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Name Holding Trade Value Shares
Change
Change in
Stake
HH
426
Hilltop Holdings
Texas
$335K +$104K +2,164 +46%
MWM
427
Mission Wealth Management
California
$330K +$78.3K +1,624 +31%
ERIC
428
Eagle Rock Investment Company
Georgia
$330K
Victory Capital Management
429
Victory Capital Management
Texas
$330K +$34.8K +722 +12%
SVWAG
430
Sound View Wealth Advisors Group
Georgia
$329K -$3.18K -66 -1%
IC
431
IEQ Capital
California
$328K +$71.4K +1,480 +28%
FFG
432
Fiduciary Financial Group
California
$326K +$315K +6,522 New
NWWA
433
New Wave Wealth Advisors
Arkansas
$326K +$324K +6,713 New
LSAG
434
Lake Street Advisors Group
New Hampshire
$325K -$22.7K -470 -7%
CCIA
435
Campbell & Co Investment Adviser
Maryland
$325K +$323K +6,703 New
JC
436
Jacobs & Co
California
$324K -$10.9K -225 -3%
EGA
437
E&G Advisors
Texas
$324K
HC
438
Henshaw Capital
Massachusetts
$321K +$8.97K +186 +3%
FT
439
Fiduciary Trust
Massachusetts
$321K -$101K -2,093 -24%
HPC
440
HM Payson & Co
Maine
$318K +$31.1K +644 +11%
BGAI
441
Bruce G. Allen Investments
Colorado
$317K +$8.59K +178 +3%
PWP
442
Phillips Wealth Planners
Mississippi
$316K +$62.8K +1,302 +27%
YDMI
443
Y.D. More Investments
Israel
$315K
Lido Advisors
444
Lido Advisors
California
$314K +$3.67K +76 +1%
BWM
445
Baron Wealth Management
Michigan
$314K -$11.3K -234 -3%
PP
446
PDS Planning
Ohio
$313K +$11.3K +234 +4%
GCM
447
Gallacher Capital Management
Colorado
$311K -$13.3K -276 -4%
LI
448
LRI Investments
Florida
$310K +$306K +6,353 +18,685%
PFPT
449
Pinnacle Financial Partners (Tennessee)
Tennessee
$310K -$38.4K -797 -11%
FHA
450
First Horizon Advisors
Tennessee
$309K +$6.51K +135 +2%