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Name Holding Trade Value Shares
Change
Change in
Stake
USAA
351
United Services Automobile Association
Texas
$787K -$19.6K -387 -2%
TSS
352
Two Sigma Securities
New York
$781K +$805K +15,878 New
BWP
353
Balboa Wealth Partners
Arizona
$756K +$2.54K +50 +0.3%
Vontobel Holding
354
Vontobel Holding
Switzerland
$746K -$5.07K -100 -0.7%
AAG
355
Accordant Advisory Group
Maryland
$729K +$751K +14,819 New
SG
356
Sienna Gestion
France
$710K
HJIM
357
Henry James International Management
New York
$708K +$206K +4,054 +39%
HIA
358
Harbor Investment Advisory
Maryland
$685K -$15K -295 -2%
S
359
Sunpointe
Missouri
$684K +$34.2K +675 +5%
UM
360
UniSuper Management
Australia
$680K +$203K +4,000 +66%
EC
361
EdgeRock Capital
Colorado
$662K
PCM
362
Prelude Capital Management
New York
$652K -$88.7K -1,750 -12%
WSCM
363
Wellington Shields Capital Management
New York
$644K -$30.4K -600 -4%
EDRH
364
Edmond de Rothschild Holding
Switzerland
$642K +$91.2K +1,798 +16%
CHM
365
Collaborative Holdings Management
New York
$640K
HJGA
366
Hardman Johnston Global Advisors
Connecticut
$634K +$144K +2,840 +28%
AFG
367
Allegheny Financial Group
Pennsylvania
$630K -$96.1K -1,895 -13%
HNB
368
Huntington National Bank
Ohio
$629K -$3.3K -65 -0.5%
AWS
369
Atria Wealth Solutions
New York
$625K +$38K +749 +6%
Prudential Financial
370
Prudential Financial
New Jersey
$620K -$5.32K -105 -0.8%
ATPW
371
Ashton Thomas Private Wealth
Arizona
$616K +$634K +12,512 New
MIM
372
Montgomery Investment Management
Maryland
$610K +$10.1K +200 +2%
WA
373
Wealth Alliance
New York
$603K +$27K +533 +5%
ISL
374
Ingalls & Snyder LLC
New York
$599K -$7.5K -148 -1%
WWA
375
WCG Wealth Advisors
Nevada
$592K +$43.6K +859 +8%