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Name Holding Trade Value Shares
Change
Change in
Stake
P
126
&Partners
Tennessee
$429K +$78.9K +1,493 +22%
UAG
127
United Advisor Group
Ohio
$424K
UPS
128
UHLMANN PRICE SECURITIES
Illinois
$420K -$53.7K -1,016 -11%
BEI
129
Benjamin Edwards Inc
Missouri
$414K +$8.08K +153 +2%
NA
130
NewEdge Advisors
Louisiana
$400K +$29K +548 +8%
MT
131
Midwest Trust
Kansas
$398K
Corient Private Wealth
132
Corient Private Wealth
Florida
$391K -$398K -7,538 -50%
OC
133
Oppenheimer & Co
New York
$388K -$3.7K -70 -0.9%
CFB
134
Cullen/Frost Bankers
Texas
$374K -$26.4K -500 -7%
SGCA
135
Steel Grove Capital Advisors
Tennessee
$369K
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$362K +$370 +7 +0.1%
WP
137
WealthPLAN Partners
Nebraska
$360K -$18.7K -353 -5%
IAA
138
Independent Advisor Alliance
North Carolina
$358K -$35.1K -665 -9%
CSPIA
139
Cary Street Partners Investment Advisory
Virginia
$356K
IFG
140
Independent Financial Group
California
$349K +$67.5K +1,278 +24%
SN
141
Sittner & Nelson
Oregon
$346K +$52.8K +1,000 +20%
AWE
142
Avidian Wealth Enterprises
Texas
$344K -$12.6K -239 -4%
OAM
143
Oppenheimer Asset Management
New York
$337K -$317 -6 -0.1%
AWP
144
Avid Wealth Partners
Texas
$335K
CIA
145
Concurrent Investment Advisors
Florida
$333K +$111K +2,095 +49%
PFPG
146
Pinnacle Financial Partners (Georgia)
Georgia
$328K +$331K +6,260 New
Cerity Partners
147
Cerity Partners
New York
$324K +$327K +6,190 New
CL
148
CSS LLC
Illinois
$323K +$241K +4,553 +284%
Luther King Capital Management (LKCM)
149
Luther King Capital Management (LKCM)
Texas
$322K
ZWA
150
Zinnia Wealth Advisory
Florida
$321K +$323K +6,122 New