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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Apollon Wealth Management
South Carolina
$709K +$177K +2,390 +36%
MOS
277
MGO One Seven
Ohio
$689K -$56.4K -763 -8%
MAM
278
Marotta Asset Management
Virginia
$688K -$14.7K -199 -2%
BG
279
Bahl & Gaynor
Ohio
$679K -$5.17K -70 -0.8%
RJFSA
280
Raymond James Financial Services Advisors
Florida
$676K -$13.6K -184 -2%
RFC
281
Regions Financial Corp
Alabama
$675K -$12.4K -168 -2%
Brown Advisory
282
Brown Advisory
Maryland
$669K -$71.1K -963 -10%
Cambridge Investment Research Advisors
283
Cambridge Investment Research Advisors
Iowa
$661K -$24.1K -326 -4%
LJAC
284
L.J. Altfest & Co
New York
$660K -$5.47K -74 -0.9%
FFM
285
Forum Financial Management
Illinois
$653K +$54.5K +738 +10%
YCM
286
Yousif Capital Management
Michigan
$640K
FTDI
287
First Trust Direct Indexing
Massachusetts
$633K -$15.2K -206 -2%
BPA
288
Beacon Pointe Advisors
California
$620K +$35.5K +480 +6%
NW
289
NewEdge Wealth
Pennsylvania
$619K -$78.4K -1,061 -12%
VAS
290
Vestmark Advisory Solutions
Massachusetts
$617K -$78.4K -1,061 -12%
FFS
291
Founders Financial Securities
Maryland
$611K +$32.7K +443 +6%
BCM
292
Bayesian Capital Management
New York
$602K +$569K +7,700 New
PPC
293
Park Place Capital
Alabama
$598K -$25.2K -341 -4%
FAIM
294
Financial Advocates Investment Management
Washington
$597K +$49.9K +676 +10%
Baird Financial Group
295
Baird Financial Group
Wisconsin
$594K +$41.1K +557 +8%
EDRH
296
Edmond de Rothschild Holding
Switzerland
$590K -$620K -8,391 -53%
WWP
297
WR Wealth Planners
Missouri
$579K +$70.8K +959 +15%
DAS
298
Dynamic Advisor Solutions
Arizona
$558K +$8.72K +118 +2%
RJT
299
Raymond James Trust
Florida
$557K -$167K -2,259 -24%
FA
300
FDx Advisors
Illinois
$555K -$205K -2,770 -28%