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Mizuho Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
151
Focus Partners Advisor Solutions
Missouri
$167K +$94.1K +17,113 +131%
PGFC
152
Peapack-Gladstone Financial Corp
New Jersey
$163K
SMA
153
Sage Mountain Advisors
Georgia
$161K +$2.62K +477 +2%
KP
154
Keel Point
Alabama
$160K -$83 -15 -0.1%
BIM
155
Baldwin Investment Management
Pennsylvania
$159K +$158K +28,800 New
X
156
Xponance
Pennsylvania
$158K +$7.08K +1,288 +5%
AG
157
Ascent Group
Virginia
$152K +$151K +27,516 New
Invesco
158
Invesco
Georgia
$151K +$2.3K +418 +2%
Lido Advisors
159
Lido Advisors
California
$151K +$2.97K +540 +2%
SW
160
SVB Wealth
Massachusetts
$149K -$7.49K -1,362 -5%
AWM
161
Axxcess Wealth Management
California
$149K -$6.36K -1,157 -4%
WA
162
Wealthstream Advisors
New York
$149K -$1.11K -202 -0.7%
MGWM
163
Marks Group Wealth Management
Minnesota
$145K +$1.85K +336 +1%
ACA
164
Atlas Capital Advisors
Wyoming
$143K +$143K +25,927 New
BTI
165
Blue Trust Inc
Georgia
$141K -$2.44K -444 -2%
LC
166
Lindbrook Capital
California
$139K +$17.5K +3,179 +14%
CGL
167
Clarius Group LLC
Washington
$138K +$3.3K +600 +2%
PSP
168
Principal Street Partners
Tennessee
$138K
KeyBank National Association
169
KeyBank National Association
Ohio
$135K +$17.7K +3,222 +15%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$132K -$8.06K -1,465 -6%
STA
171
Summit Trail Advisors
New York
$129K -$9.15K -1,664 -7%
TPI
172
Trust Point Inc
Wisconsin
$121K +$39 +7 +0%
WPC
173
Wedmont Private Capital
Pennsylvania
$121K +$4.32K +786 +3%
RI
174
Redwood Investments
Massachusetts
$119K +$119K +21,593 New
HSBC Holdings
175
HSBC Holdings
United Kingdom
$117K +$117K +21,206 New