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Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
501
Mackenzie Financial
Ontario, Canada
$828K -$42.9K -64 -5%
SI
502
Shaker Investments
Ohio
$827K +$10.7K +16 +1%
KFP
503
KB Financial Partners
New Jersey
$826K +$151K +226 +22%
CAN
504
Cetera Advisor Networks
California
$825K +$101K +151 +14%
FCBT
505
First Citizens Bank & Trust
North Carolina
$822K -$250K -374 -23%
WI
506
WrapManager Inc
California
$820K -$69K -103 -8%
B
507
Barings
North Carolina
$820K +$823K +1,229 New
TWM
508
Titus Wealth Management
California
$818K -$4.69K -7 -0.6%
SRC
509
Sage Rhino Capital
California
$812K +$28.8K +43 +4%
KPWS
510
Kestra Private Wealth Services
Texas
$807K +$10.7K +16 +1%
OWM
511
OneAscent Wealth Management
Alabama
$803K +$256K +383 +47%
RA
512
Rational Advisors
New York
$802K +$804K +1,200 New
MIM
513
Martin Investment Management
Florida
$798K +$670 +1 +0.1%
AWM
514
Axxcess Wealth Management
California
$798K +$141K +210 +21%
CBFP
515
Cedar Brook Financial Partners
Ohio
$797K +$18.8K +28 +2%
CWM
516
Congress Wealth Management
Massachusetts
$789K +$11.4K +17 +1%
CWM
517
Chesapeake Wealth Management
Virginia
$789K +$91.1K +136 +13%
CAG
518
Csenge Advisory Group
Florida
$788K +$220K +329 +39%
BPA
519
Beacon Pointe Advisors
California
$785K +$113K +169 +17%
KWM
520
Kingsview Wealth Management
Oregon
$768K -$1.3M -1,942 -63%
MC
521
Merlin Capital
Rhode Island
$767K +$670 +1 +0.1%
IWP
522
Icon Wealth Partners
Texas
$765K -$175K -261 -19%
AFC
523
AFT Forsyth & Company
Florida
$760K
HC
524
Henshaw Capital
Massachusetts
$758K -$35.5K -53 -4%
FOA
525
Five Oceans Advisors
California
$758K +$289K +432 +61%