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Name Holding Trade Value Shares
Change
Change in
Stake
SC
151
Syon Capital
California
$569K -$5.97K -714 -1%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$562K +$165K +19,763 +43%
OWA
153
One Wealth Advisors
California
$561K +$247K +29,525 +83%
FFS
154
Founders Financial Securities
Maryland
$552K +$543K +64,959 New
BTWM
155
Baker Tilly Wealth Management
Wisconsin
$525K +$241K +28,879 +88%
GT
156
Glenmede Trust
Pennsylvania
$516K +$38.9K +4,649 +8%
MOS
157
MGO One Seven
Ohio
$513K -$1.73K -207 -0.3%
AWS
158
Atria Wealth Solutions
New York
$493K +$281K +33,636 +140%
WA
159
WealthTrust Axiom
Pennsylvania
$488K +$19.3K +2,304 +4%
PMSA
160
Patrick M. Sweeney & Associates
Illinois
$480K -$628K -75,092 -57%
CPBTD
161
Central Pacific Bank - Trust Division
Hawaii
$474K +$475K +56,776 New
TWP
162
Tempus Wealth Planning
California
$465K +$17.9K +2,136 +4%
LNWWM
163
Laird Norton Wetherby Wealth Management
California
$445K +$19.3K +2,312 +5%
PA
164
Profund Advisors
Maryland
$444K -$61.3K -7,330 -12%
SIA
165
Schechter Investment Advisors
Michigan
$442K +$49.1K +5,873 +13%
NW
166
NewEdge Wealth
Pennsylvania
$433K -$7.66K -917 -2%
AGC
167
Aspen Grove Capital
Colorado
$433K +$23.1K +2,760 +6%
WA
168
Wealth Alliance
New York
$432K +$101K +12,114 +31%
IAS
169
Insigneo Advisory Services
Florida
$415K +$23.5K +2,808 +6%
WI
170
Wintrust Investments
Illinois
$409K -$74.5K -8,916 -16%
RJT
171
Raymond James Trust
Florida
$405K +$149K +17,839 +60%
VAS
172
Vestmark Advisory Solutions
Massachusetts
$403K -$21.7K -2,594 -5%
GAM
173
Groupama Asset Management
France
$402K +$799K +95,541 New
KAS
174
Kestra Advisory Services
Texas
$402K +$26.5K +3,170 +7%
CCMINC
175
Cardinal Capital Management Inc (North Carolina)
North Carolina
$383K +$40.7K +4,866 +12%