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Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
776
Verition Fund Management
Connecticut
$293K -$154K -535 -34%
DWM
777
Dakota Wealth Management
Florida
$292K -$64K -222 -17%
CPC
778
Consolidated Planning Corp
Georgia
$292K – – –
AG
779
AIA Group
Hong Kong
$292K +$59.4K +206 +24%
LFA
780
Legacy Financial Advisors
Kentucky
$291K +$23.6K +82 +8%
CS
781
Comerica Securities
Michigan
$289K +$8.07K +28 +3%
WCA
782
Waratah Capital Advisors
Ontario, Canada
$288K -$1.68M -5,823 -85%
FHA
783
Flagship Harbor Advisors
Massachusetts
$288K +$44.4K +154 +17%
HWA
784
Heritage Wealth Advisors
Virginia
$287K – – –
AOWM
785
Alpha Omega Wealth Management
Virginia
$283K -$159K -551 -35%
SWP
786
Stratos Wealth Partners
Ohio
$283K -$115K -398 -28%
FWCM
787
Ferguson Wellman Capital Management
Oregon
$283K +$6.34K +22 +2%
UH
788
Unigestion Holding
Switzerland
$283K +$295K +1,022 New
SS
789
Simplicity Solutions
Minnesota
$282K -$417K -1,445 -59%
KPWS
790
Kestra Private Wealth Services
Texas
$281K +$292K +1,013 New
TWM
791
TriaGen Wealth Management
California
$277K -$167K -578 -37%
MPI
792
Mairs & Power Inc
Minnesota
$277K – – –
OFS
793
OneAscent Financial Services
Alabama
$275K -$5.48K -19 -2%
CIAS
794
Capital Investment Advisory Services
North Carolina
$274K – – –
JLBC
795
J.L. Bainbridge & Co
Florida
$272K – – –
LSAG
796
Lake Street Advisors Group
New Hampshire
$272K – – –
IEFM
797
IQ EQ Fund Management
Ireland
$272K +$283K +981 New
BOPW
798
Brandywine Oak Private Wealth
Pennsylvania
$271K -$26.8K -93 -9%
HB
799
Homrich & Berg
Georgia
$269K -$14.7K -51 -5%
NHC
800
Nicholas Hoffman & Company
Georgia
$268K +$279K +967 New