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Name Holding Trade Value Shares
Change
Change in
Stake
APWM
226
Argonautica Private Wealth Management
Massachusetts
$318K +$80.3K +558 +39%
MCM
227
MAI Capital Management
Ohio
$317K -$16.3K -113 -5%
KOMWMG
228
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$316K +$1.29K +9 +0.5%
RJT
229
Raymond James Trust
Florida
$315K -$2.59K -18 -0.9%
BAM
230
Blueshift Asset Management
New Jersey
$310K +$74.2K +516 +37%
KPWS
231
Kestra Private Wealth Services
Texas
$310K +$50.6K +352 +22%
GCM
232
Gallacher Capital Management
Colorado
$307K +$13.4K +93 +5%
LNC
233
Lincoln National Corp
Pennsylvania
$304K +$272K +1,892 New
SI
234
Stephens Inc
Arkansas
$302K +$3.31K +23 +1%
KTM
235
Keeler Thomas Management
Utah
$301K
Schroder Investment Management Group
236
Schroder Investment Management Group
United Kingdom
$292K -$83.9K -583 -24%
ACA
237
Atlas Capital Advisors
Wyoming
$292K +$97.7K +679 +60%
AAS
238
Avantax Advisory Services
Texas
$289K -$1.73K -12 -0.7%
AWM
239
Aberdeen Wealth Management
Illinois
$285K
BJL
240
Brighton Jones LLC
Washington
$277K +$5.47K +38 +2%
MHR
241
Matthew Hamilton Rosenberg
$277K +$40.7K +283 +20%
EWA
242
EP Wealth Advisors
California
$277K +$2.83M +19,634 New
Baird Financial Group
243
Baird Financial Group
Wisconsin
$275K +$9.35K +65 +4%
MIC
244
Meridian Investment Counsel
California
$273K
BFG
245
Berger Financial Group
Minnesota
$271K
SMWM
246
Silvia McColl Wealth Management
California
$271K
FHA
247
First Horizon Advisors
Tennessee
$271K -$719 -5 -0.3%
DWM
248
Drive Wealth Management
Utah
$269K +$36K +250 +18%
1WA
249
180 Wealth Advisors
Washington
$263K -$85.8K -596 -27%
TA
250
Tectonic Advisors
Texas
$262K +$3.6K +25 +2%