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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
251
Perigon Wealth Management
California
$2.09M -$766K -3,711 -23%
State Street
252
State Street
Massachusetts
$2.08M
PMWMG
253
Parr McKnight Wealth Management Group
Minnesota
$2.08M -$258K -1,252 -9%
AWA
254
Aaron Wealth Advisors
Illinois
$2.08M +$380K +1,839 +18%
PS
255
Principal Securities
Iowa
$2.06M +$221K +1,069 +10%
MIC
256
Maxi Investments CY
Cyprus
$2.02M +$2.44M +11,800 New
BAM
257
Burkett Asset Management
$1.98M +$117K +567 +5%
RP
258
Ravenswood Partners
Virginia
$1.95M +$48.7K +236 +2%
AW
259
Alaethes Wealth
Nevada
$1.9M +$26.4K +128 +1%
UCFA
260
United Capital Financial Advisors
Texas
$1.87M -$64K -310 -3%
HW
261
Hancock Whitney
Mississippi
$1.87M +$1.84M +8,938 +437%
STA
262
Summit Trail Advisors
New York
$1.87M +$1.72M +8,350 +326%
GM
263
GeoWealth Management
Illinois
$1.86M +$848K +4,109 +61%
WP
264
Woodline Partners
California
$1.84M +$2.22M +10,768 New
CCM
265
Cox Capital Management
Massachusetts
$1.84M -$2.36M -11,413 -51%
NPT
266
National Philanthropic Trust
Pennsylvania
$1.76M +$2.12M +10,269 New
FRA
267
Frank Rimerman Advisors
California
$1.74M -$6.4K -31 -0.3%
GWMR
268
GC Wealth Management RIA
Massachusetts
$1.71M +$796K +3,859 +63%
WAM
269
Weatherly Asset Management
California
$1.7M +$1.65K +8 +0.1%
QI
270
Qtron Investments
Massachusetts
$1.66M -$413 -2 -0%
Twin Tree Management
271
Twin Tree Management
Texas
$1.65M -$4.18M -20,276 -68%
SWM
272
Sendero Wealth Management
Texas
$1.64M +$938K +4,543 +91%
FAFN
273
First Affirmative Financial Network
Colorado
$1.61M +$1.94M +9,383 New
Luther King Capital Management (LKCM)
274
Luther King Capital Management (LKCM)
Texas
$1.6M +$1.54M +7,471 +393%
PFS
275
Prospera Financial Services
Texas
$1.6M +$33.2K +161 +2%