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Name Holding Trade Value Shares
Change
Change in
Stake
Naviter Wealth
1176
Naviter Wealth
Arkansas
$903K +$33.5K +147 +3%
Hilltop Holdings
1177
Hilltop Holdings
Texas
$897K +$1.03M +4,507 New
PGWM
1178
Parisi Gray Wealth Management
New Jersey
$895K +$29.1K +128 +3%
Claro Advisors
1179
Claro Advisors
Massachusetts
$892K +$97.9K +430 +11%
GFPC
1180
Global Financial Private Client
Florida
$890K +$102K +449 +11%
SAM
1181
S.A. Mason
Michigan
$890K – – –
Ancora Advisors
1182
Ancora Advisors
Ohio
$889K +$230K +1,011 +29%
Exencial Wealth Advisors
1183
Exencial Wealth Advisors
Oklahoma
$887K +$50.8K +223 +5%
Optiver Holding
1184
Optiver Holding
Netherlands
$886K +$1.01M +4,454 New
SFP
1185
Sandbox Financial Partners
Maryland
$886K -$11.2K -49 -1%
MassMutual Private Wealth & Trust
1186
MassMutual Private Wealth & Trust
Connecticut
$885K -$170K -746 -14%
SSA
1187
Shepherd Street Advisors
California
$885K +$183K +805 +22%
PMSA
1188
Patrick M. Sweeney & Associates
Illinois
$882K +$20.7K +91 +2%
APW
1189
Aventura Private Wealth
Florida
$881K -$35.3K -155 -3%
NWF Advisory Services
1190
NWF Advisory Services
California
$880K -$74K -325 -7%
Victory Financial Group
1191
Victory Financial Group
Texas
$878K -$13K -57 -1%
Burney Company
1192
Burney Company
Virginia
$875K -$411K -1,806 -29%
DAM
1193
Diamant Asset Management
Connecticut
$872K -$9.11K -40 -0.9%
Nicholas Hoffman & Company
1194
Nicholas Hoffman & Company
Georgia
$871K – – –
Modera Wealth Management
1195
Modera Wealth Management
New Jersey
$870K -$224K -985 -18%
KIA
1196
Koenig Investment Advisory
Oregon
$869K – – –
Becker Capital Management
1197
Becker Capital Management
Oregon
$868K -$26.2K -115 -3%
Avantax Planning Partners
1198
Avantax Planning Partners
Iowa
$867K +$41.2K +181 +4%
SIAG
1199
Safeguard Investment Advisory Group
California
$866K +$15.3K +67 +2%
McAdam LLC
1200
McAdam LLC
Pennsylvania
$863K -$84K -369 -8%