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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
626
Sagewood Asset Management
New York
$289K +$281K +3,731 New
HNB
627
Hilltop National Bank
Wyoming
$287K +$264K +3,497 +1,604%
JWA
628
JFS Wealth Advisors
Pennsylvania
$286K
CIA
629
Concurrent Investment Advisors
Florida
$285K +$278K +3,682 New
AWM
630
Aprio Wealth Management
Georgia
$281K +$274K +3,630 New
PCG
631
Prosperity Consulting Group
Maryland
$279K
LP
632
LMR Partners
United Kingdom
$275K +$268K +3,558 New
BPW
633
BlueDoor Private Wealth
Massachusetts
$271K +$264K +3,499 New
VT
634
Vise Technologies
New York
$269K +$262K +3,477 New
DS
635
DRW Securities
Illinois
$268K -$832K -11,025 -76%
Brown Advisory
636
Brown Advisory
Maryland
$267K -$33.3K -441 -11%
G
637
GenTrust
Florida
$266K +$258K +3,418 New
BBHC
638
Brown Brothers Harriman & Co
New York
$265K +$141K +1,873 +121%
PPWP
639
Premier Path Wealth Partners
New Jersey
$265K +$20.1K +267 +8%
PCIA
640
Prime Capital Investment Advisors
Kansas
$264K +$22.3K +296 +9%
QIM
641
Quest Investment Management
Oregon
$261K -$18K -238 -7%
NP
642
Nilsine Partners
Colorado
$260K +$25.2K +334 +11%
PUI
643
Purpose Unlimited Inc
$260K +$254K +3,362 New
OCA
644
OpenArc Corporate Advisory
Georgia
$260K +$254K +3,361 New
PI
645
PFG Investments
New York
$259K +$253K +3,348 New
CAS
646
Coppell Advisory Solutions
Texas
$259K -$7.54K -100 -3%
GJWM
647
Gilliland Jeter Wealth Management
Arkansas
$257K
MIM
648
Morningstar Investment Management
Illinois
$257K
HWA
649
Hilltop Wealth Advisors
North Carolina
$257K +$2.19K +29 +0.9%
RG
650
Renaissance Group
Kentucky
$256K +$249K +3,306 New