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Name Holding Trade Value Shares
Change
Change in
Stake
PP
726
PFS Partners
New Jersey
$188K – – –
AWM
727
Avior Wealth Management
Nebraska
$184K -$77.7K -335 -29%
DZ Bank
728
DZ Bank
Germany
$182K +$77.9K +336 +70%
CUAMC
729
China Universal Asset Management Company
China
$181K +$47.1K +203 +34%
WBC
730
Westpac Banking Corp
Australia
$173K – – –
PWMG
731
Prestige Wealth Management Group
New Jersey
$171K -$3.25K -14 -2%
HB
732
Horizon Bancorp
Indiana
$171K +$24.4K +105 +16%
CFO
733
CVA Family Office
Colorado
$170K -$464 -2 -0.3%
JWM
734
Janiczek Wealth Management
Colorado
$165K – – –
GWM
735
Geneos Wealth Management
Colorado
$162K – – –
RWM
736
Raffa Wealth Management
District of Columbia
$160K – – –
AssetMark Inc
737
AssetMark Inc
California
$159K +$15.8K +68 +11%
SWM
738
Spire Wealth Management
Virginia
$158K -$8.35K -36 -5%
Twin Tree Management
739
Twin Tree Management
Texas
$158K +$164K +705 New
MPWT
740
MassMutual Private Wealth & Trust
Connecticut
$148K -$24.4K -105 -14%
RIL
741
Rothschild Investment LLC
Illinois
$148K -$11.4K -49 -7%
CWM
742
Compass Wealth Management
Connecticut
$144K -$14.1K -61 -9%
PCM
743
Penserra Capital Management
California
$142K +$1.62K +7 +1%
SOW
744
State of Wyoming
Wyoming
$142K -$42K -181 -22%
DMBA
745
Deseret Mutual Benefit Administrators
Utah
$134K -$26K -112 -16%
SIM
746
Sentry Investment Management
Wisconsin
$130K -$27.8K -120 -17%
MWM
747
Mascoma Wealth Management
New Hampshire
$125K +$66.1K +285 +105%
GM
748
GeoWealth Management
Illinois
$124K +$34.8K +150 +37%
WT
749
Whittier Trust
California
$123K – – –
JWA
750
JFS Wealth Advisors
Pennsylvania
$121K +$232 +1 +0.2%