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Name Holding Trade Value Shares
Change
Change in
Stake
OWM
501
Opes Wealth Management
California
$307K +$421 +15 +0.1%
FSA
502
Franklin Street Advisors
North Carolina
$304K +$5.19K +185 +2%
TPCW
503
TD Private Client Wealth
New York
$303K -$495K -17,633 -60%
Deutsche Bank
504
Deutsche Bank
Germany
$299K -$106K -3,779 -24%
BTWM
505
Baker Tilly Wealth Management
Wisconsin
$298K +$11.5K +409 +4%
AG
506
AlTi Global
New York
$298K +$82.9K +2,953 +34%
1WA
507
180 Wealth Advisors
Washington
$297K -$28.9K -1,030 -8%
CH
508
Cromwell Holdings
Wyoming
$293K
FMI
509
Frec Markets Inc
California
$291K +$319K +11,366 New
DADC
510
D.A. Davidson & Co
Montana
$289K +$36.6K +1,303 +13%
SWP
511
Stratos Wealth Partners
Ohio
$287K -$18.4K -654 -6%
MFA
512
Mayflower Financial Advisors
Massachusetts
$287K -$5.7K -203 -2%
CWM
513
Connecticut Wealth Management
Connecticut
$286K
X
514
Xponance
Pennsylvania
$285K +$32K +1,141 +11%
ASN
515
Advisory Services Network
Georgia
$282K +$71.1K +2,532 +30%
AHL
516
Abel Hall LLC
Louisiana
$281K -$4.07K -145 -1%
PGA
517
Portland Global Advisors
Maine
$281K
DT
518
Diversified Trust
Tennessee
$279K +$2.47K +88 +0.8%
AWM
519
Axxcess Wealth Management
California
$276K -$16.9K -602 -5%
OFS
520
OneAscent Financial Services
Alabama
$272K -$7.21K -257 -2%
CA
521
Crewe Advisors
Utah
$271K +$1.29K +46 +0.4%
SWA
522
Stratos Wealth Advisors
Ohio
$270K +$590 +21 +0.2%
ATPW
523
Ashton Thomas Private Wealth
Arizona
$268K +$294K +10,480 New
MHC
524
Meyer Handelman Company
New York
$267K
CI
525
Corient IA
Florida
$266K -$269K -9,590 -48%