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Name Holding Trade Value Shares
Change
Change in
Stake
DADC
401
D.A. Davidson & Co
Montana
$360K +$2.37K +26 +0.6%
EWM
402
Empirical Wealth Management
Washington
$351K +$21.2K +232 +6%
SW
403
SVB Wealth
Massachusetts
$351K +$48.7K +534 +14%
FAM
404
Formidable Asset Management
Ohio
$342K
ICG
405
InterOcean Capital Group
Tennessee
$342K
LWA
406
Lowe Wealth Advisors
Maryland
$333K
SW
407
SkyOak Wealth
Michigan
$330K
BPA
408
Beacon Pointe Advisors
California
$330K +$25.7K +281 +7%
CIBC World Market
409
CIBC World Market
Ontario, Canada
$329K -$314K -3,441 -46%
BMSSC
410
B. Metzler seel. Sohn & Co
Germany
$329K
FMWA
411
Forvis Mazars Wealth Advisors
Missouri
$328K +$36.5K +400 +11%
OIA
412
OneDigital Investment Advisors
Kansas
$327K +$15.3K +168 +4%
VWA
413
V Wealth Advisors
Kansas
$327K +$35.9K +393 +11%
William Blair & Company
414
William Blair & Company
Illinois
$323K +$3.74K +41 +1%
PWMG
415
Pinnacle Wealth Management Group
Michigan
$319K
AAS
416
Avantax Advisory Services
Texas
$317K +$67.8K +743 +23%
CWM
417
CIBC World Markets
New York
$316K -$1.29M -14,107 -78%
BAMF
418
BI Asset Management Fondsmaeglerselskab
Denmark
$313K +$355K +3,884 New
RJT
419
Raymond James Trust
Florida
$311K +$37.6K +412 +12%
MGP
420
Metis Global Partners
California
$309K -$1.92K -21 -0.5%
SBH
421
Segall Bryant & Hamill
Illinois
$309K
APP
422
Alpha Paradigm Partners
Illinois
$307K -$210K -2,300 -38%
Aviva
423
Aviva
United Kingdom
$301K -$2.93M -32,147 -90%
AWS
424
Atria Wealth Solutions
New York
$301K -$325K -3,560 -49%
ONB
425
Old National Bancorp
Indiana
$300K +$102K +1,114 +43%