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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
301
Integrated Wealth Concepts
Massachusetts
$81.1K +$89.3K +1,039 New
PWA
302
Physician Wealth Advisors
Utah
$78.6K -$1.63K -19 -2%
HI
303
Horizon Investments
North Carolina
$76.1K +$13.1K +152 +18%
FFA
304
Farther Finance Advisors
California
$72.3K -$15.2K -177 -16%
BTI
305
Blue Trust Inc
Georgia
$70.1K -$17.4K -202 -18%
CIAM
306
Caitong International Asset Management
Hong Kong
$63.1K +$69.4K +808 New
Simplex Trading
307
Simplex Trading
Illinois
$59.1K +$65K +757 New
BC
308
Bayforest Capital
United Kingdom
$56.8K -$52.8K -614 -46%
GRP
309
Global Retirement Partners
California
$52.4K +$57.7K +671 New
LFG
310
Larson Financial Group
Missouri
$51.6K +$687 +8 +1%
SAM
311
Smartleaf Asset Management
Massachusetts
$47.8K
Daiwa Securities Group
312
Daiwa Securities Group
Japan
$46.9K +$25.3K +295 +97%
PTC
313
Private Trust Company
Ohio
$39.5K
IAIM
314
International Assets Investment Management
Florida
$38.3K -$687 -8 -2%
SPIA
315
Steward Partners Investment Advisory
New York
$38K
UOTTAIMCU
316
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$37.2K
CCWM
317
Cassaday & Co Wealth Management
Virginia
$36.7K
FC
318
Financial Consulate
Maryland
$34.3K
SWM
319
SHP Wealth Management
Massachusetts
$33.9K +$516 +6 +1%
KAS
320
Kemnay Advisory Services
New York
$33.7K -$3.27K -38 -8%
VCM
321
Versant Capital Management
Arizona
$33.3K +$9.71K +113 +36%
Optiver Holding
322
Optiver Holding
Netherlands
$32.6K +$14.6K +170 +69%
EP
323
Essential Partners
California
$31.8K
PWPS
324
Pinnacle Wealth Planning Services
Ohio
$31.5K -$258 -3 -0.7%
MCM
325
MV Capital Management
Maryland
$31.2K