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Name Holding Trade Value Shares
Change
Change in
Stake
MHR
301
Matthew Hamilton Rosenberg
$429K +$19.7K +89 +5%
RCAG
302
Rehmann Capital Advisory Group
Michigan
$426K +$375K +1,694 New
SWA
303
Stratos Wealth Advisors
Ohio
$426K +$111K +500 +42%
BHPW
304
Beverly Hills Private Wealth
California
$425K -$125K -566 -25%
RFC
305
Regions Financial Corp
Alabama
$425K +$20.4K +92 +6%
DWM
306
Dakota Wealth Management
Florida
$424K +$9.96K +45 +3%
FHA
307
First Horizon Advisors
Tennessee
$415K -$11.1K -50 -3%
CAG
308
Csenge Advisory Group
Florida
$414K +$6.64K +30 +2%
TA
309
Tectonic Advisors
Texas
$410K
BFS
310
Bard Financial Services
Connecticut
$409K +$27.7K +125 +8%
KP
311
Keel Point
Alabama
$407K -$2.88K -13 -0.8%
LNC
312
Lincoln National Corp
Pennsylvania
$404K +$3.32K +15 +0.9%
NHC
313
Nicholas Hoffman & Company
Georgia
$402K +$8.85K +40 +3%
Invesco
314
Invesco
Georgia
$400K +$12.6K +57 +4%
VIM
315
Vista Investment Management
Pennsylvania
$397K -$1.77K -8 -0.5%
FLPIM
316
F.L. Putnam Investment Management
Massachusetts
$396K +$348K +1,573 New
PWM
317
Perigon Wealth Management
California
$393K +$100K +454 +41%
DC
318
Davenport & Co
Virginia
$391K +$344K +1,554 New
TD Asset Management
319
TD Asset Management
Ontario, Canada
$388K -$11.1K -50 -3%
SC
320
Savant Capital
Illinois
$387K +$26.6K +120 +8%
CTC
321
Central Trust Company
Missouri
$386K -$15.3K -69 -4%
GRP
322
Global Retirement Partners
California
$385K +$1.55K +7 +0.5%
SP
323
Successful Portfolios
Florida
$383K
AWS
324
Atria Wealth Solutions
New York
$381K +$17.7K +80 +6%
SRL
325
Scientech Research LLC
New Jersey
$378K +$332K +1,500 New