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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
851
Octavia Wealth Advisors
Ohio
$563K -$26.4K -271 -5%
SW
852
SVB Wealth
Massachusetts
$563K +$515K +5,296 New
ATPW
853
Ashton Thomas Private Wealth
Arizona
$561K +$513K +5,275 New
UB
854
UMB Bank
Missouri
$560K -$25.6K -263 -5%
WT
855
Whittier Trust
California
$560K +$19.6K +202 +4%
PFA
856
Petra Financial Advisors
Colorado
$558K +$510K +5,247 New
Nomura Holdings
857
Nomura Holdings
Japan
$557K -$2.68M -27,580 -84%
OWMIAS
858
One Wealth Management Investment & Advisory Services
Florida
$557K +$2.43K +25 +0.5%
SF
859
Synovus Financial
Georgia
$550K -$80.4K -827 -14%
PM
860
Pembroke Management
Quebec, Canada
$549K -$129K -1,324 -27%
SWP
861
Sagespring Wealth Partners
Tennessee
$547K +$500K +5,140 New
FPAS
862
Focus Partners Advisor Solutions
Missouri
$546K +$389 +4 +0.1%
QCM
863
QRG Capital Management
Illinois
$543K +$220K +2,267 +80%
WP
864
Westmount Partners
California
$539K +$5.84K +60 +1%
WAG
865
Winthrop Advisory Group
Massachusetts
$539K -$24.8K -255 -5%
SMA
866
Seven Mile Advisory
New Jersey
$539K +$11.1K +114 +2%
KWS
867
Keystone Wealth Services
California
$538K +$48.3K +497 +11%
TCWM
868
Total Clarity Wealth Management
Illinois
$538K +$54.9K +564 +13%
CNWM
869
Clay Northam Wealth Management
California
$535K +$4.08K +42 +0.8%
PFS
870
Prospect Financial Services
New York
$535K +$140K +1,442 +40%
RIA
871
Realta Investment Advisors
Delaware
$534K -$81.6K -839 -15%
BCM
872
Berbice Capital Management
New York
$533K +$488K +5,013 New
JWM
873
JGP Wealth Management
Oregon
$532K – – –
ITFISA
874
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$532K +$486K +4,999 New
DA
875
Doliver Advisors
Texas
$531K -$89.2K -917 -16%