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Name Holding Trade Value Shares
Change
Change in
Stake
SW
851
SVB Wealth
Massachusetts
$355K +$385K +9,864 New
IA
852
IFP Advisors
Florida
$353K -$66.2K -1,698 -15%
AAIS
853
ABN AMRO Investment Solutions
$353K -$211K -5,412 -36%
PA
854
Pinnacle Associates
New York
$353K -$302K -7,736 -44%
WBC
855
Westpac Banking Corp
Australia
$352K
FCG
856
Fielder Capital Group
Tennessee
$350K -$1.25K -32 -0.3%
KIA
857
KCM Investment Advisors
California
$349K
AWA
858
Aaron Wealth Advisors
Illinois
$348K +$38.3K +982 +11%
SDWIA
859
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$345K +$54.6K +1,400 +17%
MIM
860
MTM Investment Management
South Carolina
$344K -$40.1K -1,028 -10%
IFG
861
Independent Financial Group
California
$344K +$27.5K +706 +8%
IIC
862
Ironwood Investment Counsel
Arizona
$339K
MWM
863
Meridian Wealth Management
Kentucky
$338K -$9.29K -238 -2%
EWA
864
EverSource Wealth Advisors
Alabama
$338K +$211K +5,398 +134%
CIAS
865
CFS Investment Advisory Services
New Jersey
$338K -$8.11K -208 -2%
OFS
866
OneAscent Financial Services
Alabama
$338K +$367K +9,400 New
OAM
867
Oxford Asset Management
United Kingdom
$337K -$38.7K -992 -10%
TFF
868
The Family Firm
Maryland
$335K +$156 +4 +0%
WTC
869
WhitTier Trust Company
Nevada
$335K +$20.5K +526 +6%
HWA
870
Heritage Wealth Advisors
Virginia
$333K -$10.9K -280 -3%
CFS
871
Commonwealth Financial Services
West Virginia
$332K +$8.27K +212 +2%
CFP
872
Catalyst Financial Partners
Massachusetts
$330K -$3.9K -100 -1%
GWM
873
GSB Wealth Management
Connecticut
$330K +$1.17K +30 +0.3%
BCWM
874
Bartlett & Co Wealth Management
Ohio
$328K
SG Americas Securities
875
SG Americas Securities
New York
$327K -$16.3M -417,680 -98%