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Name Holding Trade Value Shares
Change
Change in
Stake
MFG
376
Merit Financial Group
Georgia
$199K +$198K +4,073 New
DFCM
377
Dark Forest Capital Management
Puerto Rico
$199K +$51.8K +1,068 +36%
CG
378
Caprock Group
Idaho
$198K +$95.4K +1,967 +94%
IB
379
Intrust Bank
Kansas
$197K +$2.96K +61 +2%
LF
380
Lantz Financial
Illinois
$197K -$22.8K -470 -10%
HH
381
Hilltop Holdings
Texas
$195K +$41.9K +864 +28%
CCP
382
Carmel Capital Partners
California
$194K +$36.4K +750 +23%
XT
383
XTX Topco
Cayman Islands
$192K +$191K +3,934 New
P
384
&Partners
Tennessee
$191K +$190K +3,911 New
CCM
385
Coldstream Capital Management
Washington
$187K +$4.56K +94 +3%
HSA
386
HBK Sorce Advisory
Pennsylvania
$186K +$44.2K +910 +31%
SOW
387
State of Wyoming
Wyoming
$184K +$118K +2,427 +183%
FFA
388
Farther Finance Advisors
California
$183K +$11.7K +241 +7%
TFS
389
Thoroughbred Financial Services
Tennessee
$183K +$182K +3,742 New
SAM
390
Seelaus Asset Management
New Jersey
$182K -$5.82K -120 -3%
MFS
391
Mirabella Financial Services
United Kingdom
$181K +$180K +3,700 New
SDIC
392
South Dakota Investment Council
South Dakota
$177K – – –
PCIA
393
Prime Capital Investment Advisors
Kansas
$175K -$20.4K -421 -11%
AAS
394
Avantax Advisory Services
Texas
$175K +$173K +3,572 New
HCM
395
Howard Capital Management
Georgia
$173K +$171K +3,532 New
ASN
396
Advisory Services Network
Georgia
$172K -$10.1K -209 -6%
RP
397
Rowlandmiller & Partners
Georgia
$169K – – –
EH
398
Equitable Holdings
New York
$169K -$20.8K -428 -11%
SC
399
Scotia Capital
Ontario, Canada
$166K -$314K -6,481 -66%
GWAM
400
Guardian Wealth Advisors (Minnesota)
Minnesota
$165K – – –