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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
526
Prasad Wealth Partners
Ohio
$2.92M +$33.1K +290 +1%
MAM
527
Milestone Asset Management
Pennsylvania
$2.91M +$2.91M +25,514 New
AV
528
ASR Vermogensbeheer
Netherlands
$2.88M -$253K -2,221 -8%
CW
529
CreativeOne Wealth
Kansas
$2.83M +$800K +7,010 +39%
FISPB
530
Fideuram - Intesa Sanpaolo Private Banking
$2.83M -$278K -2,437 -9%
IAIM
531
International Assets Investment Management
Florida
$2.82M +$508K +4,448 +24%
JWM
532
Jeppson Wealth Management
California
$2.81M +$4.68K +41 +0.2%
MOS
533
MGO One Seven
Ohio
$2.8M +$1.3M +11,412 +87%
PS
534
Principal Securities
Iowa
$2.79M -$37.9K -332 -1%
C
535
Certuity
Florida
$2.75M -$36.5K -320 -1%
MBI
536
Montrusco Bolton Investments
Quebec, Canada
$2.73M -$316K -2,769 -10%
KeyBank National Association
537
KeyBank National Association
Ohio
$2.72M -$63.2K -554 -2%
WA
538
Waverly Advisors
Alabama
$2.68M +$1.09M +9,519 +68%
PA
539
Parallel Advisors
California
$2.68M -$266K -2,335 -9%
CYG
540
Clean Yield Group
Vermont
$2.66M +$2.62M +22,973 +6,453%
MWM
541
Mission Wealth Management
California
$2.64M +$998K +8,749 +61%
Fisher Asset Management
542
Fisher Asset Management
Washington
$2.63M +$286K +2,509 +12%
MGP
543
Metis Global Partners
California
$2.62M -$2.08M -18,224 -44%
NFSG
544
Newbridge Financial Services Group
Florida
$2.62M +$1.48M +12,996 +131%
IIWM
545
Investment Insight Wealth Management
New York
$2.62M +$27.5K +241 +1%
FP
546
Financial Perspectives
Minnesota
$2.59M +$436K +3,818 +20%
SCM
547
Sterling Capital Management
North Carolina
$2.58M -$287K -2,513 -10%
EWA
548
EP Wealth Advisors
California
$2.57M +$142K +1,241 +6%
FBC
549
Fairfield, Bush & Co
Connecticut
$2.57M +$198K +1,735 +8%
TIS
550
Titan Investment Solutions
$2.56M +$1.8M +15,772 New