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Name Holding Trade Value Shares
Change
Change in
Stake
WorldQuant Millennium Advisors
526
WorldQuant Millennium Advisors
New York
$715K +$749K +19,230 New
SG
527
Stonnington Group
California
$711K
AAS
528
Avantax Advisory Services
Texas
$702K -$65.6K -1,685 -8%
PWS
529
Peterson Wealth Services
Utah
$702K +$229K +5,880 +45%
MYIA
530
Mount Yale Investment Advisors
Colorado
$699K +$1.56K +40 +0.2%
CA
531
Clearstead Advisors
Ohio
$696K +$84.9K +2,180 +13%
LOPW
532
Live Oak Private Wealth
North Carolina
$694K
VAS
533
Vestmark Advisory Solutions
Massachusetts
$692K -$36.6K -940 -5%
BCV
534
Banque Cantonale Vaudoise
Switzerland
$692K -$1.17K -30 -0.2%
ECM
535
Everence Capital Management
Indiana
$688K
WFC
536
Western Financial Corp
California
$678K +$121K +3,115 +21%
PF
537
Phoenix Financial
Israel
$677K +$202K +5,200 +40%
DT
538
Diversified Trust
Tennessee
$675K -$184K -4,735 -21%
SI
539
Scharf Investments
California
$673K -$13K -335 -2%
SVWAG
540
Sound View Wealth Advisors Group
Georgia
$673K +$28.6K +735 +4%
SG Americas Securities
541
SG Americas Securities
New York
$671K -$1.14M -29,380 -62%
OWA
542
One Wealth Advisors
California
$668K +$1.56K +40 +0.2%
CWM
543
Chesapeake Wealth Management
Virginia
$667K -$711K -18,265 -50%
LSA
544
Leonteq Securities AG
Switzerland
$657K +$51.6K +1,325 +8%
WOC
545
West Oak Capital
California
$657K +$151K +3,875 +28%
BMO
546
Beck Mack & Oliver
New York
$655K
MG
547
Mather Group
Illinois
$653K +$430K +11,055 +170%
WW
548
Waterfront Wealth
Kansas
$651K +$79.8K +2,050 +16%
Bank Julius Baer & Co
549
Bank Julius Baer & Co
Switzerland
$644K +$222K +5,700 +49%
KA
550
Kintegral Advisory
New York
$643K