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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
276
Laird Norton Wetherby Wealth Management
California
$168K -$71.4K -6,194 -26%
VWA
277
Visionary Wealth Advisors
Illinois
$168K -$3.35K -291 -2%
TWM
278
Tradition Wealth Management
Minnesota
$166K – – –
PFWA
279
Paces Ferry Wealth Advisors
Georgia
$165K +$27.1K +2,353 +16%
SPIA
280
Steward Partners Investment Advisory
New York
$165K -$1.73K -150 -0.9%
AWM
281
Activest Wealth Management
Florida
$163K -$3.46K -300 -2%
OIA
282
OneDigital Investment Advisors
Kansas
$163K -$49.6K -4,302 -20%
IIA
283
IPG Investment Advisors
California
$162K +$20.5K +1,782 +12%
1832 Asset Management
284
1832 Asset Management
Ontario, Canada
$161K +$189K +16,400 +16,400%
GCS
285
Gordian Capital (Singapore)
Singapore
$159K -$3.46K -300 -2%
FMP
286
Financial Management Professionals
Texas
$156K +$369 +32 +0.2%
FTDI
287
First Trust Direct Indexing
Massachusetts
$154K -$3.06M -265,862 -94%
FHC
288
First Heartland Consultants
Missouri
$154K +$11.2K +972 +7%
CF
289
Copperwynd Financial
Arizona
$152K -$40.3K -3,500 -18%
BFS
290
Bard Financial Services
Connecticut
$150K -$25.9K -2,250 -13%
IWM
291
IHT Wealth Management
Illinois
$146K +$39.7K +3,449 +30%
SWP
292
Stratos Wealth Partners
Ohio
$146K -$25K -2,170 -13%
KeyBank National Association
293
KeyBank National Association
Ohio
$140K +$14K +1,215 +9%
Corient Private Wealth
294
Corient Private Wealth
Florida
$140K +$166K +14,365 New
VFA
295
Valeo Financial Advisors
Indiana
$139K -$19.6K -1,701 -11%
BWP
296
BSW Wealth Partners
Colorado
$138K +$164K +14,202 New
MTWM
297
Masso Torrence Wealth Management
New Jersey
$136K – – –
PFO
298
Pathstone Family Office
New Jersey
$135K -$189K -16,408 -56%
SIA
299
SkyView Investment Advisors
New Jersey
$132K +$156K +13,500 New
FCAG
300
First Capital Advisors Group
New Jersey
$132K +$156K +13,500 New