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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
476
Greykasell Wealth Strategies
California
$1.08M -$19.2K -187 -2%
CA
477
Clearstead Advisors
Ohio
$1.08M +$131K +1,274 +15%
BPA
478
Beacon Pointe Advisors
California
$1.08M -$8.51K -83 -0.8%
MTC
479
Matrix Trust Company
Colorado
$1.06M +$692K +6,755 +229%
AF
480
Allworth Financial
California
$1.06M +$155K +1,515 +19%
HT
481
Headlands Technologies
Illinois
$1.06M -$667K -6,504 -40%
CICI
482
Capital Investment Counsel Inc
North Carolina
$1.05M
BC
483
Burney Company
Virginia
$1.04M +$6.66K +65 +0.7%
BF
484
BOK Financial
Oklahoma
$1.04M -$201K -1,962 -17%
CFO
485
Callan Family Office
Pennsylvania
$1.03M +$224K +2,181 +30%
GC
486
Grimes & Company
Massachusetts
$1.01M -$189K -1,840 -17%
SFS
487
Sowell Financial Services
Arkansas
$1M -$19.7K -192 -2%
UCI
488
Uncommon Cents Investing
Wisconsin
$1M +$5.12K +50 +0.5%
SDWIA
489
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$993K
MFS
490
Madrona Financial Services
Washington
$979K -$44.1K -430 -5%
GDP
491
Great Diamond Partners
Maine
$979K
CRWM
492
Castle Rock Wealth Management
California
$969K +$512 +5 +0.1%
RWB
493
RMR Wealth Builders
New Jersey
$954K +$1.02K +10 +0.1%
AC
494
Apella Capital
Connecticut
$943K +$41.2K +402 +5%
SC
495
Syon Capital
California
$943K +$101K +985 +13%
TWG
496
The Wealth Group
Minnesota
$931K
IPAM
497
ICICI Prudential Asset Management
India
$923K +$37.4K +365 +5%
WPC
498
Wedmont Private Capital
Pennsylvania
$921K -$11.4K -111 -1%
Vontobel Holding
499
Vontobel Holding
Switzerland
$919K +$240K +2,341 +39%
DA
500
Denali Advisors
California
$914K +$82K +800 +11%