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Mizuho Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PP
76
PDS Planning
Ohio
$111K +$55.8K +18,261 +86%
QI
77
Qtron Investments
Massachusetts
$110K +$119K +39,000 New
SW
78
SVB Wealth
Massachusetts
$110K +$3.71K +1,212 +3%
PWPS
79
Pinnacle Wealth Planning Services
Ohio
$108K +$1.18K +386 +1%
OMC
80
Old Mission Capital
Illinois
$97.9K -$148K -48,241 -58%
SRC
81
Sage Rhino Capital
California
$95.9K +$6.35K +2,075 +6%
IC
82
IEQ Capital
California
$95.1K -$18.2K -5,956 -15%
PA
83
Parallel Advisors
California
$94.1K +$7.89K +2,580 +8%
BFEC
84
Benjamin F. Edwards & Company
Missouri
$93K +$101K +32,866 New
EL
85
EWA LLC
Pennsylvania
$92K +$95.8K +31,309 New
VFA
86
Valeo Financial Advisors
Indiana
$90.9K +$1.31K +430 +1%
Acadian Asset Management
87
Acadian Asset Management
Massachusetts
$83K +$91.1K +29,779 New
Prudential Financial
88
Prudential Financial
New Jersey
$79.3K +$47.9K +15,669 +126%
AA
89
Addison Advisors
Vermont
$74.5K +$3.53K +1,153 +5%
SMA
90
Sage Mountain Advisors
Georgia
$74.3K +$80.6K +26,356 New
Franklin Resources
91
Franklin Resources
California
$71.4K +$30.1K +9,850 +64%
P
92
Pitcairn
Pennsylvania
$71.2K +$26.8K +8,758 +53%
MWM
93
Merriman Wealth Management
Washington
$70.6K
KP
94
Keel Point
Alabama
$69K +$905 +296 +1%
BP
95
Ballentine Partners
Massachusetts
$66.5K +$12K +3,925 +20%
TPCW
96
TD Private Client Wealth
New York
$65.7K +$44.9K +14,681 +171%
BCI
97
Brinker Capital Investments
Pennsylvania
$65.6K
OPS
98
Orion Portfolio Solutions
Nebraska
$65.6K +$71.2K +23,267 New
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$65K +$14.9K +4,867 +27%
AssetMark Inc
100
AssetMark Inc
California
$61.9K +$44.5K +14,566 +198%