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Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
351
TIAA Trust, National Association
North Carolina
$390K +$17.4K +243 +5%
AWM
352
Avior Wealth Management
Nebraska
$388K
WRPWM
353
Werba Rubin Papier Wealth Management
California
$386K -$10.8K -151 -3%
GSEP
354
Golden State Equity Partners
California
$382K +$4.22K +59 +1%
HH
355
Hilltop Holdings
Texas
$381K +$39.7K +555 +13%
CP
356
Canopy Partners
Ohio
$378K +$3.5K +49 +1%
AG
357
AlTi Global
New York
$377K +$52.1K +729 +18%
AP
358
Advisors Preferred
Maryland
$377K -$1.04M -14,545 -76%
FG
359
Foster Group
Iowa
$376K +$7.72K +108 +2%
NG
360
Norden Group
Utah
$373K +$134K +1,870 +65%
SMA
361
Sage Mountain Advisors
Georgia
$371K +$715 +10 +0.2%
1WA
362
180 Wealth Advisors
Washington
$369K -$26.5K -371 -7%
GA
363
Greenspring Advisors
Maryland
$365K +$331K +4,634 New
FPAS
364
Focus Partners Advisor Solutions
Missouri
$361K -$20K -279 -6%
EL
365
EWA LLC
Pennsylvania
$358K +$46K +643 +16%
SMA
366
Seven Mile Advisory
New Jersey
$355K -$46.4K -649 -13%
C
367
Certuity
Florida
$354K +$2.79K +39 +0.9%
NP
368
Nilsine Partners
Colorado
$341K +$15.7K +219 +5%
ATPW
369
Ashton Thomas Private Wealth
Arizona
$336K +$52.9K +740 +21%
FAM
370
Fred Alger Management
New York
$335K +$304K +4,257 New
MWM
371
Modern Wealth Management
Kansas
$335K +$76.7K +1,072 +34%
GWM
372
Geneos Wealth Management
Colorado
$332K
X
373
Xponance
Pennsylvania
$332K +$30.7K +429 +11%
HIP
374
HUB Investment Partners
Texas
$331K +$76.2K +1,066 +34%
MWM
375
Manske Wealth Management
Texas
$330K -$35.8K -500 -11%