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Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
276
PNC Financial Services Group
Pennsylvania
$173K +$35.8K +3,105 +21%
FRM
277
Fox Run Management
Connecticut
$171K +$202K +17,531 New
LNWWM
278
Laird Norton Wetherby Wealth Management
California
$168K -$71.4K -6,194 -26%
VWA
279
Visionary Wealth Advisors
Illinois
$168K -$3.35K -291 -2%
TWM
280
Tradition Wealth Management
Minnesota
$166K
PFWA
281
Paces Ferry Wealth Advisors
Georgia
$165K +$27.1K +2,353 +16%
SPIA
282
Steward Partners Investment Advisory
New York
$165K -$1.73K -150 -0.9%
AWM
283
Activest Wealth Management
Florida
$163K -$3.46K -300 -2%
OIA
284
OneDigital Investment Advisors
Kansas
$163K -$49.6K -4,302 -20%
IIA
285
IPG Investment Advisors
California
$162K +$20.5K +1,782 +12%
1832 Asset Management
286
1832 Asset Management
Ontario, Canada
$161K +$189K +16,400 +16,400%
GCS
287
Gordian Capital (Singapore)
Singapore
$159K -$3.46K -300 -2%
FMP
288
Financial Management Professionals
Texas
$156K +$369 +32 +0.2%
FTDI
289
First Trust Direct Indexing
Massachusetts
$154K -$3.06M -265,862 -94%
FHC
290
First Heartland Consultants
Missouri
$154K +$11.2K +972 +7%
CF
291
Copperwynd Financial
Arizona
$152K -$40.3K -3,500 -18%
BFS
292
Bard Financial Services
Connecticut
$150K -$25.9K -2,250 -13%
IWM
293
IHT Wealth Management
Illinois
$146K +$39.7K +3,449 +30%
SWP
294
Stratos Wealth Partners
Ohio
$146K -$25K -2,170 -13%
KeyBank National Association
295
KeyBank National Association
Ohio
$140K +$14K +1,215 +9%
Corient Private Wealth
296
Corient Private Wealth
Florida
$140K +$166K +14,365 New
VFA
297
Valeo Financial Advisors
Indiana
$139K -$19.6K -1,701 -11%
BWP
298
BSW Wealth Partners
Colorado
$138K +$164K +14,202 New
MTWM
299
Masso Torrence Wealth Management
New Jersey
$136K
SIA
300
SkyView Investment Advisors
New Jersey
$132K +$156K +13,500 New