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Name Holding Trade Value Shares
Change
Change in
Stake
EA
526
Everpar Advisors
Oklahoma
$201K +$3.54K +251 +2%
FFA
527
Farther Finance Advisors
California
$197K +$125K +8,853 +181%
Schroder Investment Management Group
528
Schroder Investment Management Group
United Kingdom
$196K -$137K -9,748 -42%
APP
529
Avantax Planning Partners
Iowa
$192K – – –
SAM
530
Silvercrest Asset Management
New York
$190K – – –
IFG
531
Independent Financial Group
California
$188K -$19.2K -1,362 -9%
BFG
532
Birch Financial Group
New Hampshire
$184K – – –
CAM
533
Cidel Asset Management
Ontario, Canada
$184K – – –
PCM
534
Permanent Capital Management
Illinois
$182K +$56 +4 +0%
AFP
535
Ausdal Financial Partners
Iowa
$182K +$178K +12,660 New
MFG
536
MidWestOne Financial Group
Iowa
$180K – – –
FG
537
Fiduciary Group
Georgia
$179K – – –
Brown Advisory
538
Brown Advisory
Maryland
$179K +$15.3K +1,085 +10%
MA
539
MCF Advisors
Kentucky
$178K +$5.16K +366 +3%
AIM
540
Aigen Investment Management
New York
$174K -$384K -27,248 -69%
PCIA
541
Prime Capital Investment Advisors
Kansas
$174K +$171K +12,104 New
NS
542
NBC Securities
Alabama
$172K -$19.5K -1,386 -10%
PA
543
Parallel Advisors
California
$169K +$12.1K +861 +8%
IWM
544
IHT Wealth Management
Illinois
$168K -$3.16K -224 -2%
NG
545
Novem Group
New York
$165K +$11.3K +804 +8%
TE
546
Tema ETFs
New York
$165K -$451 -32 -0.3%
TCWM
547
Total Clarity Wealth Management
Illinois
$165K -$6.22K -441 -4%
GCM
548
Greenland Capital Management
New York
$164K +$161K +11,424 New
JWM
549
Jeppson Wealth Management
California
$164K – – –
CM
550
Capula Management
Cayman Islands
$163K -$14.4K -1,025 -8%