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Name Holding Trade Value Shares
Change
Change in
Stake
OWM
676
OneAscent Wealth Management
Alabama
$372K +$425K +1,167 New
MFA
677
Mayflower Financial Advisors
Massachusetts
$371K +$18.2K +50 +5%
BC
678
Bridgefront Capital
Texas
$369K -$2.19K -6 -0.5%
PFS
679
Prospera Financial Services
Texas
$367K +$68.8K +189 +20%
MMPW
680
Mitchell McLeod Pugh & Williams
Alabama
$365K
FMLI
681
Fukoku Mutual Life Insurance
Japan
$364K +$87.4K +240 +27%
ET
682
Equitable Trust
Tennessee
$361K -$21.8K -60 -5%
AFG
683
Albion Financial Group
Utah
$359K
TCM
684
Teza Capital Management
Illinois
$359K +$410K +1,126 New
WANY
685
Wealthspire Advisors (New York)
New York
$359K +$410K +1,126 New
OPW
686
Oxler Private Wealth
New York
$350K
DJYG
687
David J. Yvars Group
Florida
$347K
GWMIA
688
Global Wealth Management Investment Advisory
Florida
$344K -$91.4K -251 -19%
BFO
689
Boston Family Office
Massachusetts
$339K +$386K +1,061 New
RWI
690
Red Wave Investments
Pennsylvania
$338K
JWS
691
Juncture Wealth Strategies
Arizona
$337K +$72.5K +199 +23%
OFS
692
OneAscent Financial Services
Alabama
$336K +$384K +1,054 New
NERM
693
New England Research & Management
Illinois
$335K +$382K +1,050 New
ARG
694
Advisory Resource Group
Oklahoma
$331K +$378K +1,039 New
DWM
695
Dakota Wealth Management
Florida
$329K -$5.46K -15 -1%
KJHP
696
K.J. Harrison & Partners
Ontario, Canada
$329K +$373K +1,025 New
DWM
697
Darwin Wealth Management
Florida
$327K +$59K +162 +19%
SWA
698
SFMG Wealth Advisors
Texas
$322K
PAM
699
Paradigm Asset Management
New York
$319K -$36.4K -100 -9%
BCM
700
Brasada Capital Management
Texas
$319K