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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
426
Wipfli Financial Advisors
Wisconsin
$82K +$90.4K +1,438 New
C
427
Covestor
United Kingdom
$81K +$38.3K +609 +75%
QWM
428
Quaker Wealth Management
New Jersey
$80K +$251 +4 +0.3%
IAN
429
Integrated Advisors Network
Texas
$80K +$23.5K +374 +36%
SYBT
430
Stock Yards Bank & Trust
Kentucky
$79K
TPWA
431
TRUE Private Wealth Advisors
Oregon
$78K
Fisher Asset Management
432
Fisher Asset Management
Washington
$78K +$63 +1 +0.1%
X
433
Xponance
Pennsylvania
$78K +$1.32K +21 +2%
APA
434
American Portfolios Advisors
New York
$77.9K +$3.33K +53 +4%
HC
435
Hamilton Capital
Ohio
$75K -$126 -2 -0.2%
W
436
WealthOne
New York
$75K +$189 +3 +0.2%
DILIC
437
Dai-ichi Life Insurance Company
Japan
$74K
TFS
438
TrustCore Financial Services
Tennessee
$74K
SFO
439
Stokes Family Office
Louisiana
$74K +$4.08K +65 +5%
HSA
440
HBK Sorce Advisory
Pennsylvania
$73K +$189 +3 +0.2%
CGH
441
Crossmark Global Holdings
Texas
$73K +$1.01K +16 +1%
ECM
442
Estabrook Capital Management
New York
$71.4K
IWA
443
IBEX Wealth Advisors
New Jersey
$71K
IAA
444
Independent Advisor Alliance
North Carolina
$71K +$77.6K +1,235 New
FHA
445
Flagship Harbor Advisors
Massachusetts
$69K -$6.66K -106 -8%
CHA
446
Carmichael Hill & Associates
Maryland
$69K -$4.78K -76 -6%
RWP
447
Ridgecrest Wealth Partners
California
$69K
OIA
448
OneDigital Investment Advisors
Kansas
$69K +$75.9K +1,207 New
MOS
449
MGO One Seven
Ohio
$68K +$377 +6 +0.5%
CG
450
Cutler Group
California
$68K +$75.4K +1,199 New