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Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
451
Prudential Financial
New Jersey
$843K -$62.7K -355 -7%
RIA
452
Realta Investment Advisors
Delaware
$838K -$30.2K -171 -4%
CFA
453
CWS Financial Advisors
Michigan
$831K -$107K -605 -12%
SFA
454
Sequoia Financial Advisors
Ohio
$825K +$71.5K +405 +10%
JCM
455
Jacobi Capital Management
Pennsylvania
$819K -$7.59K -43 -0.9%
BPC
456
Banque Pictet & Cie
Switzerland
$818K -$400K -2,265 -33%
PNAA
457
Pictet North America Advisors
Switzerland
$818K -$196K -1,109 -20%
MSFS
458
Main Street Financial Solutions
Pennsylvania
$813K +$41.6K +236 +6%
AM
459
AGF Management
Ontario, Canada
$807K -$26.5K -150 -3%
Pacer Advisors
460
Pacer Advisors
Pennsylvania
$805K +$24.9K +141 +3%
MPPW
461
Mitchell & Pahl Private Wealth
Oklahoma
$804K +$2.82K +16 +0.4%
CCG
462
Cypress Capital Group
Florida
$802K
AO
463
Advisor OS
Illinois
$798K -$13.9K -79 -2%
WG
464
Welch Group
Alabama
$797K
SIAP
465
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$787K
FFS
466
Founders Financial Securities
Maryland
$783K +$763K +4,321 New
PHS
467
Pekin Hardy Strauss
Illinois
$781K
ECM
468
Evergreen Capital Management
Washington
$780K +$4.59K +26 +0.6%
BFS
469
Bradley Foster & Sargent
Connecticut
$780K +$15K +85 +2%
GC
470
Grimes & Company
Massachusetts
$778K
CA
471
Cetera Advisors
Colorado
$777K +$19.6K +111 +3%
VCA
472
Verdence Capital Advisors
Maryland
$776K +$179K +1,016 +31%
CT
473
Caldwell Trust
Florida
$775K -$36.5K -207 -5%
S
474
SimplyRich
California
$770K +$84.2K +477 +13%
CAS
475
Coppell Advisory Solutions
Texas
$769K -$8.29K -47 -1%