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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
551
Kestra Private Wealth Services
Texas
$333K +$65.1K +229 +26%
CWM
552
Concentrum Wealth Management
California
$332K +$11.4K +40 +4%
RIA
553
Realta Investment Advisors
Delaware
$330K +$310K +1,090 New
BPA
554
Beacon Pointe Advisors
California
$322K +$303K +1,064 New
SC
555
Scotia Capital
Ontario, Canada
$320K +$301K +1,057 New
CGH
556
Crossmark Global Holdings
Texas
$315K +$296K +1,040 New
TRCT
557
Tower Research Capital (TRC)
New York
$314K -$23.9K -84 -7%
EWA
558
Exencial Wealth Advisors
Oklahoma
$314K – – –
GCP
559
GSA Capital Partners
United Kingdom
$311K +$25.3K +89 +9%
WPW
560
Warther Private Wealth
Ohio
$311K +$291K +1,024 New
IP
561
Intellectus Partners
California
$302K -$127K -446 -31%
MLFP
562
MPS Loria Financial Planners
Illinois
$302K – – –
PP
563
Prudential plc
United Kingdom
$299K +$10.2K +36 +4%
TWM
564
Titus Wealth Management
California
$298K +$7.11K +25 +3%
SBIA
565
Sheaff Brock Investment Advisors
Indiana
$297K +$23.6K +83 +9%
Pacer Advisors
566
Pacer Advisors
Pennsylvania
$289K +$138K +484 +102%
SW
567
SteelPeak Wealth
California
$287K -$228K -800 -46%
TFGT
568
TS Financial Group (TSFG)
Illinois
$286K +$7.39K +26 +3%
TFS
569
Thoroughbred Financial Services
Tennessee
$286K +$15.4K +54 +6%
KWM
570
Kingsview Wealth Management
Oregon
$284K +$17.1K +60 +7%
RMC
571
Regis Management Company
California
$282K – – –
CCA
572
Column Capital Advisors
Indiana
$279K -$6.26K -22 -2%
DWT
573
Dorsey & Whitney Trust
South Dakota
$277K -$109K -385 -30%
SFI
574
Siemens Fonds Invest
Germany
$277K +$261K +917 New
KIG
575
Kessler Investment Group
Indiana
$273K -$533K -1,874 -68%