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BILL Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
326
WMG Financial Advisors
Tennessee
$500K
AC
327
ASB Consultores
Florida
$496K +$161K +772 +55%
OWA
328
Octavia Wealth Advisors
Ohio
$487K -$61.5K -295 -12%
BRWA
329
B. Riley Wealth Advisors
Florida
$487K +$149K +714 +50%
VFA
330
Valeo Financial Advisors
Indiana
$472K +$17.3K +83 +4%
Rafferty Asset Management
331
Rafferty Asset Management
New York
$465K -$21.1K -101 -5%
PA
332
Parallel Advisors
California
$462K +$10.4K +50 +3%
JM
333
Jeneq Management
New York
$454K +$417K +2,000 New
CPIG
334
Chicago Partners Investment Group
Illinois
$446K -$1.11M -5,320 -55%
CWMU
335
Caliber Wealth Management (Utah)
Utah
$445K -$16.1K -77 -4%
Mackenzie Financial
336
Mackenzie Financial
Ontario, Canada
$443K -$308K -1,478 -43%
FC
337
Ferris Capital
Massachusetts
$438K +$209K +1,000 +108%
PP
338
Prudential plc
United Kingdom
$427K +$393K +1,884 New
AI
339
Accredited Investors
Minnesota
$425K +$11.5K +55 +3%
Lazard Asset Management
340
Lazard Asset Management
New York
$413K +$316K +1,517 +494%
USCWA
341
U.S. Capital Wealth Advisors
Texas
$405K +$10.2K +49 +3%
SEC
342
Seven Eight Capital
New York
$405K +$372K +1,785 New
AIG
343
American International Group
New York
$402K +$6.25K +30 +2%
AssetMark Inc
344
AssetMark Inc
California
$402K +$182K +872 +97%
YC
345
Yarbrough Capital
Tennessee
$393K
ALAM
346
Asahi Life Asset Management
Japan
$386K +$354K +1,700 New
CAM
347
Cresset Asset Management
Illinois
$385K -$55.9K -268 -14%
AWM
348
Avior Wealth Management
Nebraska
$379K +$88.2K +423 +34%
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$364K +$334K +1,603 New
HFP
350
Holistic Financial Partners
Indiana
$358K +$329K +1,579 New