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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
426
Diversify Advisory Services
Utah
$278K +$335K +531 New
DWM
427
Diversify Wealth Management
Utah
$278K +$335K +531 New
VCA
428
Verdence Capital Advisors
Maryland
$277K -$149K -236 -39%
BP
429
Ballentine Partners
Massachusetts
$273K +$231K +366 New
AIA
430
AIMZ Investment Advisors
California
$268K +$227K +360 New
CW
431
CreativeOne Wealth
Kansas
$265K +$224K +355 New
SFA
432
Sequoia Financial Advisors
Ohio
$262K +$221K +351 New
Rafferty Asset Management
433
Rafferty Asset Management
New York
$261K +$221K +350 New
ML
434
McAdam LLC
Pennsylvania
$259K +$219K +348 New
GLA
435
Great Lakes Advisors
Illinois
$257K +$218K +345 New
PMA
436
Prudent Man Advisors
Illinois
$255K +$216K +342 New
QC
437
Quantessence Capital
New York
$255K +$216K +342 New
CPL
438
Corecam Pte Ltd
$251K +$212K +337 New
SOW
439
State of Wyoming
Wyoming
$248K +$42.2K +67 +25%
MNBTD
440
Moody National Bank Trust Division
Texas
$242K +$205K +325 New
CFS
441
Commonwealth Financial Services
West Virginia
$240K +$203K +322 New
P
442
&Partners
Tennessee
$239K +$199K +315 New
MA
443
Mutual Advisors
Nebraska
$239K +$202K +321 New
KWA
444
Kingswood Wealth Advisors
California
$237K +$201K +318 New
MFS
445
Mirabella Financial Services
United Kingdom
$236K -$4.23M -6,708 -96%
BAM
446
Belpointe Asset Management
Nevada
$233K +$197K +313 New
TWM
447
Tradition Wealth Management
Minnesota
$232K +$196K +311 New
Rockefeller Capital Management
448
Rockefeller Capital Management
New York
$230K +$14.5K +23 +8%
RA
449
RiverPark Advisors
New York
$229K -$81.3K -129 -30%
MFG
450
Merit Financial Group
Georgia
$226K +$191K +303 New