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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
526
Opal Wealth Advisors
New York
$202K +$177K +600 New
GWM
527
Geneos Wealth Management
Colorado
$184K +$1.77K +6 +1%
SWM
528
Spire Wealth Management
Virginia
$179K -$29.5K -100 -16%
AF
529
Allworth Financial
California
$172K +$61.3K +208 +68%
CAL
530
Capital Advisors Ltd
Ohio
$158K – – –
FFWA
531
FRG Family Wealth Advisors
Washington
$149K +$147K +500 New
FHA
532
First Horizon Advisors
Tennessee
$143K -$12.4K -42 -9%
RAM
533
Ramirez Asset Management
New York
$126K +$111K +375 New
SC
534
SouthState Corp
Florida
$123K +$108K +367 New
HCM
535
Hollencrest Capital Management
California
$122K – – –
FFA
536
Farther Finance Advisors
California
$120K +$6.49K +22 +6%
CFGS
537
Concourse Financial Group Securities
Alabama
$108K -$17.1K -58 -15%
MG
538
Mather Group
Illinois
$102K +$106K +360 New
AA
539
Alta Advisers
United Kingdom
$101K – – –
Nomura Asset Management
540
Nomura Asset Management
Japan
$94.4K – – –
UB
541
UMB Bank
Missouri
$91K +$79.9K +271 New
BF
542
BOK Financial
Oklahoma
$90.6K +$15.9K +54 +25%
C
543
Covestor
United Kingdom
$87K -$61.3K -208 -45%
EWA
544
EverSource Wealth Advisors
Alabama
$84.3K +$12.4K +42 +17%
FMP
545
Financial Management Professionals
Texas
$80K – – –
Asset Management One
546
Asset Management One
Japan
$73.9K – – –
QCG
547
Quadrant Capital Group
Ohio
$73.9K +$2.36K +8 +4%
HI
548
Harbour Investments
Wisconsin
$72.9K -$4.13K -14 -6%
Sands Capital Management
549
Sands Capital Management
Virginia
$66.9K -$590 -2 -1%
WTC
550
WhitTier Trust Company
Nevada
$63.5K +$44.8K +152 +411%