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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
226
Baron Wealth Management
Michigan
$300K
MOS
227
MGO One Seven
Ohio
$291K +$245K +2,662 New
Skandinaviska Enskilda Banken (SEB)
228
Skandinaviska Enskilda Banken (SEB)
Sweden
$286K +$240K +2,600 New
MWM
229
Mission Wealth Management
California
$279K +$235K +2,547 New
Mitsubishi UFJ Asset Management
230
Mitsubishi UFJ Asset Management
Japan
$266K +$39K +423 +22%
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$266K +$1.66K +18 +0.7%
BC
232
Burney Company
Virginia
$266K -$205K -2,229 -48%
OFG
233
Oxford Financial Group
Indiana
$252K +$212K +2,300 New
Nomura Holdings
234
Nomura Holdings
Japan
$250K +$210K +2,279 New
Cerity Partners
235
Cerity Partners
New York
$243K -$71.2K -772 -21%
VA
236
Vident Advisory
Georgia
$240K +$202K +2,192 New
AWS
237
Atria Wealth Solutions
New York
$237K +$199K +2,162 New
SCA
238
Stonebridge Capital Advisors
Minnesota
$233K +$196K +2,125 New
LCM
239
Legato Capital Management
California
$226K +$190K +2,064 New
APG
240
Abacus Planning Group
South Carolina
$222K +$187K +2,030 New
AAS
241
Avantax Advisory Services
Texas
$221K +$186K +2,021 New
BPA
242
Beacon Pointe Advisors
California
$219K +$184K +2,000 New
HWA
243
Heartwood Wealth Advisors
Virginia
$219K +$184K +2,000 New
KBC Group
244
KBC Group
Belgium
$216K +$35.9K +390 +25%
GS
245
GTS Securities
Florida
$212K +$178K +1,936 New
Truist Financial
246
Truist Financial
North Carolina
$211K +$178K +1,928 New
PAG
247
Paladin Advisory Group
Iowa
$203K
SOW
248
State of Wyoming
Wyoming
$199K +$9.77K +106 +6%
SAM
249
Shell Asset Management
Netherlands
$195K -$645 -7 -0.4%
AB
250
Amalgamated Bank
New York
$191K