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Name Holding Trade Value Shares
Change
Change in
Stake
VFG
226
Victory Financial Group
Texas
$887K +$927K +27,178 New
Focus Partners Wealth
227
Focus Partners Wealth
Massachusetts
$879K -$63.6K -1,865 -6%
TWP
228
Tempus Wealth Planning
California
$877K +$917K +26,879 New
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$864K -$155K -4,548 -15%
Corient Private Wealth
230
Corient Private Wealth
Florida
$863K -$96.4K -2,824 -10%
DZ Bank
231
DZ Bank
Germany
$861K +$99.6K +2,920 +12%
LNWWM
232
Laird Norton Wetherby Wealth Management
California
$834K +$872K +25,566 New
WPW
233
Warther Private Wealth
Ohio
$826K -$15.1M -443,625 -95%
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$802K -$6.89M -201,850 -89%
Cerity Partners
235
Cerity Partners
New York
$785K -$85.7K -2,513 -9%
WI
236
Wahed Invest
New York
$782K -$10.7K -315 -1%
MAM
237
Milestone Asset Management
Pennsylvania
$780K +$816K +23,903 New
GWM
238
GK Wealth Management
Nevada
$780K +$52.9K +1,549 +7%
Zurich Cantonal Bank
239
Zurich Cantonal Bank
Switzerland
$770K +$183K +5,355 +29%
MICM
240
Matthews International Capital Management
California
$767K -$3.09M -90,423 -79%
VAM
241
Veritas Asset Management
United Kingdom
$744K
Nomura Holdings
242
Nomura Holdings
Japan
$742K +$776K +22,744 New
HCA
243
Harbour Capital Advisors
Virginia
$733K -$18.1K -530 -2%
YCM
244
Yousif Capital Management
Michigan
$728K +$33.6K +985 +5%
CP
245
CenterBook Partners
Connecticut
$722K +$488K +14,292 +183%
FFA
246
Farther Finance Advisors
California
$719K +$697K +20,425 +1,273%
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
$715K +$299K +8,771 +67%
AAM
248
Advisors Asset Management
Colorado
$709K -$3.28K -96 -0.4%
VA
249
Vident Advisory
Georgia
$703K +$238K +6,978 +48%
MP
250
Mangrove Partners
Connecticut
$694K +$725K +21,256 New