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Name Holding Trade Value Shares
Change
Change in
Stake
SFO
351
Stokes Family Office
Louisiana
$493K +$6.66K +137 +2%
KMWM
352
Keudell/Morrison Wealth Management
Oregon
$489K +$151K +3,099 +53%
KFSC
353
Keystone Financial Services (Colorado)
Colorado
$488K -$2.92K -60 -0.7%
VFA
354
Voya Financial Advisors
Connecticut
$486K +$24.4K +502 +6%
SAM
355
Sectoral Asset Management
Quebec, Canada
$484K
V
356
Veritable
Delaware
$484K +$228K +4,686 +111%
AWE
357
Avidian Wealth Enterprises
Texas
$479K
HPC
358
HM Payson & Co
Maine
$478K +$2.24K +46 +0.5%
IFG
359
Independent Financial Group
California
$473K +$4.43K +91 +1%
MC
360
Maverick Capital
Texas
$470K +$168K +3,459 +67%
AGP
361
Autumn Glory Partners
Texas
$468K
SRC
362
Sage Rhino Capital
California
$466K +$31.5K +647 +8%
PA
363
Profund Advisors
Maryland
$461K +$31.5K +647 +8%
FT
364
Fiduciary Trust
Massachusetts
$458K +$193K +3,965 +89%
RFC
365
Regions Financial Corp
Alabama
$457K -$99.8K -2,051 -20%
HNB
366
Huntington National Bank
Ohio
$456K -$10.7K -221 -3%
HWAM
367
Hennion & Walsh Asset Management
New Jersey
$454K +$48.4K +995 +14%
LCWP
368
Legacy Capital Wealth Partners
Arkansas
$438K +$391K +8,045 New
AA
369
AlphaQ Advisors
Florida
$436K +$390K +8,015 New
MOS
370
MGO One Seven
Ohio
$430K +$69.9K +1,438 +22%
PWM
371
Perigon Wealth Management
California
$430K -$38.4K -789 -9%
MC
372
Moors & Cabot
Massachusetts
$426K +$38.5K +792 +11%
WI
373
WrapManager Inc
California
$425K +$380K +7,810 New
Daiwa Securities Group
374
Daiwa Securities Group
Japan
$423K +$3.26K +67 +0.9%
FLAM
375
First Light Asset Management
Minnesota
$420K