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Name Holding Trade Value Shares
Change
Change in
Stake
AG
226
AlTi Global
New York
$391K -$118K -2,956 -22%
Creative Planning
227
Creative Planning
Kansas
$376K -$12.1K -304 -3%
Russell Investments Group
228
Russell Investments Group
United Kingdom
$373K +$356K +8,908 +808%
GI
229
GAMCO Investors
Connecticut
$373K
G
230
Gainplan
Michigan
$373K +$399K +10,000 New
HWM
231
HB Wealth Management
Georgia
$369K +$112K +2,794 +39%
WLIM
232
White Lighthouse Investment Management
Massachusetts
$367K -$87.4K -2,190 -18%
PAG
233
Private Advisor Group
New Jersey
$349K +$38.9K +975 +12%
X
234
Xponance
Pennsylvania
$333K +$29.7K +745 +9%
SFA
235
Sequoia Financial Advisors
Ohio
$328K -$588K -14,728 -63%
EI
236
Ethic Inc
New York
$319K +$342K +8,574 New
MML Investors Services
237
MML Investors Services
Massachusetts
$311K +$55.7K +1,395 +20%
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$306K -$13.9K -349 -4%
CG
239
Caprock Group
Idaho
$293K +$1.36K +34 +0.4%
OR
240
Olympiad Research
Connecticut
$290K +$311K +7,790 New
BSW
241
Buckingham Strategic Wealth
Missouri
$287K +$13.1K +328 +4%
Corient Private Wealth
242
Corient Private Wealth
Florida
$286K -$198K -4,949 -39%
OA
243
Oracle Alpha
Ontario, Canada
$286K -$104K -2,594 -25%
UCFA
244
United Capital Financial Advisors
Texas
$280K -$29.5K -738 -9%
PCM
245
Prelude Capital Management
New York
$279K +$298K +7,478 New
CA
246
Cetera Advisors
Colorado
$269K -$95.6K -2,395 -25%
OC
247
Oppenheimer & Co
New York
$265K +$284K +7,110 New
SC
248
Shearwater Capital
Colorado
$261K
AAS
249
Avantax Advisory Services
Texas
$258K +$277K +6,937 New
FFM
250
Forum Financial Management
Illinois
$255K +$273K +6,852 New