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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
551
Phoenix Wealth Advisors
North Carolina
$2.74M -$83.9K -415 -3%
NWM
552
Northcape Wealth Management
New York
$2.73M -$161K -794 -6%
IRAG
553
Investment Research & Advisory Group
Georgia
$2.72M -$1.62K -8 -0.1%
KS
554
Karpas Strategies
Connecticut
$2.72M
BF
555
BOK Financial
Oklahoma
$2.71M -$44.1K -218 -2%
O
556
Ossiam
France
$2.69M -$9.46M -46,806 -78%
PG
557
Patten Group
Tennessee
$2.68M -$1.21K -6 -0%
Bessemer Group
558
Bessemer Group
New Jersey
$2.68M -$288K -1,427 -10%
FNT
559
First National Trust
Pennsylvania
$2.66M -$9.1K -45 -0.4%
AWS
560
Atria Wealth Solutions
New York
$2.66M -$26.5K -131 -1%
VanEck Associates
561
VanEck Associates
New York
$2.63M +$133K +660 +6%
LFAS
562
Level Four Advisory Services
Texas
$2.62M -$172K -849 -6%
FTDI
563
First Trust Direct Indexing
Massachusetts
$2.62M +$167K +826 +7%
SW
564
SVB Wealth
Massachusetts
$2.6M -$763K -3,772 -23%
VIM
565
Vinva Investment Management
Australia
$2.59M -$34K -168 -1%
AIP
566
Ameritas Investment Partners
Nebraska
$2.59M -$269K -1,331 -10%
AI
567
Atom Investors
Texas
$2.56M +$2.48M +12,282 New
SC
568
Slow Capital
California
$2.55M +$12.7K +63 +0.5%
IA
569
IFG Advisory
Georgia
$2.54M +$49.3K +244 +2%
MCM
570
MV Capital Management
Maryland
$2.53M +$52.8K +261 +2%
BMWM
571
Brown Miller Wealth Management
Virginia
$2.49M +$185K +917 +8%
Vontobel Holding
572
Vontobel Holding
Switzerland
$2.48M +$750K +3,710 +45%
TYCC
573
Texas Yale Capital Corp
Florida
$2.48M +$7.08K +35 +0.3%
AWM
574
Accurate Wealth Management
Florida
$2.42M +$16.4K +81 +0.7%
LMIM
575
Lockheed Martin Investment Management
Maryland
$2.4M -$5.45M -26,980 -70%