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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
576
Jones Financial Companies
Missouri
$736K -$16.9K -353 -2%
DA
577
Denali Advisors
California
$732K -$3.23M -67,400 -82%
BBVA
578
Banco Bilbao Vizcaya Argentaria
Spain
$728K -$2.11K -44 -0.3%
MA
579
Montag & Associates
Georgia
$728K +$107K +2,226 +19%
BCM
580
BTC Capital Management
Iowa
$724K -$24.8K -516 -4%
KPWS
581
Kestra Private Wealth Services
Texas
$722K -$25.2K -526 -4%
Tudor Investment Corp
582
Tudor Investment Corp
Connecticut
$719K +$3.31K +69 +0.5%
AAS
583
Avantax Advisory Services
Texas
$716K -$19K -397 -3%
PWP
584
Principle Wealth Partners
Connecticut
$708K +$248K +5,172 +60%
KIC
585
Keating Investment Counselors
Florida
$704K -$11.5K -240 -2%
GT
586
Greenleaf Trust
Michigan
$682K +$81.3K +1,694 +15%
GI
587
Gradient Investments
Minnesota
$680K +$429K +8,932 +205%
MSFS
588
Main Street Financial Solutions
Pennsylvania
$670K +$52.3K +1,091 +9%
ASN
589
Advisory Services Network
Georgia
$661K -$7.63K -159 -1%
Wealthfront Advisers
590
Wealthfront Advisers
California
$659K +$74.6K +1,554 +14%
WOC
591
West Oak Capital
California
$657K +$3.12K +65 +0.5%
AWM
592
AE Wealth Management
Kansas
$651K +$63K +1,313 +12%
VDI
593
Vaughan David Investments
Illinois
$650K -$143K -2,984 -19%
FHB
594
First Hawaiian Bank
Hawaii
$645K +$200K +4,168 +49%
S
595
SignatureFD
Georgia
$644K +$34.5K +720 +6%
HAG
596
HighPoint Advisor Group
Illinois
$642K +$43.8K +912 +8%
CT
597
Caldwell Trust
Florida
$639K
Vanguard Personalized Indexing Management
598
Vanguard Personalized Indexing Management
California
$639K -$1.68K -35 -0.3%
BC
599
Brookfield Corp
Ontario, Canada
$638K -$3.94M -82,163 -87%
SPC
600
Stewart & Patten Company
California
$636K -$47.6K -992 -7%