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Name Holding Trade Value Shares
Change
Change in
Stake
BBVA
376
Banco Bilbao Vizcaya Argentaria
Spain
$499K +$501K +5,595 New
OQS
377
Occudo Quantitative Strategies
Florida
$494K -$341K -3,810 -41%
CW
378
CreativeOne Wealth
Kansas
$492K +$25.9K +289 +6%
TF
379
Tudor Financial
Ohio
$490K +$18.4K +206 +4%
FBT
380
First Bank & Trust
South Dakota
$481K
SWM
381
Spire Wealth Management
Virginia
$472K -$93.3K -1,042 -16%
ASBI
382
American State Bank (Iowa)
Iowa
$471K
Capstone Investment Advisors
383
Capstone Investment Advisors
New York
$471K +$184K +2,059 +64%
CA
384
Clearstead Advisors
Ohio
$470K -$5.64K -63 -1%
TCA
385
Transcend Capital Advisors
New Jersey
$470K
OC
386
Oppenheimer & Co
New York
$467K +$985 +11 +0.2%
EF
387
Empowered Funds
Pennsylvania
$465K +$80.9K +903 +21%
FFA
388
Farther Finance Advisors
California
$463K -$9.85K -110 -2%
SW
389
SVB Wealth
Massachusetts
$461K +$463K +5,173 New
CFB
390
Cullen/Frost Bankers
Texas
$460K
BFG
391
Berger Financial Group
Minnesota
$455K
AWS
392
Atria Wealth Solutions
New York
$454K +$269 +3 +0.1%
FMWA
393
Forvis Mazars Wealth Advisors
Missouri
$450K -$896 -10 -0.2%
SPWM
394
Schrum Private Wealth Management
Florida
$449K -$584K -6,523 -56%
MC
395
Moors & Cabot
Massachusetts
$445K +$62.9K +702 +16%
GAM
396
GEM Asset Management
Michigan
$442K +$896 +10 +0.2%
SIS
397
Sound Income Strategies
Florida
$439K +$42.7K +477 +11%
CAM
398
Cozad Asset Management
Illinois
$438K
TL
399
Tradewinds LLC
North Carolina
$437K +$402K +4,484 New
PA
400
Parallel Advisors
California
$432K +$86.1K +961 +25%