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Name Holding Trade Value Shares
Change
Change in
Stake
GJWM
701
Gilliland Jeter Wealth Management
Arkansas
$362K -$98.8K -896 -20%
MNBTD
702
Moody National Bank Trust Division
Texas
$361K
PPWP
703
Premier Path Wealth Partners
New Jersey
$361K +$1.98K +18 +0.5%
PWS
704
Precision Wealth Strategies
Missouri
$360K +$7.83K +71 +2%
NAS
705
Nicolet Advisory Services
Wisconsin
$356K +$3.31K +30 +0.9%
NIA
706
NIA Impact Advisors
California
$348K
PMSA
707
Patrick M. Sweeney & Associates
Illinois
$345K
Loomis, Sayles & Company
708
Loomis, Sayles & Company
Massachusetts
$345K -$101K -915 -21%
TPW
709
Transatlantique Private Wealth
New York
$345K -$496K -4,503 -57%
RA
710
RFG Advisory
Alabama
$345K +$3.64K +33 +1%
HWMO
711
Heritage Wealth Management (Ohio)
Ohio
$344K +$379K +3,435 New
CI Investments Inc
712
CI Investments Inc
Ontario, Canada
$343K -$29.5K -268 -7%
SCG
713
Sonata Capital Group
Washington
$343K
TCM
714
Teza Capital Management
Illinois
$342K +$366K +3,322 New
TC
715
TradeLink Capital
Illinois
$340K +$364K +3,300 New
SWP
716
Stratos Wealth Partners
Ohio
$336K +$1.65K +15 +0.5%
PWW
717
Pettyjohn Wood & White
Virginia
$336K
BCM
718
Becker Capital Management
Oregon
$335K
MAWA
719
Moss Adams Wealth Advisors
Washington
$331K +$22.6K +205 +7%
MFG
720
Menard Financial Group
Texas
$329K +$83.7K +759 +31%
AF
721
Allworth Financial
California
$326K +$182K +1,654 +121%
SAM
722
Secure Asset Management
Michigan
$325K +$348K +3,154 New
CUAMC
723
China Universal Asset Management Company
China
$324K +$86.9K +788 +33%
CAWM
724
Capital Advisors Wealth Management
Washington
$324K +$11.9K +108 +4%
BSW
725
Buckingham Strategic Wealth
Missouri
$321K +$101K +920 +42%