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Name Holding Trade Value Shares
Change
Change in
Stake
PP
226
PDS Planning
Ohio
$76.3K +$14.1K +6,374 +18%
PA
227
Parallel Advisors
California
$75.6K -$18.2K -8,206 -17%
HIP
228
HUB Investment Partners
Texas
$74.4K +$38K +17,188 +75%
AssetMark Inc
229
AssetMark Inc
California
$72.9K +$87.2K +39,397 New
TPCW
230
TD Private Client Wealth
New York
$72.7K -$816 -369 -0.9%
Bank Julius Baer & Co
231
Bank Julius Baer & Co
Switzerland
$71.2K +$77.2K +34,878 New
DTL
232
Dynamic Technology Lab
Singapore
$71K +$85.4K +38,617 New
QPBE
233
Quintet Private Bank (Europe)
Luxembourg
$68.1K +$81.5K +36,835 New
CWM
234
Chemistry Wealth Management
New York
$67.7K
1WA
235
180 Wealth Advisors
Washington
$66.8K -$3.25K -1,471 -4%
SOW
236
State of Wyoming
Wyoming
$65.8K +$11K +4,960 +16%
VCP
237
Verus Capital Partners
Arizona
$64.8K +$12.8K +5,800 +20%
QCM
238
QRG Capital Management
Illinois
$64.5K -$7.03K -3,176 -8%
PS
239
Principal Securities
Iowa
$64.2K +$49.8K +22,531 +185%
RGC
240
Roberts, Glore & Co
Illinois
$63.8K +$16.9K +7,635 +28%
AL
241
Aspiriant LLC
California
$62.2K +$18.9K +8,547 +34%
SAI
242
Savvy Advisors Inc
New York
$61.2K +$25.3K +11,438 +53%
FPL
243
Fortress Private Ledger
North Carolina
$60.3K +$72.1K +32,603 New
RTC
244
Riverview Trust Company
Washington
$58.4K
IAS
245
Insigneo Advisory Services
Florida
$58.3K -$24.7K -11,168 -26%
TCA
246
Transcend Capital Advisors
New Jersey
$56.1K +$4.24K +1,917 +7%
EWM
247
Endowment Wealth Management
Wisconsin
$56.1K -$2.62K -1,186 -4%
MNBTD
248
Moody National Bank Trust Division
Texas
$55.8K
TRCT
249
Tower Research Capital (TRC)
New York
$54.5K +$42.8K +19,325 +190%
OBWG
250
Onyx Bridge Wealth Group
New York
$54.1K