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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
201
First Foundation Advisors
California
$482K +$323K +4,042 New
Bank of Nova Scotia
202
Bank of Nova Scotia
Ontario, Canada
$457K +$307K +3,840 New
Invesco
203
Invesco
Georgia
$444K +$298K +3,731 New
DWM
204
Dakota Wealth Management
Florida
$440K +$295K +3,692 New
Truist Financial
205
Truist Financial
North Carolina
$430K +$288K +3,610 New
HLA
206
Hamilton Lane Advisors
Pennsylvania
$426K -$5.04M -63,122 -95%
CCM
207
Conway Capital Management
California
$423K +$284K +3,550 New
KAH
208
Kathryn A. Hall
$420K +$282K +3,523 New
HFP
209
Holistic Financial Partners
Indiana
$416K +$7.99K +100 +3%
CAN
210
Cetera Advisor Networks
California
$402K +$19.5K +244 +8%
IFG
211
Independent Financial Group
California
$390K +$262K +3,275 New
YIH
212
Y-Intercept (HK)
Hong Kong
$381K +$255K +3,196 New
ASFA
213
All Season Financial Advisors
Colorado
$378K +$253K +3,171 New
JCM
214
Jag Capital Management
Missouri
$356K -$133K -1,668 -36%
AH
215
Allen Holding
New York
$353K +$237K +2,961 New
SWM
216
Spire Wealth Management
Virginia
$350K +$4K +50 +14%
RWA
217
Ropes Wealth Advisors
Massachusetts
$348K +$234K +2,923 New
EI
218
Ellevest Inc
New York
$345K -$88.5K -1,107 -28%
TRCT
219
Tower Research Capital (TRC)
New York
$339K +$227K +2,845 New
IDA
220
Intelligence Driven Advisers
California
$334K
KAS
221
Kestra Advisory Services
Texas
$334K +$224K +2,802 New
OAM
222
Occidental Asset Management
California
$316K +$212K +2,649 New
SPC
223
Sigma Planning Corp
Michigan
$314K +$211K +2,637 New
PWMG
224
Prestige Wealth Management Group
New Jersey
$310K +$208K +2,605 New
G
225
Gainplan
Michigan
$304K +$200K +2,509 New