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Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
151
Charles Schwab
California
$547K +$558K +4,003 New
SW
152
SVB Wealth
Massachusetts
$542K -$48.7K -349 -8%
FAFN
153
First Affirmative Financial Network
Colorado
$523K -$98.2K -704 -16%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$518K +$5.44K +39 +1%
IWA
155
Intercontinental Wealth Advisors
Texas
$514K +$3.49K +25 +0.7%
AWS
156
Atria Wealth Solutions
New York
$510K +$252K +1,806 +94%
VIA
157
Vident Investment Advisory
Georgia
$493K +$503K +3,611 New
YIH
158
Y-Intercept (HK)
Hong Kong
$484K -$1.07M -7,639 -68%
AIA
159
Armor Investment Advisors
North Carolina
$480K -$31.8K -228 -6%
PFS
160
Physicians Financial Services
North Carolina
$476K
BPA
161
Beacon Pointe Advisors
California
$473K +$60.1K +431 +14%
SRC
162
Sage Rhino Capital
California
$473K +$54.5K +391 +13%
IB
163
Intrust Bank
Kansas
$463K +$183K +1,310 +63%
Schroder Investment Management Group
164
Schroder Investment Management Group
United Kingdom
$458K -$38.2K -274 -8%
LWM
165
Lodestone Wealth Management
Washington
$456K +$465K +3,338 New
CSS
166
Cubist Systematic Strategies
Connecticut
$454K -$23.4K -168 -5%
HNB
167
Huntington National Bank
Ohio
$451K -$5.86K -42 -1%
SIA
168
Schechter Investment Advisors
Michigan
$446K +$190K +1,364 +72%
CG
169
Caprock Group
Idaho
$442K -$92.4K -663 -17%
SBH
170
Segall Bryant & Hamill
Illinois
$432K
TRCT
171
Tower Research Capital (TRC)
New York
$430K +$337K +2,417 +331%
Simplex Trading
172
Simplex Trading
Illinois
$410K -$66.2K -475 -14%
Nomura Holdings
173
Nomura Holdings
Japan
$410K +$418K +3,000 New
Squarepoint
174
Squarepoint
New York
$406K +$415K +2,974 New
PAG
175
Private Advisor Group
New Jersey
$403K -$30.8K -221 -5%