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Name Holding Trade Value Shares
Change
Change in
Stake
AWAU
301
Alliance Wealth Advisors (Utah)
Utah
$664K +$3.33K +23 +0.5%
AWM
302
Axxcess Wealth Management
California
$662K -$44.1K -305 -7%
ZB
303
Zions Bancorporation
Utah
$650K +$90.4K +625 +17%
KOC
304
Koss-Olinger Consulting
Florida
$648K -$1.26M -8,745 -68%
TPCW
305
TD Private Client Wealth
New York
$643K +$148K +1,026 +33%
PCIA
306
Prime Capital Investment Advisors
Kansas
$634K +$593K +4,102 New
TI
307
Tidal Investments
Wisconsin
$634K +$593K +4,101 New
CIBC Private Wealth Group
308
CIBC Private Wealth Group
Georgia
$632K -$289K -1,999 -33%
AWA
309
Aaron Wealth Advisors
Illinois
$628K +$65.5K +453 +13%
PAG
310
Private Advisor Group
New Jersey
$617K +$31.1K +215 +6%
AI
311
AdvisorShares Investments
Maryland
$617K +$577K +3,988 New
YIH
312
Y-Intercept (HK)
Hong Kong
$604K +$565K +3,906 New
NS
313
NBC Securities
Alabama
$587K -$578 -4 -0.1%
OWA
314
One Wealth Advisors
California
$586K +$548K +3,791 New
FW
315
FirstPurpose Wealth
Utah
$582K +$114K +787 +26%
IC
316
IEQ Capital
California
$581K +$54.5K +377 +11%
PP
317
PDS Planning
Ohio
$575K +$6.51K +45 +1%
BP
318
Ballentine Partners
Massachusetts
$573K +$157K +1,089 +42%
LMIM
319
Lockheed Martin Investment Management
Maryland
$572K +$535K +3,700 New
PGFC
320
Peapack-Gladstone Financial Corp
New Jersey
$571K +$289 +2 +0.1%
PA
321
Parallel Advisors
California
$555K -$22.3K -154 -4%
MWM
322
Modera Wealth Management
New Jersey
$553K -$2.75K -19 -0.5%
HSBC Holdings
323
HSBC Holdings
United Kingdom
$553K +$38.6K +267 +8%
AWS
324
Atria Wealth Solutions
New York
$546K +$201K +1,392 +65%
TW
325
TritonPoint Wealth
Maryland
$544K +$509K +3,521 New