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Name Holding Trade Value Shares
Change
Change in
Stake
QWM
326
Quadcap Wealth Management
Texas
$475K +$18.3K +352 +5%
KBC Group
327
KBC Group
Belgium
$473K -$191K -3,689 -35%
GWM
328
Geneos Wealth Management
Colorado
$471K +$334K +6,442 +1,709%
LBWM
329
Left Brain Wealth Management
Illinois
$465K -$90.7K -1,750 -21%
SLAM
330
Swiss Life Asset Management
$460K +$345K +6,650 New
AG
331
AlTi Global
New York
$458K +$519 +10 +0.2%
PNC Financial Services Group
332
PNC Financial Services Group
Pennsylvania
$449K -$163K -3,137 -33%
Wealth Enhancement Advisory Services
333
Wealth Enhancement Advisory Services
Minnesota
$441K +$331K +6,380 New
Vontobel Holding
334
Vontobel Holding
Switzerland
$441K -$291K -5,618 -47%
Focus Partners Wealth
335
Focus Partners Wealth
Massachusetts
$438K +$49.3K +950 +18%
HWM
336
HB Wealth Management
Georgia
$437K -$267K -5,156 -45%
BFO
337
Biltmore Family Office
North Carolina
$434K +$3.37K +65 +1%
Cambridge Investment Research Advisors
338
Cambridge Investment Research Advisors
Iowa
$424K +$318K +6,126 New
AWM
339
Apollon Wealth Management
South Carolina
$423K +$46.7K +900 +17%
Wealthfront Advisers
340
Wealthfront Advisers
California
$421K +$31.6K +610 +11%
SWM
341
SeaCrest Wealth Management
New York
$420K -$38.5K -742 -11%
AWA
342
Arete Wealth Advisors
Illinois
$413K +$309K +5,968 New
AAS
343
Avantax Advisory Services
Texas
$408K +$30.6K +591 +11%
HWM
344
Hemington Wealth Management
Virginia
$407K +$1.45K +28 +0.5%
HA
345
Huntleigh Advisors
Missouri
$406K +$1.35K +26 +0.4%
Jones Financial Companies
346
Jones Financial Companies
Missouri
$401K +$143K +2,750 +87%
MAS
347
Meeder Advisory Services
Ohio
$395K -$1.19K -23 -0.4%
CMF
348
Counterpoint Mutual Funds
California
$393K +$294K +5,678 New
LA
349
LVW Advisors
New York
$391K +$293K +5,654 New
OTL
350
Oak Thistle LLC
New York
$389K +$291K +5,621 New