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Name Holding Trade Value Shares
Change
Change in
Stake
APP
851
Avantax Planning Partners
Iowa
$319K +$32.4K +551 +11%
BWM
852
Biltmore Wealth Management
Arizona
$318K +$2.12K +36 +0.6%
TPCW
853
TD Private Client Wealth
New York
$316K +$13.7K +233 +4%
SIA
854
Schechter Investment Advisors
Michigan
$316K -$8.95K -152 -3%
IAS
855
Investment Advisory Services
Texas
$316K
PTB
856
Pioneer Trust Bank
Oregon
$316K
STA
857
Summit Trail Advisors
New York
$316K +$22K +374 +7%
MNBTD
858
Moody National Bank Trust Division
Texas
$315K
SW
859
SlateStone Wealth
Florida
$315K
Lazard Asset Management
860
Lazard Asset Management
New York
$312K +$226K +3,832 +222%
NIM
861
NuWave Investment Management
New Jersey
$312K +$241K +4,087 +281%
FMAEN1
862
Fund Management at Engine No 1
California
$311K -$26.7K -454 -8%
IAIM
863
International Assets Investment Management
Florida
$309K -$22.3K -379 -6%
AG
864
AIA Group
Hong Kong
$307K -$198K -3,369 -38%
FCFC
865
First Citizens Financial Corp
Iowa
$306K
KCM
866
Kanawha Capital Management
Virginia
$305K
TL
867
Tradewinds LLC
North Carolina
$304K -$294 -5 -0.1%
RWA
868
Ropes Wealth Advisors
Massachusetts
$303K
MA
869
Mutual Advisors
Nebraska
$303K +$317K +5,387 New
DMBA
870
Deseret Mutual Benefit Administrators
Utah
$302K -$71.1K -1,208 -18%
SFWA
871
Summit Financial Wealth Advisors
Louisiana
$301K
MMA
872
Miracle Mile Advisors
California
$298K -$46.8K -796 -13%
DCM
873
Dupont Capital Management
Delaware
$298K +$200K +3,403 +179%
PWS
874
Peloton Wealth Strategists
Indiana
$297K +$412 +7 +0.1%
IAN
875
Integrated Advisors Network
Texas
$296K -$7.65K -130 -2%