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Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Parallel Advisors
California
$53.6K -$35.7K -17,872 -44%
Pathstone Holdings
252
Pathstone Holdings
New Jersey
$53.1K -$10.9K -5,445 -19%
Envestnet Portfolio Solutions
253
Envestnet Portfolio Solutions
Illinois
$52.7K -$146K -72,790 -76%
SWM
254
Sendero Wealth Management
Texas
$50.2K
NAS
255
NWF Advisory Services
California
$48.8K +$41.9K +20,952 New
TFA
256
Tranquilli Financial Advisor
New Jersey
$48.8K +$11.4K +5,685 +37%
QCG
257
Quadrant Capital Group
Ohio
$48.6K -$248K -124,169 -86%
AWM
258
Aprio Wealth Management
Georgia
$47.1K +$19.6K +9,813 +94%
GBT
259
Grove Bank & Trust
Florida
$46.2K -$2.82K -1,408 -7%
MG
260
Marex Group
$46K -$66.6K -33,290 -63%
RA
261
Riversedge Advisors
Delaware
$45.2K +$38.8K +19,394 New
RDWM
262
Red Door Wealth Management
Tennessee
$44.3K +$17K +8,500 +81%
MOS
263
MGO One Seven
Ohio
$43.8K +$9.42K +4,711 +33%
OC
264
Oppenheimer & Co
New York
$43.4K -$1.51M -755,732 -98%
PAW
265
Plan A Wealth
Nebraska
$43.1K -$3.94K -1,970 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
266
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$42.6K +$36.6K +18,300 New
PAM
267
Paradigm Asset Management
New York
$41.8K
SAM
268
Silvercrest Asset Management
New York
$41.4K
KAS
269
Kestra Advisory Services
Texas
$41.3K -$16.8K -8,415 -32%
RFC
270
Regions Financial Corp
Alabama
$40.3K -$264K -132,089 -88%
VCM
271
Viewpoint Capital Management
Washington
$38K
CAM
272
Cresset Asset Management
Illinois
$37.8K +$2.66K +1,330 +9%
X
273
Xponance
Pennsylvania
$37.5K +$32.2K +16,102 New
EWM
274
Endowment Wealth Management
Wisconsin
$37.4K -$28.6K -14,307 -47%
NA
275
NewEdge Advisors
Louisiana
$37.2K -$2.27K -1,133 -7%