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Name Holding Trade Value Shares
Change
Change in
Stake
FDP
876
Financiere des Professionnels
Quebec, Canada
$432K -$6.05K -21 -1%
AWM
877
Aberdeen Wealth Management
Illinois
$429K
KFI
878
Key Financial Inc
Pennsylvania
$428K +$412K +1,429 New
USWIA
879
UP Strategic Wealth Investment Advisors
Pennsylvania
$428K -$25.6K -89 -6%
FAN
880
Financial Advisors Network
California
$426K +$92.8K +322 +29%
WANY
881
Wealthspire Advisors (New York)
New York
$425K +$409K +1,418 New
ERSOT
882
Employees Retirement System of Texas
Texas
$425K +$409K +1,418 New
PCM
883
Polymer Capital Management
New York
$422K +$405K +1,407 New
RIG
884
RiverFront Investment Group
Virginia
$421K
EWM
885
Empirical Wealth Management
Washington
$416K -$111K -384 -22%
SYBT
886
Stock Yards Bank & Trust
Kentucky
$416K +$18.4K +64 +5%
SIMG
887
Sonora Investment Management Group
Arizona
$413K
GS
888
GTS Securities
Florida
$413K -$180K -626 -31%
PPWP
889
Premier Path Wealth Partners
New Jersey
$413K +$21K +73 +6%
Bank Julius Baer & Co
890
Bank Julius Baer & Co
Switzerland
$413K +$397K +1,378 New
CAG
891
Crestwood Advisors Group
Massachusetts
$413K +$63.1K +219 +19%
ALAM
892
Asahi Life Asset Management
Japan
$411K -$51.9K -180 -12%
EFM
893
E Fund Management
China
$408K -$68.6K -238 -15%
FFM
894
Forum Financial Management
Illinois
$408K +$1.15K +4 +0.3%
MAG
895
M3 Advisory Group
Massachusetts
$407K -$5.47K -19 -1%
OPWM
896
Oregon Pacific Wealth Management
Oregon
$405K +$43.2K +150 +12%
MA
897
MJP Associates
Connecticut
$402K +$7.49K +26 +2%
FRA
898
Frank Rimerman Advisors
California
$402K -$38.9K -135 -9%
TWA
899
TCI Wealth Advisors
Arizona
$399K +$2.59K +9 +0.7%
PP
900
PDS Planning
Ohio
$397K +$36.6K +127 +11%