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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
801
OneDigital Investment Advisors
Kansas
$282K +$27.5K +345 +10%
FCI
802
Financial Counselors Inc
Kansas
$279K +$956 +12 +0.3%
GCS
803
Gordian Capital (Singapore)
Singapore
$278K +$85.3K +1,070 +43%
BTWM
804
Baker Tilly Wealth Management
Wisconsin
$278K -$97.8K -1,227 -26%
CSPIA
805
Cary Street Partners Investment Advisory
Virginia
$274K -$116K -1,458 -29%
CWM
806
Cornerstone Wealth Management
Missouri
$273K
QI
807
Qtron Investments
Massachusetts
$272K
BF
808
BOK Financial
Oklahoma
$272K -$637 -8 -0.2%
EWA
809
Evolution Wealth Advisors
Florida
$271K -$15.4K -193 -5%
MSA
810
Marino Stram & Associates
Massachusetts
$271K +$55.8K +700 +25%
FFL
811
Future Fund LLC
Illinois
$271K +$279K +3,500 New
KFA
812
Kelleher Financial Advisors
New York
$270K -$33.1K -415 -11%
HNWAG
813
High Net Worth Advisory Group
Florida
$270K +$319 +4 +0.1%
IWN
814
Independent Wealth Network
Iowa
$270K +$13.5K +169 +5%
AWE
815
Avidian Wealth Enterprises
Texas
$269K -$175K -2,200 -39%
Daiwa Securities Group
816
Daiwa Securities Group
Japan
$268K
CHA
817
Cooper/Haims Advisors
New York
$264K +$3.58K +45 +1%
CAM
818
Chou Associates Management
Ontario, Canada
$264K
TPWA
819
TRUE Private Wealth Advisors
Oregon
$262K +$2.47K +31 +0.9%
TFP
820
TrueWealth Financial Partners
Washington
$261K +$68.1K +855 +34%
JAM
821
Jupiter Asset Management
United Kingdom
$261K
AF
822
Allworth Financial
California
$260K -$5.5K -69 -2%
JEST
823
JTC Employer Solutions Trustee
Jersey
$257K
JCM
824
Jacobi Capital Management
Pennsylvania
$257K +$264K +3,313 New
MOS
825
MGO One Seven
Ohio
$257K -$18.6K -234 -7%