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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
451
Dynamic Advisor Solutions
Arizona
$897K +$73.4K +948 +9%
WHCI
452
W.H. Cornerstone Investments
Massachusetts
$894K +$59.9K +774 +7%
BAMF
453
BI Asset Management Fondsmaeglerselskab
Denmark
$878K +$345K +4,464 +65%
NP
454
Ninepoint Partners
Ontario, Canada
$860K
TPA
455
Trivium Point Advisory
Connecticut
$858K +$25.4K +328 +3%
O
456
Ossiam
France
$853K -$1.37M -17,722 -62%
CW
457
CreativeOne Wealth
Kansas
$847K -$4.95K -64 -0.6%
WC
458
Whitney & Co
New York
$831K -$118K -1,530 -12%
TMAM
459
Tokio Marine Asset Management
Japan
$826K +$74.1K +958 +10%
MWM
460
Marion Wealth Management
Pennsylvania
$825K +$116K +1,500 +16%
AAS
461
Avantax Advisory Services
Texas
$824K +$774 +10 +0.1%
WWG
462
West Wealth Group
California
$820K +$6.5K +84 +0.8%
WTC
463
WhitTier Trust Company
Nevada
$816K +$54.2K +700 +7%
Financial Engines Advisors
464
Financial Engines Advisors
California
$816K +$811K +10,476 New
GT
465
Greenleaf Trust
Michigan
$808K +$86.2K +1,114 +12%
BA
466
Bellwether Advisors
Nebraska
$804K +$805K +10,410 New
MBTD
467
Mechanics Bank - Trust Department
California
$788K -$3.87K -50 -0.5%
BFG
468
Bleakley Financial Group
New Jersey
$788K +$789K +10,194 New
AFWM
469
AMJ Financial Wealth Management
Virginia
$787K
WP
470
Westmount Partners
California
$780K +$781K +10,098 New
CCG
471
Cypress Capital Group
Florida
$777K +$276K +3,570 +55%
SMC
472
Smith, Moore & Co
Missouri
$767K -$9.29K -120 -1%
FMWA
473
Forvis Mazars Wealth Advisors
Missouri
$766K
KPWS
474
Kestra Private Wealth Services
Texas
$765K -$34.8K -450 -4%
TC
475
Toews Corporation
New Jersey
$757K -$310K -4,000 -29%