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Mizuho Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CWG
251
Cornerstone Wealth Group
North Carolina
$188K +$67.2K +7,485 +61%
PFA
252
Pure Financial Advisors
California
$184K +$39.2K +4,361 +29%
SAI
253
Savvy Advisors Inc
New York
$182K +$62.5K +6,953 +58%
HIP
254
HUB Investment Partners
Texas
$180K +$169K +18,841 New
MFA
255
Mayflower Financial Advisors
Massachusetts
$180K +$49.8K +5,539 +42%
FWP
256
Flatrock Wealth Partners
California
$180K +$17.4K +1,933 +11%
HNB
257
Hilltop National Bank
Wyoming
$179K
BBHC
258
Brown Brothers Harriman & Co
New York
$177K +$60K +6,681 +57%
CP
259
Canopy Partners
Ohio
$175K +$21.5K +2,398 +15%
OIS
260
OneAscent Investment Solutions
Alabama
$173K +$162K +18,045 New
SC
261
Sepio Capital
Utah
$173K +$13.7K +1,524 +9%
BIA
262
Barry Investment Advisors
Massachusetts
$171K +$395 +44 +0.2%
CWA
263
CogentBlue Wealth Advisors
Tennessee
$166K +$2.13K +237 +1%
PWM
264
Perigon Wealth Management
California
$166K +$29.7K +3,311 +24%
MIP
265
Marietta Investment Partners
Wisconsin
$165K
PCA
266
Pallas Capital Advisors
Massachusetts
$162K +$151K +16,867 New
Two Sigma Investments
267
Two Sigma Investments
New York
$157K -$86.2K -9,600 -37%
WFC
268
Western Financial Corp
California
$155K
GS
269
GTS Securities
Florida
$154K +$145K +16,110 New
CAM
270
Cresset Asset Management
Illinois
$153K -$76.9K -8,566 -35%
DWM
271
Diversify Wealth Management
Utah
$152K -$602 -67 -0.5%
DAS
272
Diversify Advisory Services
Utah
$152K +$129K +14,366 New
SMA
273
Seven Mile Advisory
New Jersey
$151K +$6.38K +710 +5%
FFG
274
Fiduciary Financial Group
California
$151K +$11.1K +1,235 +9%
FRA
275
Frank Rimerman Advisors
California
$149K +$139K +15,525 New