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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
551
One Wealth Advisors
California
$771K
SC
552
Saturna Capital
Washington
$769K -$734K -16,940 -47%
PP
553
Paloma Partners
Connecticut
$764K +$815K +18,805 New
GWSG
554
GPS Wealth Strategies Group
Colorado
$762K +$28.4K +655 +4%
RJT
555
Raymond James Trust
Florida
$760K +$9.1K +210 +1%
SS
556
Sunbelt Securities
Texas
$755K +$32.5K +750 +4%
BST
557
Bath Savings Trust
Maine
$753K +$96K +2,215 +14%
MNBTD
558
Moody National Bank Trust Division
Texas
$748K -$339K -7,835 -30%
MC
559
Matisse Capital
Oregon
$743K
MSFS
560
Main Street Financial Solutions
Pennsylvania
$737K +$250K +5,780 +47%
CW
561
CreativeOne Wealth
Kansas
$736K -$443K -10,225 -36%
GT
562
Glenview Trust
Kentucky
$732K -$108K -2,500 -12%
WW
563
Waterfront Wealth
Kansas
$723K +$23.6K +545 +3%
WBC
564
Westpac Banking Corp
Australia
$704K -$136K -3,140 -15%
MYIA
565
Mount Yale Investment Advisors
Colorado
$703K -$42.9K -990 -5%
WFC
566
Western Financial Corp
California
$702K -$28.6K -660 -4%
NMIMC
567
Northwestern Mutual Investment Management Company
Wisconsin
$697K -$4.77K -110 -0.6%
BTW
568
Boston Trust Walden
Massachusetts
$691K -$217 -5 -0%
PFG
569
PAX Financial Group
Texas
$691K +$43.3K +1,000 +6%
MSAM
570
Moloney Securities Asset Management
Missouri
$690K +$736K +16,995 New
AF
571
Allworth Financial
California
$688K -$20.4K -470 -3%
FIM
572
Freedom Investment Management
Connecticut
$685K -$81K -1,870 -10%
XT
573
XTX Topco
Cayman Islands
$681K -$524K -12,085 -42%
SSWM
574
Smith Salley Wealth Management
North Carolina
$679K -$32.3K -745 -4%
CAM
575
Covenant Asset Management
New Jersey
$677K +$18.2K +420 +3%