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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
551
Perigon Wealth Management
California
$201K +$200K +603 New
NW
552
NewEdge Wealth
Pennsylvania
$201K +$200K +602 New
SAM
553
Smartleaf Asset Management
Massachusetts
$198K
S
554
SignatureFD
Georgia
$188K +$28.6K +86 +18%
AIP
555
Ameritas Investment Partners
Nebraska
$187K -$21.6K -65 -10%
EP
556
Essential Partners
California
$177K +$83.7K +252 +90%
HNB
557
Huntington National Bank
Ohio
$175K +$17.3K +52 +11%
WSFS
558
Wilmington Savings Fund Society
Delaware
$170K -$1.99K -6 -1%
DMBA
559
Deseret Mutual Benefit Administrators
Utah
$131K -$13K -39 -9%
CA
560
Clearstead Advisors
Ohio
$129K +$120K +362 +1,392%
GWP
561
Gen-Wealth Partners
Michigan
$128K +$128K +384 New
MG
562
Mather Group
Illinois
$127K +$7.64K +23 +6%
Optiver Holding
563
Optiver Holding
Netherlands
$126K +$126K +378 New
AF
564
Aviso Financial
Ontario, Canada
$120K -$3.65K -11 -3%
HBW
565
Hazlett, Burt & Watson
West Virginia
$108K
Los Angeles Capital Management
566
Los Angeles Capital Management
California
$106K
LFG
567
Larson Financial Group
Missouri
$105K +$16.9K +51 +19%
GKIM
568
GW&K Investment Management
Massachusetts
$104K -$1.66K -5 -2%
IA
569
IFP Advisors
Florida
$101K +$41.8K +126 +71%
MA
570
MCF Advisors
Kentucky
$100K
GRP
571
Global Retirement Partners
California
$95.6K +$95.3K +287 New
CFO
572
CVA Family Office
Colorado
$84.7K +$7.31K +22 +9%
WBC
573
Westpac Banking Corp
Australia
$84.7K +$38.5K +116 +84%
MCM
574
Manchester Capital Management
Vermont
$84.3K -$332 -1 -0.4%
MPWT
575
MassMutual Private Wealth & Trust
Connecticut
$77.7K -$2.66K -8 -3%