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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
276
Wipfli Financial Advisors
Wisconsin
$492K +$615K +38,385 New
PA
277
Parallel Advisors
California
$486K +$961 +60 +0.2%
DWM
278
Dakota Wealth Management
Florida
$480K +$600K +37,460 New
JIC
279
Johnson Investment Counsel
Ohio
$477K +$881 +55 +0.1%
FF
280
FourThought Financial
Florida
$470K -$53.4K -3,335 -8%
CCA
281
Checchi Capital Advisers
California
$469K +$4.01K +250 +0.7%
LCS
282
Levin Capital Strategies
New York
$467K -$5.12M -319,835 -90%
HSA
283
HBK Sorce Advisory
Pennsylvania
$461K +$113K +7,060 +24%
MWM
284
Mission Wealth Management
California
$458K +$58.7K +3,665 +11%
Barclays
285
Barclays
United Kingdom
$453K +$9.13K +570 +2%
BRWA
286
B. Riley Wealth Advisors
Florida
$449K +$154K +9,620 +38%
RC
287
Ronit Capital
United Kingdom
$448K +$160K +10,000 +40%
FOA
288
Five Oceans Advisors
California
$447K +$170K +10,595 +44%
CGL
289
Clarius Group LLC
Washington
$445K +$162K +10,140 +41%
FDCDDQ
290
Federation des caisses Desjardins du Quebec
Quebec, Canada
$443K +$10.9K +680 +2%
BTI
291
Blue Trust Inc
Georgia
$441K +$255K +15,915 +144%
MCM
292
MAI Capital Management
Ohio
$417K -$44.1K -2,750 -8%
CAAS
293
Capital Asset Advisory Services
Michigan
$415K -$243K -15,180 -32%
GC
294
Guggenheim Capital
Illinois
$412K +$118K +7,345 +30%
QI
295
Qtron Investments
Massachusetts
$406K – – –
WJWM
296
Williams Jones Wealth Management
New York
$402K -$2.4K -150 -0.5%
HW
297
Hancock Whitney
Mississippi
$396K -$10K -625 -2%
SCP
298
Stamos Capital Partners
California
$396K +$495K +30,900 New
EMG
299
ETF Managers Group
New Jersey
$394K +$16.8K +1,050 +4%
PAG
300
Private Advisor Group
New Jersey
$385K -$309K -19,265 -39%