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Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$579K +$65.5K +2,045 +11%
FHC
177
First Heartland Consultants
Missouri
$573K -$23.2K -725 -4%
MA
178
Modus Advisors
Minnesota
$572K
FPS
179
Fieldpoint Private Securities
Connecticut
$570K -$4.77K -149 -0.8%
CWM
180
C2C Wealth Management
Arizona
$566K
Manulife (Manufacturers Life Insurance)
181
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$566K -$15.6K -486 -2%
HWM
182
HB Wealth Management
Georgia
$549K -$82.3K -2,569 -12%
AWS
183
Atria Wealth Solutions
New York
$546K +$269K +8,384 +81%
GAM
184
Griffin Asset Management
New York
$528K +$6.08K +190 +1%
SEI Investments
185
SEI Investments
Pennsylvania
$517K +$568K +17,725 New
Mercer Global Advisors
186
Mercer Global Advisors
Colorado
$515K -$53.1K -1,659 -9%
FCI
187
Financial Counselors Inc
Kansas
$497K
MC
188
Moors & Cabot
Massachusetts
$487K -$50.4K -1,575 -9%
William Blair & Company
189
William Blair & Company
Illinois
$482K +$207K +6,467 +64%
LW
190
Linscomb Wealth
Texas
$462K -$130K -4,055 -20%
HT
191
Heritage Trust
Oklahoma
$460K +$506K +15,795 New
BRWA
192
B. Riley Wealth Advisors
Florida
$457K -$8.94K -279 -2%
MP
193
McDonald Partners
Ohio
$452K +$7.33K +229 +1%
SBIA
194
Sheaff Brock Investment Advisors
Indiana
$447K +$23.9K +747 +5%
Ameriprise
195
Ameriprise
Minnesota
$445K -$18.7K -583 -4%
SPIA
196
Steward Partners Investment Advisory
New York
$444K +$39.8K +1,242 +9%
IA
197
IFP Advisors
Florida
$442K
IC
198
Inscription Capital
Texas
$432K +$475K +14,824 New
SG Americas Securities
199
SG Americas Securities
New York
$430K -$233K -7,271 -33%
UCFA
200
United Capital Financial Advisors
Texas
$407K +$65.3K +2,040 +17%