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Name Holding Trade Value Shares
Change
Change in
Stake
QI
826
Qtron Investments
Massachusetts
$291K – – –
SPC
827
Sigma Planning Corp
Michigan
$290K +$272K +3,580 New
NFC
828
Northeast Financial Consultants
Connecticut
$287K +$1.06K +14 +0.4%
MFG
829
Menard Financial Group
Texas
$286K +$268K +3,527 New
PIM
830
Penobscot Investment Management
Massachusetts
$284K +$266K +3,500 New
AIM
831
Acropolis Investment Management
Missouri
$283K – – –
CRC
832
Curi RMB Capital
Illinois
$282K +$264K +3,476 New
HIA
833
Harbor Investment Advisory
Maryland
$275K -$50.5K -664 -16%
GIA
834
Guyasuta Investment Advisors
Pennsylvania
$275K +$258K +3,390 New
SW
835
SteelPeak Wealth
California
$271K +$254K +3,348 New
BHC
836
Bowen Hanes & Co
Florida
$270K +$253K +3,330 New
AWE
837
Avidian Wealth Enterprises
Texas
$270K +$253K +3,335 New
PA
838
Procyon Advisors
Connecticut
$267K -$31.3K -412 -11%
BHWM
839
Bar Harbor Wealth Management
New Hampshire
$267K +$250K +3,288 New
SF
840
Symphony Financial
Texas
$266K +$249K +3,282 New
EDRIA
841
Edmonds Duncan Registered Investment Advisors
Kansas
$265K +$249K +3,274 New
LFA
842
Legacy Financial Advisors
Kentucky
$264K +$248K +3,258 New
EFSCE
843
Enterprise Financial Services Corp (EFSC)
Missouri
$263K +$1.44K +19 +0.6%
JIC
844
Joel Isaacson & Co
New York
$263K +$247K +3,248 New
SCM
845
Southport Capital Management
Tennessee
$261K +$245K +3,223 New
FHB
846
First Hawaiian Bank
Hawaii
$260K +$244K +3,211 New
LDFR
847
Lehman & Derafelo Financial Resources
Pennsylvania
$258K +$242K +3,188 New
IAIM
848
International Assets Investment Management
Florida
$257K +$241K +3,168 New
XSC
849
X-Square Capital
Puerto Rico
$256K +$240K +3,156 New
BPCE
850
Bank Pictet & Cie (Europe)
Germany
$255K -$604K -7,953 -32%