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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
751
Kingsview Wealth Management
Oregon
$479K +$23.1K +309 +5%
EW
752
Expressive Wealth
Illinois
$478K +$69.9K +934 +19%
PWM
753
Pines Wealth Management
North Carolina
$478K -$15.8K -211 -3%
VanEck Associates
754
VanEck Associates
New York
$477K +$23.4K +313 +5%
MG
755
Mather Group
Illinois
$476K -$34.4K -460 -6%
JF
756
Jump Financial
Illinois
$475K -$3.44M -46,007 -87%
BRWA
757
B. Riley Wealth Advisors
Florida
$474K -$52.6K -702 -9%
AUB
758
Atlantic Union Bankshares
Virginia
$472K -$161K -2,149 -24%
SB
759
Strategic Blueprint
Georgia
$469K +$57.7K +771 +13%
RWP
760
RWA Wealth Partners
Massachusetts
$468K -$39.6K -529 -7%
AAP
761
Arax Advisory Partners
Colorado
$465K -$271K -3,620 -36%
Koshinski Asset Management
762
Koshinski Asset Management
Illinois
$464K +$70.7K +944 +17%
TAM
763
Trust Asset Management
Texas
$461K
CA
764
CWC Advisors
Oregon
$461K -$3.14K -42 -0.6%
SEIA
765
Signature Estate & Investment Advisors
California
$459K -$204K -2,731 -30%
DWT
766
Dorsey & Whitney Trust
South Dakota
$458K -$273K -3,650 -36%
GWANC
767
Guardian Wealth Advisors (North Carolina)
North Carolina
$457K -$71.3K -952 -13%
XWL
768
XXI Wealth LLC
Illinois
$457K +$21.6K +288 +5%
VAS
769
Vestmark Advisory Solutions
Massachusetts
$457K -$654K -8,732 -57%
TPI
770
Trust Point Inc
Wisconsin
$454K +$118K +1,572 +32%
BS
771
Banco Santander
Spain
$452K
MYLI
772
Meiji Yasuda Life Insurance
Japan
$450K +$477K +6,370 New
HIP
773
HUB Investment Partners
Texas
$449K +$107K +1,429 +29%
HBT
774
Heartland Bank & Trust
Illinois
$448K +$13.3K +177 +3%
TCWA
775
Turtle Creek Wealth Advisors
Texas
$445K -$113K -1,508 -19%