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Name Holding Trade Value Shares
Change
Change in
Stake
OC
401
Oppenheimer & Co
New York
$636K +$106K +1,096 +21%
TSW
402
Three Seasons Wealth
Utah
$634K
USAA
403
United Services Automobile Association
Texas
$628K +$607K +6,300 New
S
404
SignatureFD
Georgia
$628K -$1.93K -20 -0.3%
EF
405
Empowered Funds
Pennsylvania
$628K +$99.6K +1,034 +20%
PAS
406
Park Avenue Securities
New York
$623K +$155K +1,607 +35%
MWM
407
Modern Wealth Management
Kansas
$620K +$1.93K +20 +0.3%
DA
408
Detalus Advisors
Missouri
$619K +$1.25K +13 +0.2%
JCM
409
Jag Capital Management
Missouri
$603K -$14.4K -150 -2%
AI
410
Atom Investors
Texas
$594K +$569K +5,913 New
BBVA
411
Banco Bilbao Vizcaya Argentaria
Spain
$592K +$29.8K +309 +6%
CFB
412
Cullen/Frost Bankers
Texas
$588K +$67.3K +699 +14%
SF
413
Summit Financial
New Jersey
$582K +$558K +5,793 New
CCWM
414
Correct Capital Wealth Management
Missouri
$578K +$96 +1 +0%
FDS
415
First Dallas Securities
Texas
$575K
NP
416
NorthRock Partners
Minnesota
$568K -$3.85K -40 -0.7%
FFA
417
Farther Finance Advisors
California
$563K +$38.3K +398 +8%
CG
418
CFO4Life Group
Texas
$559K +$536K +5,567 New
CW
419
CreativeOne Wealth
Kansas
$557K +$2.79K +29 +0.5%
TF
420
Tudor Financial
Ohio
$552K
CAMG
421
CWA Asset Management Group
Florida
$552K +$68.3K +709 +15%
BAM
422
Blueshift Asset Management
New Jersey
$546K +$193K +2,009 +59%
KPWS
423
Kestra Private Wealth Services
Texas
$545K +$219K +2,279 +72%
CCM
424
Coldstream Capital Management
Washington
$544K -$45.4K -471 -8%
FBT
425
First Bank & Trust
South Dakota
$542K