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Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
251
Intesa Sanpaolo Wealth Management
$94.2K
Lazard Asset Management
252
Lazard Asset Management
New York
$93.6K +$5.26K +1,682 +6%
IWC
253
Integrated Wealth Concepts
Massachusetts
$93.5K +$10.4K +3,333 +13%
KAS
254
Kestra Advisory Services
Texas
$93K +$159 +51 +0.2%
FFA
255
Farther Finance Advisors
California
$91.1K +$52.4K +16,752 +137%
RGC
256
Roberts, Glore & Co
Illinois
$90.7K
Allianz Asset Management
257
Allianz Asset Management
Germany
$87.6K
RS
258
R Squared
Hong Kong
$86.4K +$86K +27,520 New
WAG
259
Winthrop Advisory Group
Massachusetts
$84.7K +$6.75K +2,160 +9%
IA
260
IFG Advisory
Georgia
$81.9K +$81.5K +26,075 New
TCP
261
TMB Capital Partners
Arkansas
$81K -$5.31K -1,698 -6%
CCA
262
Carrera Capital Advisors
Michigan
$81K +$80.6K +25,788 New
RB
263
Renasant Bank
Mississippi
$81K +$785 +251 +1%
CIAM
264
Caitong International Asset Management
Hong Kong
$80.9K -$6.22K -1,991 -7%
Vanguard Global Advisers
265
Vanguard Global Advisers
Pennsylvania
$80.9K -$23.2K -7,406 -22%
Focus Partners Wealth
266
Focus Partners Wealth
Massachusetts
$80.2K +$4.21K +1,348 +6%
AAP
267
Arax Advisory Partners
Colorado
$78.6K +$4.94K +1,580 +7%
AL
268
Aspiriant LLC
California
$78.5K
UCFA
269
United Capital Financial Advisors
Texas
$73.7K +$15.4K +4,941 +27%
AF
270
Allworth Financial
California
$72.2K -$5.25K -1,680 -7%
RA
271
Riversedge Advisors
Delaware
$69.7K +$769 +246 +1%
MMA
272
Miracle Mile Advisors
California
$69.5K +$7.38K +2,359 +12%
X
273
Xponance
Pennsylvania
$68.9K -$1.04K -332 -1%
1WA
274
180 Wealth Advisors
Washington
$68.2K -$8.85K -2,830 -12%
WFI
275
West Family Investments
California
$67.9K -$11.8K -3,789 -15%