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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
501
Clarius Group LLC
Washington
$391K -$6.07K -16 -2%
TPWA
502
Twin Peaks Wealth Advisors
California
$388K +$360K +950 New
EI
503
Ellevest Inc
New York
$385K -$27.3K -72 -7%
MAM
504
MWA Asset Management
Massachusetts
$381K +$354K +933 New
WI
505
Wintrust Investments
Illinois
$379K -$115K -303 -25%
TWM
506
Tanager Wealth Management
United Kingdom
$374K
NFSG
507
Newbridge Financial Services Group
Florida
$366K +$165K +436 +95%
AR
508
Advisory Research
Illinois
$363K +$53.5K +141 +19%
RJT
509
Raymond James Trust
Florida
$363K +$28.5K +75 +9%
ALAM
510
Asahi Life Asset Management
Japan
$362K +$336K +885 New
BAMF
511
BI Asset Management Fondsmaeglerselskab
Denmark
$361K -$159K -418 -32%
NA
512
NewEdge Advisors
Louisiana
$353K +$160K +423 +96%
AGA
513
Arkos Global Advisors
Texas
$348K
PTC
514
Petrus Trust Company
Texas
$345K +$321K +845 New
WC
515
Westwind Capital
New Mexico
$340K
PFS
516
Prospera Financial Services
Texas
$333K +$86.1K +227 +39%
SFA
517
Sequoia Financial Advisors
Ohio
$330K +$78.5K +207 +35%
HWM
518
HB Wealth Management
Georgia
$329K +$62.6K +165 +26%
AC
519
AWM Capital
Arizona
$329K -$759 -2 -0.2%
YCM
520
Yousif Capital Management
Michigan
$324K +$11.4K +30 +4%
AWS
521
Atria Wealth Solutions
New York
$323K -$1.9K -5 -0.6%
BWCS
522
Beirne Wealth Consulting Services
Connecticut
$320K +$297K +782 New
SW
523
SVB Wealth
Massachusetts
$319K -$248K -654 -46%
VanEck Associates
524
VanEck Associates
New York
$319K +$296K +781 New
OAM
525
Ostrum Asset Management
France
$317K -$257K -678 -47%