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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
401
Mission Wealth Management
California
$227K – – –
PWMAG
402
Pinnacle Wealth Management Advisory Group
New Jersey
$226K +$2.89K +13 +1%
PI
403
PFS Investments
Georgia
$224K +$240K +1,080 New
WI
404
Wahed Invest
New York
$223K +$4.23K +19 +2%
RCA
405
Resonant Capital Advisors
Wisconsin
$223K – – –
JE
406
JMAC Enterprises
Pennsylvania
$218K +$227K +1,020 New
ABC
407
Associated Banc-Corp
Wisconsin
$217K +$226K +1,014 New
GGS
408
Galvin Gaustad & Stein
Arizona
$215K +$224K +1,007 New
MSCM
409
McElhenny Sheffield Capital Management
Texas
$214K -$445 -2 -0.2%
BFS
410
Bradley Foster & Sargent
Connecticut
$214K +$223K +1,000 New
MCM
411
Manchester Capital Management
Vermont
$213K – – –
MCA
412
Millennium Capital Advisors
Arkansas
$208K +$217K +975 New
SPC
413
Sigma Planning Corp
Michigan
$207K +$216K +969 New
HSBC Holdings
414
HSBC Holdings
United Kingdom
$206K -$1.42M -6,375 -87%
SBIA
415
Sheaff Brock Investment Advisors
Indiana
$201K +$209K +940 New
AWS
416
Atria Wealth Solutions
New York
$200K +$209K +938 New
IWP
417
Icon Wealth Partners
Texas
$198K +$206K +925 New
O
418
Ossiam
France
$192K +$200K +897 New
BAM
419
Belpointe Asset Management
Nevada
$188K +$9.57K +43 +5%
CFGS
420
Concourse Financial Group Securities
Alabama
$175K -$72.8K -327 -28%
HIA
421
Harbor Investment Advisory
Maryland
$173K -$1.11K -5 -0.6%
SPIA
422
Steward Partners Investment Advisory
New York
$160K -$7.12K -32 -4%
Robeco Institutional Asset Management
423
Robeco Institutional Asset Management
Netherlands
$154K +$160K +719 New
AAP
424
Arax Advisory Partners
Colorado
$149K +$4.23K +19 +3%
GBT
425
Grove Bank & Trust
Florida
$148K +$6.23K +28 +4%