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Name Holding Trade Value Shares
Change
Change in
Stake
XF
126
XML Financial
Maryland
$447K -$14.7K -282 -3%
CCG
127
Cypress Capital Group
Florida
$431K
CCM
128
Cohen Capital Management
California
$411K
UAG
129
United Advisor Group
Ohio
$405K
Bank of New York Mellon
130
Bank of New York Mellon
New York
$392K +$152K +2,921 +59%
BEI
131
Benjamin Edwards Inc
Missouri
$387K -$52 -1 -0%
CFB
132
Cullen/Frost Bankers
Texas
$382K +$296K +5,690 +291%
MT
133
Midwest Trust
Kansas
$380K
SGCA
134
Steel Grove Capital Advisors
Tennessee
$377K
IAA
135
Independent Advisor Alliance
North Carolina
$375K -$91K -1,750 -19%
OC
136
Oppenheimer & Co
New York
$373K +$5.25K +101 +1%
Jones Financial Companies
137
Jones Financial Companies
Missouri
$373K +$72.4K +1,392 +23%
AWA
138
Arkadios Wealth Advisors
Georgia
$373K +$2.76K +53 +0.7%
WP
139
WealthPLAN Partners
Nebraska
$361K +$624 +12 +0.2%
NA
140
NewEdge Advisors
Louisiana
$354K -$416 -8 -0.1%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$345K
AWE
142
Avidian Wealth Enterprises
Texas
$341K +$1.25K +24 +0.4%
CSPIA
143
Cary Street Partners Investment Advisory
Virginia
$340K +$35.4K +680 +11%
P
144
&Partners
Tennessee
$335K +$106K +2,032 +44%
OAM
145
Oppenheimer Asset Management
New York
$322K -$2.44K -47 -0.7%
AWP
146
Avid Wealth Partners
Texas
$320K
FFA
147
Farther Finance Advisors
California
$311K +$260 +5 +0.1%
SWA
148
SFMG Wealth Advisors
Texas
$310K +$322K +6,200 New
CAMG
149
CWA Asset Management Group
Florida
$308K +$108K +2,074 +51%
Luther King Capital Management (LKCM)
150
Luther King Capital Management (LKCM)
Texas
$307K