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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
576
Paulson Wealth Management
Illinois
$503K -$74.7K -350 -14%
UB
577
UMB Bank
Missouri
$495K +$1.49K +7 +0.3%
FRA
578
Frank Rimerman Advisors
California
$495K +$223K +1,043 +92%
NW
579
NewEdge Wealth
Pennsylvania
$494K +$251K +1,176 +119%
CG
580
Cynosure Group
Utah
$493K -$50.3K -236 -10%
RFC
581
Regions Financial Corp
Alabama
$492K -$4.05K -19 -0.9%
MG
582
Mather Group
Illinois
$489K +$209K +981 +84%
LIP
583
Lighthouse Investment Partners
Florida
$488K +$457K +2,141 New
MAS
584
Meeder Advisory Services
Ohio
$486K -$10K -47 -2%
WANY
585
Wealthspire Advisors (New York)
New York
$481K +$242K +1,133 +116%
CM
586
CastleKnight Management
New York
$479K
PCA
587
Pallas Capital Advisors
Massachusetts
$476K -$2.35K -11 -0.5%
BP
588
Ballentine Partners
Massachusetts
$470K -$4.91K -23 -1%
CWP
589
Cyndeo Wealth Partners
Florida
$469K +$439K +2,056 New
TM
590
Torren Management
California
$467K +$437K +2,050 New
APG
591
Abacus Planning Group
South Carolina
$461K -$1.49K -7 -0.3%
HIP
592
HUB Investment Partners
Texas
$461K +$4.91K +23 +1%
WG
593
Winton Group
United Kingdom
$459K +$429K +2,013 New
SOW
594
State of Wyoming
Wyoming
$459K -$13.2K -62 -3%
PL
595
Parthenon LLC
Kentucky
$456K
BCM
596
Brookstone Capital Management
Illinois
$451K -$233K -1,091 -36%
FWIA
597
Fort Washington Investment Advisors
Ohio
$449K -$9.6K -45 -2%
CGL
598
Clarius Group LLC
Washington
$439K +$100K +470 +32%
OL
599
Optas LLC
Texas
$438K +$120K +564 +42%
WAM
600
Watershed Asset Management
California
$435K +$407K +1,908 New