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Mizuho Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
201
Truist Financial
North Carolina
$212K +$69.7K +10,191 +54%
EWM
202
Empirical Wealth Management
Washington
$212K -$87.4K -12,784 -31%
BIM
203
Baldwin Investment Management
Pennsylvania
$211K
APM
204
a16z Perennial Management
California
$209K +$73.7K +10,779 +60%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$209K +$23.1K +3,381 +13%
WA
206
Waverly Advisors
Alabama
$202K +$114K +16,664 +152%
FMI
207
Frec Markets Inc
California
$201K +$188K +27,481 New
OCA
208
OpenArc Corporate Advisory
Georgia
$200K +$186K +27,276 New
KWM
209
Kingsview Wealth Management
Oregon
$197K +$184K +26,880 New
AWA
210
Arkadios Wealth Advisors
Georgia
$195K +$24.7K +3,608 +16%
PSP
211
Principal Street Partners
Tennessee
$194K +$10.6K +1,555 +6%
PS
212
Principal Securities
Iowa
$190K +$83K +12,139 +88%
EI
213
Ellevest Inc
New York
$186K +$22.7K +3,317 +15%
BPA
214
Beacon Pointe Advisors
California
$186K +$1.46K +214 +0.8%
DWM
215
Dynasty Wealth Management
Florida
$186K +$18.8K +2,753 +12%
HAG
216
HighPoint Advisor Group
Illinois
$181K +$5.47K +801 +3%
FLPIM
217
F.L. Putnam Investment Management
Massachusetts
$179K +$4.36K +638 +3%
AG
218
AlTi Global
New York
$174K +$48.7K +7,121 +43%
WCFA
219
Walkner Condon Financial Advisors
Wisconsin
$172K +$7.01K +1,025 +5%
EWA
220
EP Wealth Advisors
California
$169K +$158K +23,128 New
State Street
221
State Street
Massachusetts
$166K +$9.43K +1,380 +6%
HH
222
Hilltop Holdings
Texas
$165K +$16.7K +2,450 +12%
SCA
223
Snowden Capital Advisors
New York
$163K -$807 -118 -0.5%
MOS
224
MGO One Seven
Ohio
$160K +$13.8K +2,013 +10%
NP
225
Nilsine Partners
Colorado
$158K +$7.37K +1,078 +5%