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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
201
Kanawha Capital Management
Virginia
$257K
William Blair & Company
202
William Blair & Company
Illinois
$255K +$731 +11 +0.3%
IC
203
Inscription Capital
Texas
$252K
CA
204
Clearstead Advisors
Ohio
$252K
Lido Advisors
205
Lido Advisors
California
$252K -$159K -2,385 -39%
PFA
206
Perryman Financial Advisory
Texas
$252K
SFG
207
Stonebridge Financial Group
California
$251K +$247K +3,721 New
SWP
208
Summit Wealth Partners
Florida
$251K
Northern Trust
209
Northern Trust
Illinois
$250K
TWP
210
Tyche Wealth Partners
Texas
$250K
KPWS
211
Kestra Private Wealth Services
Texas
$248K +$244K +3,670 New
GVAG
212
Great Valley Advisor Group
Delaware
$247K +$1.4K +21 +0.6%
WAAG
213
Wealth Alliance Advisory Group
Kansas
$247K
FTCM
214
First Trust Capital Management
Illinois
$247K -$13.7K -206 -5%
CCMG
215
Clark Capital Management Group
Pennsylvania
$244K -$125K -1,881 -34%
TI
216
Tidal Investments
Wisconsin
$243K +$240K +3,606 New
PGFC
217
Peapack-Gladstone Financial Corp
New Jersey
$239K
DC
218
Davenport & Co
Virginia
$239K
GRP
219
Global Retirement Partners
California
$237K +$234K +3,514 New
RC
220
Roundview Capital
New Jersey
$237K +$233K +3,513 New
ESBC
221
E.S. Barr & Co
Kentucky
$236K
FVWA
222
Foster Victor Wealth Advisors
South Carolina
$223K +$205K +3,087 New
XF
223
XML Financial
Maryland
$223K
LWA
224
Legacy Wealth Advisors
Florida
$222K
CWP
225
Cyndeo Wealth Partners
Florida
$214K