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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
1226
Portside Wealth Group
Utah
$536K +$60.7K +931 +12%
Financial Engines Advisors
1227
Financial Engines Advisors
California
$534K -$4.43K -68 -0.8%
TAM
1228
Trillium Asset Management
Massachusetts
$532K -$170K -2,609 -26%
XSC
1229
X-Square Capital
Puerto Rico
$532K +$544K +8,347 New
CA
1230
Cullinan Associates
Kentucky
$531K +$1.3K +20 +0.2%
MW
1231
MBL Wealth
North Carolina
$531K +$283K +4,344 +109%
QWP
1232
Quotient Wealth Partners
Texas
$531K -$15.5K -238 -3%
MBTD
1233
Mechanics Bank - Trust Department
California
$529K -$4.89K -75 -0.9%
IWA
1234
Icon Wealth Advisors
Texas
$528K -$125K -1,918 -19%
ISL
1235
Ingalls & Snyder LLC
New York
$526K -$28.7K -440 -5%
BIAS
1236
Beacon Investment Advisory Services
New Jersey
$526K +$58.3K +895 +12%
IAS
1237
Integrity Advisory Solutions
Texas
$525K +$1.76K +27 +0.3%
CGPCS
1238
Capital Group Private Client Services
California
$524K -$22.4K -344 -4%
CHJWM
1239
Carlton Hofferkamp & Jenks Wealth Management
Texas
$522K -$10.8K -165 -2%
AA
1240
Acorns Advisers
California
$520K +$90.3K +1,385 +20%
JWA
1241
JFS Wealth Advisors
Pennsylvania
$520K -$128K -1,971 -19%
AFG
1242
Allegheny Financial Group
Pennsylvania
$519K -$8.08K -124 -1%
OCA
1243
OpenArc Corporate Advisory
Georgia
$519K +$531K +8,147 New
WA
1244
Wealth Alliance
New York
$518K +$140K +2,152 +36%
EF
1245
Exeter Financial
Arizona
$518K +$35.5K +544 +7%
NB
1246
Nicolet Bankshares
Wisconsin
$518K -$103K -1,578 -16%
FPF
1247
First Pacific Financial
Washington
$516K +$847 +13 +0.2%
BAM
1248
Belpointe Asset Management
Nevada
$513K +$525K +8,054 New
JAG
1249
Journey Advisory Group
Kentucky
$513K +$143K +2,200 +38%
MWM
1250
Modera Wealth Management
New Jersey
$512K -$9.26K -142 -2%