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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
476
Apollon Wealth Management
South Carolina
$840K +$73.4K +1,026 +10%
BTWM
477
Baker Tilly Wealth Management
Wisconsin
$832K -$174K -2,437 -18%
KPWS
478
Kestra Private Wealth Services
Texas
$821K +$65.6K +917 +9%
WWG
479
West Wealth Group
California
$818K +$6.58K +92 +0.8%
VSQM
480
V-Square Quantitative Management
Illinois
$814K +$200K +2,794 +34%
ONB
481
Old National Bancorp
Indiana
$811K -$8.58K -120 -1%
HWM
482
HB Wealth Management
Georgia
$811K -$123K -1,720 -14%
CQS
483
Credential Qtrade Securities
$793K +$759K +10,610 New
WP
484
Westmount Partners
California
$788K +$29.3K +410 +4%
OIA
485
OneDigital Investment Advisors
Kansas
$785K +$254K +3,552 +51%
DI
486
Diligent Investors
California
$772K
MLA
487
My Legacy Advisors
Oregon
$769K +$4.29K +60 +0.6%
BRWA
488
B. Riley Wealth Advisors
Florida
$761K -$262K -3,658 -27%
MBTD
489
Mechanics Bank - Trust Department
California
$761K +$10K +140 +1%
SOAMC
490
Spirit of America Management Corp
New York
$751K
CPRC
491
Consolidated Portfolio Review Corp
New York
$749K
FMWA
492
Forvis Mazars Wealth Advisors
Missouri
$748K +$25.2K +353 +4%
CFGS
493
Concourse Financial Group Securities
Alabama
$748K -$2.93K -41 -0.4%
SFA
494
Sequoia Financial Advisors
Ohio
$739K +$369K +5,153 +109%
WPA
495
West Paces Advisors
Georgia
$734K +$40.9K +572 +6%
Acadian Asset Management
496
Acadian Asset Management
Massachusetts
$734K -$7.49M -104,714 -91%
SIG
497
Stonegate Investment Group
Alabama
$733K -$23.5K -329 -3%
BHCM
498
Brevan Howard Capital Management
Jersey
$726K +$12.2K +171 +2%
DGAM
499
Desjardins Global Asset Management
Quebec, Canada
$724K -$106K -1,483 -13%
A
500
AlphaQuest
New York
$724K +$693K +9,692 New