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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
851
Stratos Wealth Advisors
Ohio
$357K +$21.8K +266 +9%
First Manhattan
852
First Manhattan
New York
$356K -$74.6K -912 -21%
SBIA
853
Sheaff Brock Investment Advisors
Indiana
$356K
WG
854
Welch Group
Alabama
$354K +$2.46K +30 +0.9%
PTC
855
Private Trust Company
Ohio
$354K -$329K -4,017 -55%
CHA
856
Cooper/Haims Advisors
New York
$353K -$2.7K -33 -1%
KOCAA
857
Knights of Columbus Asset Advisors
Connecticut
$352K +$161K +1,964 +145%
IC
858
Inscription Capital
Texas
$348K +$5.56K +68 +2%
VWA
859
Visionary Wealth Advisors
Illinois
$348K +$268K +3,279 New
ICP
860
Interchange Capital Partners
Pennsylvania
$348K -$48.8K -596 -15%
MWM
861
Modern Wealth Management
Kansas
$346K +$267K +3,260 New
HC
862
Henshaw Capital
Massachusetts
$345K -$22.3K -273 -8%
WWP
863
WR Wealth Planners
Missouri
$344K +$19K +232 +8%
NWAG
864
Net Worth Advisory Group
Utah
$339K +$261K +3,192 New
TPWA
865
TRUE Private Wealth Advisors
Oregon
$331K +$9.16K +112 +4%
RFC
866
Regions Financial Corp
Alabama
$330K -$51.1K -625 -17%
MS
867
Mizuho Securities
Japan
$329K +$149K +1,820 +142%
DWA
868
Douglass Winthrop Advisors
New York
$329K +$254K +3,100 New
IAMH
869
IvyRock Asset Management (HK)
Hong Kong
$329K +$254K +3,100 New
WC
870
Weil Company
California
$327K +$252K +3,081 New
ATS
871
Ashton Thomas Securities
New York
$326K +$24.1K +294 +11%
CL
872
COWA LLC
Oklahoma
$326K +$251K +3,069 New
WPC
873
Wedmont Private Capital
Pennsylvania
$326K -$34.2K -418 -13%
PWPS
874
Pinnacle Wealth Planning Services
Ohio
$321K +$248K +3,026 New
Thrivent Financial for Lutherans
875
Thrivent Financial for Lutherans
Minnesota
$321K +$248K +3,027 New