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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
851
Zions Bancorporation
Utah
$233K +$507 +3 +0.3%
VWM
852
Venturi Wealth Management
Texas
$233K +$14.7K +87 +8%
CWM
853
Congress Wealth Management
Massachusetts
$232K +$197K +1,163 New
AFP
854
Ausdal Financial Partners
Iowa
$231K +$196K +1,160 New
GWMR
855
GC Wealth Management RIA
Massachusetts
$231K +$196K +1,160 New
Loomis, Sayles & Company
856
Loomis, Sayles & Company
Massachusetts
$230K -$2.03K -12 -1%
LOIM
857
Liberty One Investment Management
Illinois
$228K +$2.37K +14 +1%
IWA
858
IVC Wealth Advisors
Pennsylvania
$228K +$194K +1,145 New
KCM
859
KRS Capital Management
Michigan
$226K +$192K +1,135 New
ProShare Advisors
860
ProShare Advisors
Maryland
$225K +$191K +1,129 New
AF
861
Advisornet Financial
Minnesota
$220K +$10.3K +61 +6%
AGDI
862
Absolute Gestao de Investimentos
Brazil
$219K +$186K +1,100 New
QWP
863
Quotient Wealth Partners
Texas
$219K +$186K +1,100 New
OFS
864
OneAscent Financial Services
Alabama
$218K +$185K +1,094 New
ECM
865
Evergreen Capital Management
Washington
$217K +$184K +1,090 New
BC
866
Burney Company
Virginia
$216K +$183K +1,084 New
NIMI
867
Natixis Investment Managers International
France
$216K +$16.4K +97 +10%
SHGA
868
Sand Hill Global Advisors
California
$209K +$177K +1,048 New
RPC
869
Rossmore Private Capital
Connecticut
$208K +$177K +1,046 New
DWM
870
Dakota Wealth Management
Florida
$207K +$176K +1,038 New
ECU
871
Eisler Capital (UK)
United Kingdom
$205K +$174K +1,030 New
EH
872
Equitable Holdings
New York
$202K +$172K +1,016 New
V
873
ViaWealth
Kansas
$202K +$172K +1,015 New
TWM
874
Triton Wealth Management
Arizona
$202K +$185K +1,092 New
CW
875
CIC Wealth
Maryland
$202K +$171K +1,013 New