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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
551
IVC Wealth Advisors
Pennsylvania
$709K
Wealthfront Advisers
552
Wealthfront Advisers
California
$699K -$88.9K -416 -11%
C1AG
553
Client 1st Advisory Group
Florida
$698K
SW
554
SlateStone Wealth
Florida
$697K +$748K +3,502 New
BOM
555
Bank of Marin
California
$692K -$39.5K -185 -5%
AWS
556
Atria Wealth Solutions
New York
$680K -$44.9K -210 -6%
KAS
557
Kestra Advisory Services
Texas
$675K -$867K -4,058 -54%
FPA
558
First Pacific Advisors
California
$673K
GTAM
559
Global Trust Asset Management
Florida
$672K -$1.07K -5 -0.1%
FB
560
Fulton Bank
Pennsylvania
$672K +$60.7K +284 +9%
SIM
561
Sentry Investment Management
Wisconsin
$669K +$237K +1,108 +49%
BCM
562
Brookstone Capital Management
Illinois
$667K -$6.84K -32 -1%
VI
563
Versor Investments
New York
$667K -$436K -2,039 -38%
RCM
564
Ratan Capital Management
Florida
$665K
APWM
565
Atlas Private Wealth Management
New York
$661K
MYAM
566
Meiji Yasuda Asset Management
Japan
$653K -$269K -1,260 -28%
BC
567
Bowman & Company
Wisconsin
$652K +$66.5K +311 +10%
GCC
568
Guardian Capital (Canada)
Ontario, Canada
$641K -$80.6K -377 -10%
SCA
569
Snowden Capital Advisors
New York
$635K -$22K -103 -3%
OHWP
570
Oak Harbor Wealth Partners
North Carolina
$631K +$143K +671 +27%
HCA
571
Harbor Capital Advisors
Illinois
$629K +$676K +3,164 New
IAN
572
Integrated Advisors Network
Texas
$622K -$314K -1,468 -32%
EMG
573
ETF Managers Group
New Jersey
$621K +$9.83K +46 +1%
JFG
574
Jefferies Financial Group
New York
$620K -$713K -3,335 -52%
AWM
575
Ameliora Wealth Management
Switzerland
$615K +$660K +3,090 New