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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
551
Icon Wealth Advisors
Texas
$397K +$4.76K +29 +1%
MC
552
Montag & Caldwell
Georgia
$393K -$493 -3 -0.1%
VAS
553
Vestmark Advisory Solutions
Massachusetts
$392K +$15.9K +97 +4%
IAA
554
Independent Advisor Alliance
North Carolina
$390K +$382K +2,326 New
IAS
555
Insigneo Advisory Services
Florida
$388K +$17.2K +105 +5%
HWM
556
HB Wealth Management
Georgia
$376K -$6.08K -37 -2%
TC
557
TwinBeech Capital
New York
$374K -$1.32M -8,055 -78%
AWE
558
Avidian Wealth Enterprises
Texas
$370K -$986 -6 -0.3%
VI
559
Versor Investments
New York
$369K +$361K +2,200 New
SGAM
560
Smith Group Asset Management
Texas
$367K
1WM
561
1858 Wealth Management
Ohio
$365K -$219K -1,334 -38%
AG
562
AIA Group
Hong Kong
$362K +$354K +2,156 New
SP
563
Sherman Porfolios
Idaho
$362K +$354K +2,156 New
EA
564
Emerald Advisers
Pennsylvania
$358K +$821 +5 +0.2%
CFO
565
Callan Family Office
Pennsylvania
$354K +$346K +2,109 New
W
566
WealthCollab
Washington
$353K
AAS
567
Avantax Advisory Services
Texas
$353K +$59K +359 +21%
Northwestern Mutual Wealth Management
568
Northwestern Mutual Wealth Management
Wisconsin
$352K +$64.4K +392 +23%
PPWP
569
Premier Path Wealth Partners
New Jersey
$346K +$7.72K +47 +2%
CGH
570
Crossmark Global Holdings
Texas
$346K +$1.64K +10 +0.5%
VT
571
Vise Technologies
New York
$342K +$63.7K +388 +23%
CPIG
572
Chicago Partners Investment Group
Illinois
$341K +$50.8K +309 +19%
RWM
573
Riverchase Wealth Management
Texas
$336K +$329K +2,000 New
BIG
574
Brooklyn Investment Group
New York
$330K -$6.24K -38 -2%
Jones Financial Companies
575
Jones Financial Companies
Missouri
$323K +$84.1K +512 +36%