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Name Holding Trade Value Shares
Change
Change in
Stake
FFS
451
Founders Financial Securities
Maryland
$902K +$103K +1,332 +13%
DAS
452
Dynamic Advisor Solutions
Arizona
$897K +$73.4K +948 +9%
WHCI
453
W.H. Cornerstone Investments
Massachusetts
$894K +$59.9K +774 +7%
BAMF
454
BI Asset Management Fondsmaeglerselskab
Denmark
$878K +$345K +4,464 +65%
NP
455
Ninepoint Partners
Ontario, Canada
$860K – – –
TPA
456
Trivium Point Advisory
Connecticut
$858K +$25.4K +328 +3%
O
457
Ossiam
France
$853K -$1.37M -17,722 -62%
CW
458
CreativeOne Wealth
Kansas
$847K -$4.95K -64 -0.6%
WC
459
Whitney & Co
New York
$831K -$118K -1,530 -12%
TMAM
460
Tokio Marine Asset Management
Japan
$826K +$74.1K +958 +10%
MWM
461
Marion Wealth Management
Pennsylvania
$825K +$116K +1,500 +16%
AAS
462
Avantax Advisory Services
Texas
$824K +$774 +10 +0.1%
WWG
463
West Wealth Group
California
$820K +$6.5K +84 +0.8%
WTC
464
WhitTier Trust Company
Nevada
$816K +$54.2K +700 +7%
Financial Engines Advisors
465
Financial Engines Advisors
California
$816K +$811K +10,476 New
GT
466
Greenleaf Trust
Michigan
$808K +$86.2K +1,114 +12%
BA
467
Bellwether Advisors
Nebraska
$804K +$805K +10,410 New
MBTD
468
Mechanics Bank - Trust Department
California
$788K -$3.87K -50 -0.5%
BFG
469
Bleakley Financial Group
New Jersey
$788K +$789K +10,194 New
AFWM
470
AMJ Financial Wealth Management
Virginia
$787K – – –
WP
471
Westmount Partners
California
$780K +$781K +10,098 New
CCG
472
Cypress Capital Group
Florida
$777K +$276K +3,570 +55%
SMC
473
Smith, Moore & Co
Missouri
$767K -$9.29K -120 -1%
FMWA
474
Forvis Mazars Wealth Advisors
Missouri
$766K – – –
KPWS
475
Kestra Private Wealth Services
Texas
$765K -$34.8K -450 -4%