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Name Holding Trade Value Shares
Change
Change in
Stake
WT
501
Whittier Trust
California
$1.31M -$15.3K -164 -1%
SWP
502
Stratos Wealth Partners
Ohio
$1.3M +$72.4K +778 +6%
CT
503
Caldwell Trust
Florida
$1.3M +$1.12M +12,028 +611%
SFS
504
Sowell Financial Services
Arkansas
$1.3M -$75.6K -813 -5%
AWA
505
Arkadios Wealth Advisors
Georgia
$1.29M -$133K -1,425 -9%
CCM
506
Coldstream Capital Management
Washington
$1.27M -$203K -2,182 -14%
SCA
507
Snowden Capital Advisors
New York
$1.26M -$48.1K -517 -4%
DL
508
Dockside LLC
New York
$1.24M +$1.25M +13,410 New
PGFC
509
Peapack-Gladstone Financial Corp
New Jersey
$1.24M -$45.2K -486 -4%
DWM
510
Defined Wealth Management
Oregon
$1.22M -$110K -1,187 -8%
DIM
511
DLK Investment Management
California
$1.22M +$228K +2,450 +18%
Vontobel Holding
512
Vontobel Holding
Switzerland
$1.21M +$26.5K +285 +2%
IWM
513
Iams Wealth Management
Nebraska
$1.2M +$210K +2,258 +21%
AG
514
Ascent Group
Virginia
$1.17M -$125K -1,344 -10%
WETS
515
Wealth Enhancement Trust Services
South Dakota
$1.17M +$44.5K +479 +4%
CF
516
Centaurus Financial
California
$1.17M -$129K -1,385 -10%
MAS
517
Meeder Advisory Services
Ohio
$1.17M -$346K -3,723 -23%
SC
518
Scotia Capital
Ontario, Canada
$1.16M +$372K +4,004 +47%
BJL
519
Brighton Jones LLC
Washington
$1.15M +$198K +2,130 +21%
WHG
520
Westwood Holdings Group
Texas
$1.15M -$2.11M -22,655 -65%
PS
521
Principal Securities
Iowa
$1.14M -$1.02K -11 -0.1%
AWM
522
Apollon Wealth Management
South Carolina
$1.14M +$92.6K +996 +9%
TE
523
Tema ETFs
New York
$1.13M +$108K +1,160 +10%
KCM
524
Kornitzer Capital Management
Kansas
$1.13M – – –
HT
525
Headlands Technologies
Illinois
$1.13M +$780K +8,388 +220%