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Name Holding Trade Value Shares
Change
Change in
Stake
CA
851
Claro Advisors
Massachusetts
$564K -$37.1K -381 -7%
OWA
852
Octavia Wealth Advisors
Ohio
$563K -$26.4K -271 -5%
SW
853
SVB Wealth
Massachusetts
$563K +$515K +5,296 New
ATPW
854
Ashton Thomas Private Wealth
Arizona
$561K +$513K +5,275 New
UB
855
UMB Bank
Missouri
$560K -$25.6K -263 -5%
WT
856
Whittier Trust
California
$560K +$19.6K +202 +4%
PFA
857
Petra Financial Advisors
Colorado
$558K +$510K +5,247 New
Nomura Holdings
858
Nomura Holdings
Japan
$557K -$2.68M -27,580 -84%
OWMIAS
859
One Wealth Management Investment & Advisory Services
Florida
$557K +$2.43K +25 +0.5%
SF
860
Synovus Financial
Georgia
$550K -$80.4K -827 -14%
PM
861
Pembroke Management
Quebec, Canada
$549K -$129K -1,324 -27%
SWP
862
Sagespring Wealth Partners
Tennessee
$547K +$500K +5,140 New
FPAS
863
Focus Partners Advisor Solutions
Missouri
$546K +$389 +4 +0.1%
QCM
864
QRG Capital Management
Illinois
$543K +$220K +2,267 +80%
WP
865
Westmount Partners
California
$539K +$5.84K +60 +1%
WAG
866
Winthrop Advisory Group
Massachusetts
$539K -$24.8K -255 -5%
SMA
867
Seven Mile Advisory
New Jersey
$539K +$11.1K +114 +2%
KWS
868
Keystone Wealth Services
California
$538K +$48.3K +497 +11%
TCWM
869
Total Clarity Wealth Management
Illinois
$538K +$54.9K +564 +13%
CNWM
870
Clay Northam Wealth Management
California
$535K +$4.08K +42 +0.8%
PFS
871
Prospect Financial Services
New York
$535K +$140K +1,442 +40%
RIA
872
Realta Investment Advisors
Delaware
$534K -$81.6K -839 -15%
BCM
873
Berbice Capital Management
New York
$533K +$488K +5,013 New
JWM
874
JGP Wealth Management
Oregon
$532K
ITFISA
875
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$532K +$486K +4,999 New