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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
326
Shufro Rose & Co
New York
$780K
KPWS
327
Kestra Private Wealth Services
Texas
$767K -$215K -8,599 -23%
S
328
SimplyRich
California
$756K
PFS
329
Prospera Financial Services
Texas
$754K +$23.9K +956 +3%
AAM
330
Advisors Asset Management
Colorado
$750K -$215K -8,608 -23%
FHA
331
Flagship Harbor Advisors
Massachusetts
$746K +$91.6K +3,661 +15%
IWC
332
Integrated Wealth Concepts
Massachusetts
$722K +$122K +4,886 +21%
AWM
333
Aprio Wealth Management
Georgia
$722K +$2.5K +100 +0.4%
BWP
334
BSW Wealth Partners
Colorado
$712K +$17.5K +699 +3%
AWM
335
Apollon Wealth Management
South Carolina
$706K +$18.1K +723 +3%
Janus Henderson Group
336
Janus Henderson Group
$701K -$1.63K -65 -0.2%
VFA
337
Valeo Financial Advisors
Indiana
$696K -$18.2K -726 -3%
Lido Advisors
338
Lido Advisors
California
$681K -$4.93K -197 -0.7%
HWM
339
HB Wealth Management
Georgia
$681K -$153K -6,114 -19%
VCM
340
Versant Capital Management
Arizona
$680K -$29.3K -1,169 -4%
HSA
341
HBK Sorce Advisory
Pennsylvania
$680K +$4.6K +184 +0.7%
BWM
342
BigSur Wealth Management
Florida
$675K
WT
343
Whittier Trust
California
$667K +$21.9K +875 +4%
FTA
344
Financial & Tax Architects
Missouri
$664K +$639K +25,518 New
PMWMG
345
Parr McKnight Wealth Management Group
Minnesota
$662K -$6.21K -248 -1%
SRC
346
Sage Rhino Capital
California
$659K +$16.3K +651 +3%
BA
347
Bridgewater Advisors
New York
$657K -$2.6K -104 -0.4%
WG
348
Welch Group
Alabama
$655K +$3.9K +156 +0.6%
SWM
349
Seed Wealth Management
Illinois
$654K -$23.8K -950 -4%
IUHSA
350
Itau Unibanco Holding S.A.
Brazil
$653K +$63K +2,517 +11%