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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Gibbs Wealth Management
Georgia
$817K +$883K +31,376 New
DWM
202
Dynasty Wealth Management
Florida
$810K -$14.6K -518 -2%
YCM
203
Yousif Capital Management
Michigan
$808K -$113K -4,034 -12%
GM
204
GeoWealth Management
Illinois
$808K +$120K +4,281 +16%
FFA
205
Farther Finance Advisors
California
$802K -$204K -7,252 -20%
HWM
206
HB Wealth Management
Georgia
$799K +$37.9K +1,349 +5%
Invesco
207
Invesco
Georgia
$798K -$663K -23,571 -43%
GT
208
Glenmede Trust
Pennsylvania
$797K -$105K -3,740 -11%
NEI
209
Northwest & Ethical Investments
Ontario, Canada
$792K – – –
M&T Bank
210
M&T Bank
New York
$791K -$116K -4,129 -12%
GWMR
211
GC Wealth Management RIA
Massachusetts
$771K +$120K +4,256 +17%
VCM
212
Versant Capital Management
Arizona
$764K +$160K +5,672 +24%
HNB
213
Huntington National Bank
Ohio
$740K -$173K -6,160 -18%
PAG
214
Private Advisor Group
New Jersey
$732K +$124K +4,397 +19%
AI
215
Atria Investments
North Carolina
$726K -$37.8K -1,345 -5%
BPA
216
Beacon Pointe Advisors
California
$716K +$560K +19,903 +262%
FAFN
217
First Affirmative Financial Network
Colorado
$716K +$773K +27,495 New
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$700K +$52.3K +1,859 +7%
SCP
219
Sivia Capital Partners
California
$696K +$28.8K +1,025 +4%
GCM
220
Gallacher Capital Management
Colorado
$694K +$34K +1,209 +5%
IWC
221
Integrated Wealth Concepts
Massachusetts
$675K +$75.2K +2,675 +12%
Tudor Investment Corp
222
Tudor Investment Corp
Connecticut
$674K -$1.98M -70,330 -73%
CA
223
Clearstead Advisors
Ohio
$665K +$718K +25,516 New
AP
224
Advisors Preferred
Maryland
$651K +$703K +24,993 New
SP
225
SIH Partners
Delaware
$646K – – –