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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
301
Dakota Wealth Management
Florida
$473K +$3.25K +42 +0.7%
LWAC
302
Laurel Wealth Advisors (California)
California
$454K -$2.63K -34 -0.6%
IWC
303
Integrated Wealth Concepts
Massachusetts
$443K -$11.4K -148 -3%
PBT
304
Pictet Bank & Trust
Bahamas
$440K
KPWS
305
Kestra Private Wealth Services
Texas
$438K -$3.94K -51 -0.9%
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$437K -$17K -220 -4%
FRA
307
Frank Rimerman Advisors
California
$434K
Thrivent Financial for Lutherans
308
Thrivent Financial for Lutherans
Minnesota
$434K +$423K +5,473 New
FFS
309
Founders Financial Securities
Maryland
$432K -$26.6K -344 -6%
CYG
310
Clean Yield Group
Vermont
$430K -$195K -2,520 -32%
MFG
311
Menard Financial Group
Texas
$424K -$18.6K -240 -4%
HC
312
Henshaw Capital
Massachusetts
$421K +$130K +1,676 +46%
SIA
313
SkyView Investment Advisors
New Jersey
$420K +$39.1K +506 +11%
V
314
Veritable
Delaware
$417K -$3.71K -48 -0.9%
WTC
315
WhitTier Trust Company
Nevada
$414K -$51.2K -662 -11%
William Blair & Company
316
William Blair & Company
Illinois
$412K -$5.57K -72 -1%
KFP
317
KB Financial Partners
New Jersey
$408K +$54.3K +702 +16%
TFS
318
Thoroughbred Financial Services
Tennessee
$407K +$397K +5,140 New
ACA
319
Atlas Capital Advisors
Wyoming
$399K +$11.9K +154 +3%
IWP
320
Icon Wealth Partners
Texas
$398K -$144K -1,861 -27%
AssetMark Inc
321
AssetMark Inc
California
$394K +$165K +2,132 +75%
BFA
322
BMS Financial Advisors
South Dakota
$374K +$16.4K +212 +5%
WWP
323
WR Wealth Planners
Missouri
$372K +$362K +4,687 New
CAL
324
Capital Analysts LLC
Pennsylvania
$363K -$11.7K -152 -3%
WI
325
WrapManager Inc
California
$361K -$4.87K -63 -1%