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Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
526
Fifth Third Wealth Advisors
Ohio
$448K +$79.5K +292 +21%
PNC
527
Park National Corp
Ohio
$443K -$10.1K -37 -2%
HNW
528
High Note Wealth
Minnesota
$438K -$21K -77 -5%
CP
529
Canopy Partners
Ohio
$438K +$5.18K +19 +1%
ATIA
530
American Trust Investment Advisors
New Hampshire
$435K -$5.45K -20 -1%
MIM
531
Merrion Investment Management
New Jersey
$435K – – –
AAP
532
Arax Advisory Partners
Colorado
$432K -$56.9K -209 -11%
AA
533
Addison Advisors
Vermont
$431K +$5.18K +19 +1%
LW
534
Linscomb Wealth
Texas
$430K +$4.9K +18 +1%
AWM
535
Angeles Wealth Management
California
$430K -$16.9K -62 -4%
FG
536
Foster Group
Iowa
$430K +$140K +513 +47%
FDP
537
Financiere des Professionnels
Quebec, Canada
$430K +$436K +1,601 New
IWA
538
Icon Wealth Advisors
Texas
$429K -$89.9K -330 -17%
SWM
539
Spire Wealth Management
Virginia
$427K -$23.7K -87 -5%
KPWS
540
Kestra Private Wealth Services
Texas
$427K +$155K +570 +56%
X
541
Xponance
Pennsylvania
$424K +$19.3K +71 +5%
RS
542
Rakuten Securities
Japan
$421K +$397K +1,456 +1,300%
Brown Advisory
543
Brown Advisory
Maryland
$410K +$106K +390 +34%
IA
544
IFP Advisors
Florida
$408K +$48.8K +179 +13%
CAM
545
CenterStar Asset Management
Illinois
$408K +$413K +1,518 New
OC
546
Oppenheimer & Co
New York
$407K +$153K +562 +59%
SC
547
Savant Capital
Illinois
$405K -$124K -454 -23%
TYCC
548
Texas Yale Capital Corp
Florida
$403K -$54.5K -200 -12%
4WM
549
44 Wealth Management
Oregon
$398K -$34.6K -127 -8%
AWA
550
Arete Wealth Advisors
Illinois
$397K -$194K -714 -33%