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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
551
Sequoia Financial Advisors
Ohio
$316K +$94K +700 +42%
WSTAM
552
Wilbanks Smith & Thomas Asset Management
Virginia
$313K +$1.21K +9 +0.4%
RCM
553
Radnor Capital Management
Pennsylvania
$312K
IWC
554
Integrated Wealth Concepts
Massachusetts
$309K -$562K -4,182 -64%
AWS
555
Atria Wealth Solutions
New York
$309K +$312K +2,323 New
CGL
556
Clarius Group LLC
Washington
$307K
B
557
Barings
North Carolina
$304K -$18.7K -139 -6%
WH
558
Willner & Heller
California
$302K +$403 +3 +0.1%
ASN
559
Advisory Services Network
Georgia
$298K -$1.23M -9,124 -80%
WT
560
Washington Trust
Rhode Island
$296K
FTDI
561
First Trust Direct Indexing
Massachusetts
$295K +$82.1K +611 +38%
JC
562
JB Capital
Connecticut
$294K -$101K -755 -26%
IC
563
IEQ Capital
California
$290K +$45.9K +342 +19%
KPW
564
Kore Private Wealth
New York
$288K +$806 +6 +0.3%
HKIMG
565
Hutchens & Kramer Investment Management Group
Indiana
$283K
WTC
566
WhitTier Trust Company
Nevada
$277K
TMAM
567
Tokio Marine Asset Management
Japan
$277K +$57K +424 +26%
1WA
568
180 Wealth Advisors
Washington
$277K +$67.8K +505 +31%
CCA
569
Checchi Capital Advisers
California
$276K +$37.9K +282 +16%
WT
570
Whittier Trust
California
$275K +$12.2K +91 +5%
MFGM
571
Marshall Financial Group (Maryland)
Maryland
$274K
Wolverine Trading
572
Wolverine Trading
Illinois
$273K +$270K +2,013 New
BCV
573
Banque Cantonale Vaudoise
Switzerland
$272K
BS
574
Boenning & Scattergood
Pennsylvania
$272K
Federated Hermes
575
Federated Hermes
Pennsylvania
$270K -$1.21K -9 -0.4%