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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Avior Wealth Management
Nebraska
$279K -$142K -737 -34%
IAIM
227
Industrial Alliance Investment Management
Quebec, Canada
$278K
OC
228
Oppenheimer & Co
New York
$274K -$578 -3 -0.2%
MGWM
229
Marks Group Wealth Management
Minnesota
$274K -$19.4K -101 -7%
AWS
230
Atria Wealth Solutions
New York
$273K -$7.32K -38 -3%
PA
231
Parallel Advisors
California
$271K -$66.4K -345 -20%
HF
232
HRT Financial
New York
$270K +$271K +1,409 New
HSA
233
HBK Sorce Advisory
Pennsylvania
$269K +$270K +1,400 New
BTW
234
Boston Trust Walden
Massachusetts
$265K
SPIA
235
Steward Partners Investment Advisory
New York
$263K -$7.32K -38 -3%
SFA
236
Sequoia Financial Advisors
Ohio
$263K +$263K +1,366 New
KAS
237
Kestra Advisory Services
Texas
$260K +$260K +1,351 New
CIM
238
Chiron Investment Management
New York
$257K -$63.2K -328 -20%
RI
239
Redwood Investments
Massachusetts
$255K -$10.8K -56 -4%
SCA
240
Snowden Capital Advisors
New York
$252K -$3.27K -17 -1%
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$247K +$15.6K +81 +7%
DADC
242
D.A. Davidson & Co
Montana
$237K
PAG
243
Private Advisor Group
New Jersey
$234K -$15.8K -82 -5%
FNBOH
244
First National Bank of Hutchinson
Kansas
$234K -$10.4K -54 -4%
WANY
245
Wealthspire Advisors (New York)
New York
$233K +$233K +1,212 New
VCM
246
Vigilant Capital Management
Maine
$231K
CGL
247
Clarius Group LLC
Washington
$230K -$35.2K -183 -13%
BTWM
248
Baker Tilly Wealth Management
Wisconsin
$230K -$4.62K -24 -2%
BRWA
249
B. Riley Wealth Advisors
Florida
$228K -$42K -218 -16%
AT
250
Arden Trust
Delaware
$228K -$93.8K -487 -29%