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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
751
JFS Wealth Advisors
Pennsylvania
$138K
MSWM
752
Mowery & Schoenfeld Wealth Management
Illinois
$136K +$108K +455 +583%
Optiver Holding
753
Optiver Holding
Netherlands
$132K +$122K +515 New
AA
754
Alta Advisers
United Kingdom
$128K
JSAM
755
J. Safra Asset Management
New York
$123K -$29.2K -123 -20%
TPCW
756
TD Private Client Wealth
New York
$122K +$43.5K +183 +62%
DZ Bank
757
DZ Bank
Germany
$122K +$114K +478 New
EDRH
758
Edmond de Rothschild Holding
Switzerland
$120K +$19.7K +83 +22%
CAL
759
Capital Analysts LLC
Pennsylvania
$119K +$14.3K +60 +15%
DWM
760
Dogwood Wealth Management
Kansas
$110K +$18.1K +76 +22%
GFPC
761
Global Financial Private Client
Florida
$105K
DWA
762
Dougherty Wealth Advisers
Minnesota
$105K
APF
763
Alaska Permanent Fund
Alaska
$105K +$97.4K +410 New
GM
764
GeoWealth Management
Illinois
$104K +$10.2K +43 +12%
TIM
765
Thompson Investment Management
Wisconsin
$101K
BAM
766
Byrne Asset Management
New Jersey
$95.9K -$137K -575 Closed
QC
767
Quent Capital
New York
$95.4K
Jones Financial Companies
768
Jones Financial Companies
Missouri
$87.7K -$238 -1 -0.3%
FHA
769
First Horizon Advisors
Tennessee
$79.3K +$23.8K +100 +48%
FFA
770
Farther Finance Advisors
California
$78.2K +$9.03K +38 +14%
CAM
771
Close Asset Management
United Kingdom
$75K +$70.1K +295 New
CT
772
Clearstead Trust
Maine
$73.2K +$38.7K +163 +133%
MWM
773
Mascoma Wealth Management
New Hampshire
$69.6K
LI
774
LRI Investments
Florida
$67.8K +$62.9K +265 New
SA
775
Scarborough Advisors
Maryland
$65.3K