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Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
476
Red Door Wealth Management
Tennessee
$295K -$35.4K -267 -12%
MCCP
477
Mission Creek Capital Partners
California
$294K +$271K +2,048 New
SAI
478
Savvy Advisors Inc
New York
$294K -$7.15K -54 -3%
WPC
479
Wedmont Private Capital
Pennsylvania
$290K +$9.8K +74 +4%
CMBA
480
C.M. Bidwell & Associates
Hawaii
$289K
PCS
481
Personal CFO Solutions
New Jersey
$287K -$21.5K -162 -8%
TH
482
TCTC Holdings
Texas
$286K
CIM
483
Contravisory Investment Management
Massachusetts
$281K +$259K +1,956 New
KCM
484
Kathmere Capital Management
Pennsylvania
$276K -$42.9K -324 -14%
ONB
485
Old National Bancorp
Indiana
$275K -$2.91K -22 -1%
CW
486
CreativeOne Wealth
Kansas
$269K +$13.6K +103 +6%
TCM
487
TABR Capital Management
California
$264K +$243K +1,835 New
BPAMU
488
BTG Pactual Asset Management US
New York
$261K +$241K +1,819 New
SFS
489
Sowell Financial Services
Arkansas
$261K +$132 +1 +0.1%
FCM
490
Fieldview Capital Management
Michigan
$261K +$240K +1,815 New
Walleye Capital
491
Walleye Capital
New York
$260K +$216K +1,634 +928%
IFWM
492
Institute for Wealth Management
Colorado
$257K -$60.8K -459 -20%
EDRH
493
Edmond de Rothschild Holding
Switzerland
$252K
AWA
494
Aaron Wealth Advisors
Illinois
$251K +$132 +1 +0.1%
PAW
495
Plan A Wealth
Nebraska
$248K +$229K +1,726 New
TFS
496
Thoroughbred Financial Services
Tennessee
$244K +$225K +1,698 New
HW
497
Hancock Whitney
Mississippi
$242K +$1.19K +9 +0.5%
IAS
498
Insigneo Advisory Services
Florida
$239K -$28.7K -217 -12%
CLOS
499
Compagnie Lombard Odier SCmA
Switzerland
$237K
AssetMark Inc
500
AssetMark Inc
California
$237K -$24.2K -183 -10%