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Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
476
Fifth Third Wealth Advisors
Ohio
$304K +$37.4K +297 +14%
MSA
477
MUFG Securities Americas
New York
$300K +$291K +2,315 New
WBC
478
Westpac Banking Corp
Australia
$300K -$70K -556 -19%
KAS
479
Kestra Advisory Services
Texas
$299K +$12.2K +97 +4%
Vanguard Capital Wealth Advisors
480
Vanguard Capital Wealth Advisors
Colorado
$298K +$290K +2,300 New
EI
481
Ellevest Inc
New York
$293K +$285K +2,262 New
UCFA
482
United Capital Financial Advisors
Texas
$293K -$33K -262 -10%
WW
483
Westshore Wealth
California
$290K -$9.44K -75 -3%
CAM
484
Claret Asset Management
Quebec, Canada
$290K +$1.89K +15 +0.7%
MOS
485
MGO One Seven
Ohio
$287K +$279K +2,213 New
HI
486
Horizon Investments
North Carolina
$277K +$2.14K +17 +0.8%
CWM
487
Calamos Wealth Management
Illinois
$273K +$265K +2,105 New
Carson Wealth (CWM LLC)
488
Carson Wealth (CWM LLC)
Nebraska
$271K -$11.2K -89 -4%
SB
489
Simmons Bank
Arkansas
$270K -$12.6K -100 -5%
JSL
490
JT Stratford LLC
Georgia
$269K +$262K +2,078 New
TAM
491
Tocqueville Asset Management
New York
$268K +$881 +7 +0.3%
GSC
492
Ground Swell Capital
South Carolina
$266K +$258K +2,051 New
QPW
493
Quantum Private Wealth
Florida
$265K
OC
494
Oppenheimer & Co
New York
$260K -$31.5K -250 -11%
PA
495
Pinnacle Associates
New York
$259K +$252K +2,002 New
HA
496
Harbor Advisors
Florida
$259K
NWAG
497
Net Worth Advisory Group
Utah
$253K -$6.55K -52 -3%
LNWWM
498
Laird Norton Wetherby Wealth Management
California
$253K +$4.16K +33 +2%
TIA
499
Trust Investment Advisors
Indiana
$245K +$238K +1,894 New
GT
500
Glenmede Trust
Pennsylvania
$242K +$235K +1,868 New