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Name Holding Trade Value Shares
Change
Change in
Stake
TCA
501
Teewinot Capital Advisers
New York
$953K
IC
502
IEQ Capital
California
$952K +$6.51K +199 +0.8%
AWE
503
Avidian Wealth Enterprises
Texas
$939K +$15.5K +473 +2%
BSW
504
Buckingham Strategic Wealth
Missouri
$935K -$104K -3,169 -11%
BRWA
505
B. Riley Wealth Advisors
Florida
$927K +$47.5K +1,454 +6%
FNBTCON
506
First National Bank & Trust Co of Newtown
Pennsylvania
$921K -$3.27K -100 -0.4%
EWS
507
Evergreen Wealth Solutions
Pennsylvania
$920K +$799K +24,430 New
NRS
508
Neville Rodie & Shaw
New York
$913K
JIC
509
Johnson Investment Counsel
Ohio
$910K -$36.9K -1,129 -4%
WT
510
Whittier Trust
California
$905K
PCMM
511
Piedmont Capital Management (Montana)
Montana
$904K -$32.7K -1,000 -4%
VCA
512
Verdence Capital Advisors
Maryland
$902K +$248K +7,577 +46%
PFM
513
Parsec Financial Management
North Carolina
$897K -$9.81K -300 -1%
NA
514
NewEdge Advisors
Louisiana
$890K +$513K +15,678 +197%
IFS
515
Ifrah Financial Services
Arkansas
$880K -$5.92K -181 -0.8%
JCIA
516
Jackson Creek Investment Advisors
Colorado
$877K -$4.71K -144 -0.6%
CG
517
Cutler Group
California
$876K +$394K +12,049 +107%
FM
518
Foster & Motley
Ohio
$875K +$759K +23,221 New
ST
519
Smithfield Trust
Pennsylvania
$874K
OWA
520
One Wealth Advisors
California
$870K +$63.4K +1,938 +9%
CF
521
Copperwynd Financial
Arizona
$862K +$16.9K +516 +2%
TU
522
TDAM USA
Ontario, Canada
$854K -$33 -1 -0%
GC
523
Garde Capital
Washington
$853K
BS
524
Boenning & Scattergood
Pennsylvania
$848K +$23.3K +711 +3%
JF
525
Jump Financial
Illinois
$848K +$737K +22,524 New