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Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
451
Pinnacle Financial Partners (Tennessee)
Tennessee
$306K -$562 -11 -0.2%
AFW
452
Atlantic Family Wealth
Florida
$305K +$27K +529 +9%
SC
453
Scotia Capital
Ontario, Canada
$304K -$94K -1,840 -23%
PWM
454
Perigon Wealth Management
California
$303K -$17.6K -344 -5%
USCWA
455
U.S. Capital Wealth Advisors
Texas
$301K +$12.6K +247 +4%
FT
456
Fiduciary Trust
Massachusetts
$301K +$12.2K +238 +4%
WMA
457
West Michigan Advisors
Michigan
$300K +$317K +6,210 New
1WA
458
180 Wealth Advisors
Washington
$300K -$3.58K -70 -1%
DW30
459
Drucker Wealth 3.0
New Jersey
$298K -$188K -3,683 -38%
CTC
460
Central Trust Company
Missouri
$297K -$5.11K -100 -2%
OWA
461
Opal Wealth Advisors
New York
$297K +$36.7K +718 +13%
CTC
462
Cetera Trust Company
Minnesota
$297K +$12.8K +250 +4%
TAM
463
Tocqueville Asset Management
New York
$290K
FAFN
464
First Affirmative Financial Network
Colorado
$286K +$11.9K +233 +4%
Bessemer Group
465
Bessemer Group
New Jersey
$285K +$79.2K +1,551 +36%
PTC
466
Private Trust Company
Ohio
$281K +$81.1K +1,588 +38%
AWS
467
Atria Wealth Solutions
New York
$280K -$514K -10,055 -63%
FCA
468
FLC Capital Advisors
California
$278K +$294K +5,751 New
AWE
469
Avidian Wealth Enterprises
Texas
$277K -$869 -17 -0.3%
VNA
470
Valley National Advisers
Pennsylvania
$277K -$24.1K -472 -8%
FFA
471
Farther Finance Advisors
California
$276K -$25.8K -504 -8%
GI
472
GAMMA Investing
California
$275K -$18.2K -356 -6%
Lido Advisors
473
Lido Advisors
California
$274K -$16.9K -331 -6%
CIC
474
Carnegie Investment Counsel
Ohio
$273K
TFA
475
Transamerica Financial Advisors
Florida
$272K +$27.1K +531 +10%