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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
301
Global Retirement Partners
California
$298K +$9.3K +51 +3%
CAG
302
Csenge Advisory Group
Florida
$296K +$294K +1,613 New
CTC
303
Central Trust Company
Missouri
$294K +$2.73K +15 +0.9%
RFC
304
Regions Financial Corp
Alabama
$293K -$12.6K -69 -4%
TD Asset Management
305
TD Asset Management
Ontario, Canada
$292K +$290K +1,593 New
LNC
306
Lincoln National Corp
Pennsylvania
$292K -$189K -1,039 -40%
VIM
307
Vista Investment Management
Pennsylvania
$290K +$11.8K +65 +4%
CWP
308
Curated Wealth Partners
California
$288K
NHC
309
Nicholas Hoffman & Company
Georgia
$286K
Invesco
310
Invesco
Georgia
$281K +$43.2K +237 +18%
SP
311
Successful Portfolios
Florida
$279K +$277K +1,520 New
SC
312
Sapient Capital
Indiana
$278K +$276K +1,516 New
MAM
313
McLean Asset Management
Virginia
$276K
BFS
314
Bard Financial Services
Connecticut
$275K
AAM
315
Auxier Asset Management
Oregon
$270K -$21.1K -116 -7%
AWM
316
Aberdeen Wealth Management
Illinois
$270K -$54.7K -300 -17%
CFA
317
Cahill Financial Advisors
Minnesota
$270K -$150K -822 -36%
BCWM
318
Bartlett & Co Wealth Management
Ohio
$265K -$9.12K -50 -3%
PVH
319
Psagot Value Holdings
Israel
$265K -$17.3K -95 -6%
BC
320
Bartlett & Co
Ohio
$265K -$9.12K -50 -3%
SCTC
321
Sanibel Captiva Trust Company
Florida
$265K +$263K +1,445 New
AWS
322
Atria Wealth Solutions
New York
$263K +$15.5K +85 +6%
Lido Advisors
323
Lido Advisors
California
$263K +$10.9K +60 +4%
MOS
324
MGO One Seven
Ohio
$262K -$9.12K -50 -3%
SC
325
Savant Capital
Illinois
$260K +$259K +1,418 New