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Name Holding Trade Value Shares
Change
Change in
Stake
CII
126
Capital International Inc
California
$797K +$768K +23,849 New
Charles Schwab
127
Charles Schwab
California
$789K +$310K +9,617 +69%
Citigroup
128
Citigroup
New York
$782K -$70.5K -2,189 -9%
MWM
129
Mission Wealth Management
California
$776K -$3.03K -94 -0.4%
IWA
130
Intercontinental Wealth Advisors
Texas
$775K +$4.6K +143 +0.6%
PAS
131
Park Avenue Securities
New York
$763K -$4.63K -144 -0.6%
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$760K +$20.7K +642 +3%
BL
133
Balentine LLC
Georgia
$753K +$151K +4,701 +26%
CP
134
Covenant Partners
Tennessee
$745K +$10.7K +333 +2%
CAN
135
Cetera Advisor Networks
California
$711K +$5.86K +182 +0.9%
Corient Private Wealth
136
Corient Private Wealth
Florida
$698K +$35.4K +1,101 +6%
VT
137
Vise Technologies
New York
$690K +$190K +5,898 +40%
SWS
138
SYSTM Wealth Solutions
Illinois
$656K +$6.79K +211 +1%
EGM
139
Engineers Gate Manager
New York
$655K +$631K +19,601 New
KAS
140
Kestra Advisory Services
Texas
$655K +$161K +5,013 +34%
AT
141
Arden Trust
Delaware
$644K -$24.3K -756 -4%
RJT
142
Raymond James Trust
Florida
$637K -$58.6K -1,822 -9%
SGA
143
Strategic Global Advisors
California
$631K -$61.8K -1,921 -9%
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$622K +$340K +10,563 +131%
CAM
145
Cidel Asset Management
Ontario, Canada
$621K -$35.9K -1,115 -6%
LSAG
146
Lake Street Advisors Group
New Hampshire
$618K +$32.6K +1,013 +6%
QT
147
Quantamental Technologies
New York
$610K +$588K +18,261 New
RJFSA
148
Raymond James Financial Services Advisors
Florida
$607K +$92.3K +2,867 +19%
QCG
149
Quadrant Capital Group
Ohio
$594K +$129 +4 +0%
Janus Henderson Group
150
Janus Henderson Group
$586K +$612 +19 +0.1%