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Name Holding Trade Value Shares
Change
Change in
Stake
C
451
Certuity
Florida
$260K -$20.3K -908 -7%
WKSWA
452
White Knight Strategic Wealth Advisors
New Jersey
$256K -$79.5K -3,550 -22%
LW
453
Livet Wealth
Utah
$255K -$24.1K -1,076 -8%
WWA
454
WCG Wealth Advisors
Nevada
$254K -$157 -7 -0.1%
OWM
455
Opes Wealth Management
California
$249K +$1.23K +55 +0.5%
Bank Julius Baer & Co
456
Bank Julius Baer & Co
Switzerland
$248K +$269K +12,000 New
SAG
457
SageView Advisory Group
California
$248K -$3.12K -139 -1%
GM
458
GeoWealth Management
Illinois
$248K -$236K -10,523 -47%
OFS
459
OneAscent Financial Services
Alabama
$247K +$28.9K +1,291 +12%
TPCW
460
TD Private Client Wealth
New York
$245K -$112 -5 -0%
DFA
461
Delta Financial Advisors
Louisiana
$244K +$264K +11,800 New
Deutsche Bank
462
Deutsche Bank
Germany
$239K -$2.98K -133 -1%
FTWA
463
Fifth Third Wealth Advisors
Ohio
$239K +$61.2K +2,732 +31%
CH
464
Cromwell Holdings
Wyoming
$237K
BAM
465
Blueshift Asset Management
New Jersey
$234K -$1.41M -62,885 -85%
DWM
466
Drive Wealth Management
Utah
$234K -$37K -1,652 -13%
PI
467
PFG Investments
New York
$233K -$24.6K -1,100 -9%
CP
468
Canopy Partners
Ohio
$232K -$19.6K -874 -7%
KWA
469
Kingswood Wealth Advisors
California
$231K -$20.4K -912 -8%
1WA
470
180 Wealth Advisors
Washington
$231K -$10.2K -455 -4%
AWA
471
Arkadios Wealth Advisors
Georgia
$228K +$22.7K +1,013 +10%
PGA
472
Portland Global Advisors
Maine
$227K
AWM
473
Avior Wealth Management
Nebraska
$227K +$25.9K +1,156 +12%
AO
474
Advisor OS
Illinois
$226K +$245K +10,913 New
KP
475
Keel Point
Alabama
$225K -$549K -24,495 -69%