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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
326
Intercontinental Wealth Advisors
Texas
$713K +$8.48K +147 +1%
TA
327
Tiedemann Advisors
New York
$704K +$115 +2 +0%
CA
328
Clearstead Advisors
Ohio
$703K -$8.54K -148 -1%
PCH
329
Polar Capital Holdings
United Kingdom
$695K +$7.79K +135 +1%
MML Investors Services
330
MML Investors Services
Massachusetts
$692K -$116K -2,009 -16%
CAM
331
Crestone Asset Management
Colorado
$684K -$6.98K -121 -1%
SAM
332
Silvercrest Asset Management
New York
$683K -$111K -1,922 -15%
KAS
333
Kestra Advisory Services
Texas
$675K +$28.3K +490 +5%
Brown Advisory
334
Brown Advisory
Maryland
$651K -$173K -3,000 -23%
PCM
335
Palisade Capital Management
New Jersey
$650K
SI
336
Stephens Inc
Arkansas
$638K +$5.65K +98 +1%
TSS
337
Two Sigma Securities
New York
$626K -$2.11M -36,556 -79%
AWS
338
Atria Wealth Solutions
New York
$625K -$195K -3,383 -26%
SFG
339
Synergy Financial Group
California
$621K -$36.2K -627 -6%
CLOS
340
Compagnie Lombard Odier SCmA
Switzerland
$604K -$44.4K -770 -8%
FPF
341
First Pacific Financial
Washington
$604K +$6K +104 +1%
QPBE
342
Quintet Private Bank (Europe)
Luxembourg
$601K +$986K +17,088 New
BBVA
343
Banco Bilbao Vizcaya Argentaria
Spain
$596K -$53.3K -924 -9%
NW
344
Naviter Wealth
Arkansas
$591K +$531K +9,202 New
Fayez Sarofim & Co
345
Fayez Sarofim & Co
Texas
$581K +$16.7K +290 +3%
Nisa Investment Advisors
346
Nisa Investment Advisors
Missouri
$571K +$513K +8,892 New
M&T Bank
347
M&T Bank
New York
$560K +$503K +8,722 New
JMPWA
348
JP Morgan Private Wealth Advisors
California
$556K -$33.2K -576 -6%
MCM
349
McKinley Capital Management
Alaska
$552K +$495K +8,586 New
RWM
350
Ritholtz Wealth Management
New York
$548K +$248K +4,298 +102%