -209 -3%
FWM
300
Fairhaven Wealth Management
Illinois
$271K +$17.3K +401 +7%