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Name Holding Trade Value Shares
Change
Change in
Stake
AWE
651
Avidian Wealth Enterprises
Texas
$458K +$873 +3 +0.2%
WFI
652
West Family Investments
California
$458K +$7.56K +26 +2%
EWM
653
Empirical Wealth Management
Washington
$456K -$1.16K -4 -0.3%
S
654
SignatureFD
Georgia
$456K +$66.6K +229 +20%
QCM
655
Quantinno Capital Management
New York
$451K +$403K +1,384 New
NOI
656
Newton One Investments
Delaware
$435K
KFA
657
Krane Funds Advisors
New York
$432K +$28.2K +97 +8%
BCM
658
Brookstone Capital Management
Illinois
$431K
AFP
659
Ausdal Financial Partners
Iowa
$418K
SW
660
SVB Wealth
Massachusetts
$418K +$34.9K +120 +10%
FPCP
661
Fort Point Capital Partners
California
$416K
ZB
662
Zions Bancorporation
Utah
$416K +$117K +402 +46%
NPF
663
Norris Perne & French
Michigan
$414K
EH
664
Equitable Holdings
New York
$412K +$291 +1 +0.1%
RFN
665
RDA Financial Network
Iowa
$407K
Fayez Sarofim & Co
666
Fayez Sarofim & Co
Texas
$406K
BAM
667
Belpointe Asset Management
Nevada
$402K -$12.5K -43 -3%
TNBTD
668
Trustmark National Bank Trust Department
Mississippi
$399K
Federated Hermes
669
Federated Hermes
Pennsylvania
$396K -$189K -651 -35%
ACA
670
Atlas Capital Advisors
Wyoming
$391K
HA
671
HC Advisors
Georgia
$388K
BRWA
672
B. Riley Wealth Advisors
Florida
$387K +$344K +1,183 New
FCI
673
Financial Counselors Inc
Kansas
$386K -$22.1K -76 -6%
FNBOH
674
First National Bank of Hutchinson
Kansas
$385K +$2.04K +7 +0.6%
RCM
675
Radnor Capital Management
Pennsylvania
$381K -$43.6K -150 -11%