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Name Holding Trade Value Shares
Change
Change in
Stake
AMPWP
401
Alvarez & Marsal Private Wealth Partners
Florida
$265K +$281K +3,520 New
PCP
402
Perbak Capital Partners
United Kingdom
$265K +$28.6K +358 +11%
KCM
403
Kathmere Capital Management
Pennsylvania
$264K +$10.5K +131 +4%
SLWA
404
San Luis Wealth Advisors
California
$261K -$2.79K -35 -1%
TPI
405
Trust Point Inc
Wisconsin
$261K +$276K +3,459 New
AssetMark Inc
406
AssetMark Inc
California
$258K +$45.4K +569 +20%
CFG
407
Citizens Financial Group
Rhode Island
$256K -$61K -765 -18%
KAS
408
Kestra Advisory Services
Texas
$256K -$50.7K -635 -16%
MF
409
Magnetar Financial
Illinois
$251K +$6.94K +87 +3%
NA
410
NewEdge Advisors
Louisiana
$249K -$39.3K -493 -13%
DTL
411
Dynamic Technology Lab
Singapore
$244K +$259K +3,240 New
EFG
412
Ethos Financial Group
Pennsylvania
$241K +$255K +3,192 New
HR
413
Hardy Reed
Mississippi
$239K +$17.6K +220 +7%
BFO
414
Boston Family Office
Massachusetts
$238K +$638 +8 +0.3%
SFS
415
Sowell Financial Services
Arkansas
$237K +$250K +3,139 New
AP
416
Anchyra Partners
Georgia
$235K +$249K +3,123 New
FFA
417
Farther Finance Advisors
California
$234K -$34K -426 -12%
ACP
418
Argyle Capital Partners
California
$234K
MCM
419
Mengis Capital Management
Oregon
$233K
PA
420
Parallel Advisors
California
$230K +$67.6K +847 +38%
ACM
421
Alta Capital Management
Utah
$230K +$243K +3,049 New
DWM
422
Dakota Wealth Management
Florida
$228K
TCOTS
423
Trust Company of the South
North Carolina
$228K +$241K +3,025 New
CI
424
Corient IA
Florida
$225K
GC
425
Guggenheim Capital
Illinois
$225K +$23.5K +294 +11%