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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Avior Wealth Management
Nebraska
$65K +$67 +15 +0.1%
AF
252
Allworth Financial
California
$64.8K +$6.53K +1,465 +12%
RBI
253
Raiffeisen Bank International
Austria
$64.3K +$65K +14,578 New
State Street
254
State Street
Massachusetts
$64.2K +$64.6K +14,500 New
RPCONE
255
Retirement Planning Company of New England
Rhode Island
$63.2K +$7.98K +1,790 +14%
DWM
256
Drive Wealth Management
Utah
$63K +$1.78K +399 +3%
IAA
257
Independent Advisor Alliance
North Carolina
$62.5K -$89 -20 -0.1%
APG
258
Abacus Planning Group
South Carolina
$60.7K
MPW
259
Monterey Private Wealth
California
$60.6K +$61K +13,685 New
HAG
260
HighPoint Advisor Group
Illinois
$60.4K +$4.96K +1,112 +10%
CAI
261
Capital Advisors Inc
Oklahoma
$60.3K +$60.7K +13,616 New
GI
262
GAMMA Investing
California
$59.6K +$21.9K +4,909 +57%
ADL
263
Asset Dedication LLC
California
$59.6K -$13.4K -3,000 -18%
BFG
264
Bleakley Financial Group
New Jersey
$59.4K -$722 -162 -1%
Bank Julius Baer & Co
265
Bank Julius Baer & Co
Switzerland
$58.3K +$53.1K +11,915 New
SYBT
266
Stock Yards Bank & Trust
Kentucky
$57K
HWM
267
HB Wealth Management
Georgia
$56.2K +$468 +105 +0.8%
OBWG
268
Onyx Bridge Wealth Group
New York
$56.1K
HC
269
Hara Capital
Washington
$54.9K
GT
270
Greenleaf Trust
Michigan
$54.5K +$2.4K +538 +5%
AIA
271
Alternative Investment Advisors
Florida
$53.3K
NCM
272
Northside Capital Management
Oregon
$53.2K
VWM
273
Vigilare Wealth Management
Arizona
$53.2K
KP
274
Keel Point
Alabama
$52.7K -$143 -32 -0.3%
LNWTC
275
Laird Norton Wetherby Trust Company
Washington
$52.1K