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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
526
Farther Finance Advisors
California
$197K +$125K +8,853 +181%
Schroder Investment Management Group
527
Schroder Investment Management Group
United Kingdom
$196K -$137K -9,748 -42%
APP
528
Avantax Planning Partners
Iowa
$192K
SAM
529
Silvercrest Asset Management
New York
$190K
IFG
530
Independent Financial Group
California
$188K -$19.2K -1,362 -9%
BFG
531
Birch Financial Group
New Hampshire
$184K
CAM
532
Cidel Asset Management
Ontario, Canada
$184K
PCM
533
Permanent Capital Management
Illinois
$182K +$56 +4 +0%
AFP
534
Ausdal Financial Partners
Iowa
$182K +$178K +12,660 New
MFG
535
MidWestOne Financial Group
Iowa
$180K
FG
536
Fiduciary Group
Georgia
$179K
Brown Advisory
537
Brown Advisory
Maryland
$179K +$15.3K +1,085 +10%
MA
538
MCF Advisors
Kentucky
$178K +$5.16K +366 +3%
AIM
539
Aigen Investment Management
New York
$174K -$384K -27,248 -69%
PCIA
540
Prime Capital Investment Advisors
Kansas
$174K +$171K +12,104 New
NS
541
NBC Securities
Alabama
$172K -$19.5K -1,386 -10%
PA
542
Parallel Advisors
California
$169K +$12.1K +861 +8%
IWM
543
IHT Wealth Management
Illinois
$168K -$3.16K -224 -2%
NG
544
Novem Group
New York
$165K +$11.3K +804 +8%
TE
545
Tema ETFs
New York
$165K -$451 -32 -0.3%
TCWM
546
Total Clarity Wealth Management
Illinois
$165K -$6.22K -441 -4%
GCM
547
Greenland Capital Management
New York
$164K +$161K +11,424 New
JWM
548
Jeppson Wealth Management
California
$164K
CM
549
Capula Management
Cayman Islands
$163K -$14.4K -1,025 -8%
PFA
550
Pathway Financial Advisers
Indiana
$159K +$28 +2 +0%