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Name Holding Trade Value Shares
Change
Change in
Stake
FHC
726
First Heartland Consultants
Missouri
$498K +$59.3K +256 +13%
BF
727
BOK Financial
Oklahoma
$496K +$262K +1,132 +106%
I
728
InceptionR
California
$494K +$148K +641 +41%
HI
729
Humankind Investments
New York
$489K +$98.9K +427 +24%
KWM
730
KFG Wealth Management
Indiana
$489K +$19K +82 +4%
BCG
731
BayBridge Capital Group
California
$488K +$8.8K +38 +2%
BPA
732
Beacon Pointe Advisors
California
$486K +$6.95K +30 +1%
TPWA
733
TRUE Private Wealth Advisors
Oregon
$486K +$33.8K +146 +7%
AWA
734
Arkadios Wealth Advisors
Georgia
$483K +$114K +492 +30%
CTC
735
Central Trust Company
Missouri
$483K -$30.1K -130 -6%
EDRH
736
Edmond de Rothschild Holding
Switzerland
$481K
BG
737
Bollard Group
Massachusetts
$480K +$1.16K +5 +0.2%
QIM
738
Quantitative Investment Management
Virginia
$472K +$485K +2,096 New
KCFA
739
Key Client Fiduciary Advisors
New Jersey
$470K -$3.71K -16 -0.8%
AIA
740
Affinity Investment Advisors
California
$469K +$55.6K +240 +13%
GIA
741
Gladstone Institutional Advisory
Florida
$467K +$273K +1,179 +132%
FMWA
742
Forvis Mazars Wealth Advisors
Missouri
$459K -$230K -991 -33%
MC
743
Moors & Cabot
Massachusetts
$458K -$68.3K -295 -13%
SI
744
Stephens Inc
Arkansas
$454K -$12.3K -53 -3%
IPW
745
Impact Partnership Wealth
Georgia
$449K +$461K +1,991 New
BEAM
746
Baker Ellis Asset Management
Washington
$446K
PWA
747
Phoenix Wealth Advisors
North Carolina
$446K +$4.17K +18 +0.9%
AG
748
Ascent Group
Virginia
$446K +$9.26K +40 +2%
DADC
749
D.A. Davidson & Co
Montana
$445K +$20.8K +90 +5%
SPC
750
Sigma Planning Corp
Michigan
$445K -$80.4K -347 -15%