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Name Holding Trade Value Shares
Change
Change in
Stake
AF
326
Allworth Financial
California
$298K +$56.3K +455 +25%
HWAM
327
Hennion & Walsh Asset Management
New Jersey
$296K -$79.6K -643 -22%
FMTC
328
Farmers & Merchants Trust Company
California
$296K -$6.69K -54 -2%
HWM
329
HB Wealth Management
Georgia
$294K +$47.2K +381 +21%
NLWP
330
Next Level Wealth Planning
Idaho
$294K +$276K +2,225 New
AI
331
Arrien Investments
Idaho
$288K -$26.5K -214 -9%
Vanguard Capital Wealth Advisors
332
Vanguard Capital Wealth Advisors
Colorado
$283K +$1.86K +15 +0.7%
TIAA Trust, National Association
333
TIAA Trust, National Association
North Carolina
$282K +$264K +2,133 New
LCWP
334
Legacy Capital Wealth Partners
Arkansas
$279K +$619 +5 +0.2%
MAS
335
Meeder Advisory Services
Ohio
$278K +$12.3K +99 +5%
QL
336
Quarry LP
New York
$271K -$407K -3,284 -62%
CTC
337
Central Trust Company
Missouri
$268K +$61.9K +500 +33%
FHA
338
Flagship Harbor Advisors
Massachusetts
$267K -$1.61K -13 -0.6%
ISL
339
Ingalls & Snyder LLC
New York
$264K
BP
340
Ballentine Partners
Massachusetts
$263K +$6.93K +56 +3%
KAS
341
Kestra Advisory Services
Texas
$263K +$246K +1,987 New
LAM
342
Longboard Asset Management
Arizona
$258K
AWM
343
Apollon Wealth Management
South Carolina
$255K +$8.67K +70 +4%
CFO
344
Callan Family Office
Pennsylvania
$253K +$2.23K +18 +0.9%
SCM
345
Shelton Capital Management
Colorado
$252K
SPA
346
Sherbrooke Park Advisers
New York
$250K +$234K +1,890 New
Artisan Partners
347
Artisan Partners
Wisconsin
$249K
JWM
348
JGP Wealth Management
Oregon
$249K
WA
349
Waverly Advisors
Alabama
$248K +$232K +1,877 New
NA
350
NewEdge Advisors
Louisiana
$240K -$372 -3 -0.2%