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Name Holding Trade Value Shares
Change
Change in
Stake
GM
601
GeoWealth Management
Illinois
$646K -$179K -2,002 -21%
EH
602
Equitable Holdings
New York
$646K -$43K -480 -7%
SC
603
Syon Capital
California
$641K +$177K +1,971 +35%
KHCM
604
Kirtland Hills Capital Management
Ohio
$638K +$73.2K +817 +12%
TE
605
Tema ETFs
New York
$630K +$3.14K +35 +0.5%
SCM
606
Sone Capital Management
New York
$630K +$665K +7,420 New
FTWA
607
Fifth Third Wealth Advisors
Ohio
$628K +$19.7K +220 +3%
VFP
608
Verus Financial Partners
Virginia
$625K – – –
GIA
609
Gladstone Institutional Advisory
Florida
$624K +$65.3K +729 +11%
CCA
610
Checchi Capital Advisers
California
$619K +$80.5K +898 +14%
IAIM
611
International Assets Investment Management
Florida
$615K -$33.2K -371 -5%
CA
612
Commerzbank Aktiengesellschaft
Germany
$614K +$267K +2,980 +70%
SWA
613
Stratos Wealth Advisors
Ohio
$608K -$6.99K -78 -1%
CIS
614
Custom Index Systems
New York
$606K +$11K +123 +2%
PWP
615
Principle Wealth Partners
Connecticut
$602K +$635K +7,091 New
VT
616
Vise Technologies
New York
$601K – – –
AWE
617
Avidian Wealth Enterprises
Texas
$601K +$391K +4,366 +161%
ILI
618
Invesco LLC (Illinois)
Illinois
$592K -$18.5K -206 -3%
SAM
619
Sompo Asset Management
Japan
$587K +$134K +1,500 +28%
PFPG
620
Pinnacle Financial Partners (Georgia)
Georgia
$586K -$17.9K -200 -3%
BFS
621
Bradley Foster & Sargent
Connecticut
$584K -$18.4K -205 -3%
MWM
622
Modern Wealth Management
Kansas
$582K +$613K +6,835 New
Teacher Retirement System of Texas
623
Teacher Retirement System of Texas
Texas
$580K -$2.57M -28,710 -81%
AFCM
624
Applied Finance Capital Management
Puerto Rico
$578K +$19.4K +216 +3%
PFG
625
PAX Financial Group
Texas
$574K -$143K -1,598 -19%