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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
476
Kingsview Wealth Management
Oregon
$201K -$124K -887 -32%
BPC
477
Banque Pictet & Cie
Switzerland
$200K +$261K +1,873 New
SM
478
STF Management
Texas
$192K -$4.18K -30 -2%
PA
479
Parallel Advisors
California
$187K -$6.55K -47 -3%
ADL
480
Asset Dedication LLC
California
$182K – – –
CA
481
Clearstead Advisors
Ohio
$180K +$153K +1,098 +187%
IPAM
482
ICICI Prudential Asset Management
India
$179K +$1.67K +12 +0.7%
HI
483
Harbour Investments
Wisconsin
$177K +$105K +753 +83%
FFA
484
Farther Finance Advisors
California
$173K +$104K +746 +86%
GSWM
485
Golden State Wealth Management
California
$156K +$5.58K +40 +3%
APW
486
Aventura Private Wealth
Florida
$152K +$38.2K +274 +24%
GCS
487
Gordian Capital (Singapore)
Singapore
$141K +$170K +1,220 +1,258%
AEPWM
488
Atlantic Edge Private Wealth Management
Florida
$133K – – –
WSFS
489
Wilmington Savings Fund Society
Delaware
$131K -$238K -1,708 -58%
AIP
490
Arrowpoint Investment Partners
Singapore
$130K +$170K +1,220 New
SWM
491
Spire Wealth Management
Virginia
$125K +$22.2K +159 +16%
CFD
492
Creative Financial Designs
Indiana
$121K -$18.4K -132 -10%
SFGP
493
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$115K +$5.58K +40 +4%
RWM
494
Rialto Wealth Management
New York
$107K – – –
WBC
495
West Branch Capital
Massachusetts
$107K +$139K +1,000 New
FLP
496
Financial Life Planners
Arizona
$106K -$28.3K -203 -17%
BLC
497
Brown, Lisle/Cummings
Rhode Island
$100K +$26.6K +191 +25%
CLOS
498
Compagnie Lombard Odier SCmA
Switzerland
$94K +$123K +880 New
HIP
499
HUB Investment Partners
Texas
$92.8K +$48K +344 +66%
MTIM
500
Marathon Trading Investment Management
Pennsylvania
$81.4K -$1.14M -8,200 -91%