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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
401
Smartleaf Asset Management
Massachusetts
$302K +$628 +7 +0.2%
SG Americas Securities
402
SG Americas Securities
New York
$301K -$761K -8,478 -73%
BFO
403
Boston Family Office
Massachusetts
$300K
SLWA
404
San Luis Wealth Advisors
California
$299K
MG
405
Marex Group
$299K -$58.4K -651 -17%
TPCW
406
TD Private Client Wealth
New York
$296K -$117K -1,308 -29%
ACP
407
Argyle Capital Partners
California
$294K
LI
408
LRI Investments
Florida
$289K -$51.3K -572 -16%
William Blair & Company
409
William Blair & Company
Illinois
$289K -$14.1K -157 -5%
Thrivent Financial for Lutherans
410
Thrivent Financial for Lutherans
Minnesota
$289K
AWM
411
Axxcess Wealth Management
California
$286K -$91.4K -1,019 -25%
PWM
412
Perigon Wealth Management
California
$283K -$16.9K -188 -6%
MCM
413
Mengis Capital Management
Oregon
$280K
SL
414
Summitry LLC
California
$271K +$21.3K +237 +9%
CT
415
Chicago Trust
Illinois
$266K
CFG
416
Citizens Financial Group
Rhode Island
$261K +$247K +2,751 New
Lido Advisors
417
Lido Advisors
California
$259K -$367K -4,092 -60%
CIBC World Market
418
CIBC World Market
Ontario, Canada
$258K +$19.1K +213 +8%
PAG
419
Private Advisor Group
New Jersey
$257K -$231K -2,570 -49%
VFA
420
Valeo Financial Advisors
Indiana
$256K +$1.08K +12 +0.4%
CCA
421
Checchi Capital Advisers
California
$253K +$11.9K +133 +5%
PA
422
Parallel Advisors
California
$253K +$14.5K +162 +6%
MG
423
Mather Group
Illinois
$251K -$6.01K -67 -2%
FW
424
FullCircle Wealth
Texas
$251K +$28.3K +316 +14%
PGFC
425
Peapack-Gladstone Financial Corp
New Jersey
$250K +$6.19K +69 +3%