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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
251
Bradley Foster & Sargent
Connecticut
$334K
DWM
252
Drive Wealth Management
Utah
$333K +$30.2K +177 +11%
PA
253
PFG Advisors
Arizona
$328K +$311K +1,822 New
BJL
254
Brighton Jones LLC
Washington
$324K +$13.3K +78 +5%
AWM
255
Aberdeen Wealth Management
Illinois
$319K
1WA
256
180 Wealth Advisors
Washington
$316K +$20.8K +122 +7%
FHA
257
First Horizon Advisors
Tennessee
$306K +$2.73K +16 +1%
X
258
Xponance
Pennsylvania
$305K +$290K +1,698 New
MHR
259
Matthew Hamilton Rosenberg
$305K -$4.27K -25 -1%
BFG
260
Berger Financial Group
Minnesota
$303K
DCM
261
DGS Capital Management
New Jersey
$300K +$15K +88 +6%
RFC
262
Regions Financial Corp
Alabama
$299K +$284K +1,665 New
DWM
263
Dakota Wealth Management
Florida
$295K +$280K +1,641 New
TA
264
Tectonic Advisors
Texas
$293K
TA
265
Tiedemann Advisors
New York
$288K +$274K +1,605 New
AAM
266
Auxier Asset Management
Oregon
$286K
CTC
267
Central Trust Company
Missouri
$285K -$3.42K -20 -1%
PVH
268
Psagot Value Holdings
Israel
$284K +$84.9K +497 +47%
CWP
269
Curated Wealth Partners
California
$283K +$269K +1,573 New
KP
270
Keel Point
Alabama
$282K +$10.9K +64 +4%
Schroder Investment Management Group
271
Schroder Investment Management Group
United Kingdom
$281K -$42.3K -248 -14%
TPCW
272
TD Private Client Wealth
New York
$281K +$92.4K +541 +53%
NHC
273
Nicholas Hoffman & Company
Georgia
$280K
CA
274
Cetera Advisors
Colorado
$278K +$264K +1,546 New
BCWM
275
Bartlett & Co Wealth Management
Ohio
$275K -$8.54K -50 -3%