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Name Holding Trade Value Shares
Change
Change in
Stake
BEI
226
Benjamin Edwards Inc
Missouri
$268K +$17.1K +334 +7%
ASN
227
Advisory Services Network
Georgia
$260K +$67.4K +1,315 +36%
KWM
228
Kingsview Wealth Management
Oregon
$257K +$17.9K +349 +8%
WCM
229
Weaver Capital Management
Georgia
$238K -$5.43K -106 -2%
OCM
230
One Capital Management
California
$236K +$233K +4,538 New
AWM
231
Aprio Wealth Management
Georgia
$222K +$219K +4,279 New
HighTower Advisors
232
HighTower Advisors
Illinois
$219K +$216K +4,220 New
JGUA
233
John G. Ullman & Associates
New York
$203K +$200K +3,900 New
EWA
234
EverSource Wealth Advisors
Alabama
$172K -$718 -14 -0.4%
CFD
235
Creative Financial Designs
Indiana
$157K -$100K -1,960 -39%
HNB
236
Huntington National Bank
Ohio
$157K
QCG
237
Quadrant Capital Group
Ohio
$156K +$1.95K +38 +1%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$146K +$51.1K +997 +55%
1IA
239
1620 Investment Advisors
Massachusetts
$141K +$923 +18 +0.7%
DMIC
240
Dixon Mitchell Investment Counsel
British Columbia, Canada
$137K +$135K +2,640 New
PA
241
Parallel Advisors
California
$130K +$18.8K +366 +17%
KAS
242
Kestra Advisory Services
Texas
$118K +$117K +2,277 New
CIAM
243
Caitong International Asset Management
Hong Kong
$114K +$51.9K +1,012 +85%
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$108K +$564 +11 +0.5%
SAM
245
Smartleaf Asset Management
Massachusetts
$101K +$42.8K +835 +76%
CH
246
Cromwell Holdings
Wyoming
$96.1K +$666 +13 +0.7%
CLOS
247
Compagnie Lombard Odier SCmA
Switzerland
$77.5K
WC
248
Westerkirk Capital
$73.3K -$1.01M -19,700 -93%
MCM
249
MAI Capital Management
Ohio
$71.2K -$24.8K -483 -26%
FFA
250
Farther Finance Advisors
California
$71.1K +$2.92K +57 +4%