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Name Holding Trade Value Shares
Change
Change in
Stake
RW
626
Rede Wealth
Virginia
$437K
APP
627
Alpha Paradigm Partners
Illinois
$435K +$416K +1,891 New
IAN
628
Integrated Advisors Network
Texas
$434K -$160K -725 -28%
JF
629
Jump Financial
Illinois
$433K -$356K -1,615 -46%
Lido Advisors
630
Lido Advisors
California
$430K -$4.4K -20 -1%
TAM
631
Trust Asset Management
Texas
$427K +$72K +327 +21%
SIA
632
Strategic Investment Advisors
Michigan
$423K +$30.4K +138 +8%
VCM
633
Vigilant Capital Management
Maine
$421K
CGL
634
Clarius Group LLC
Washington
$419K +$1.98K +9 +0.5%
MAM
635
Meeder Asset Management
Ohio
$418K +$116K +526 +41%
PA
636
Parallel Advisors
California
$411K +$29.5K +134 +8%
GLA
637
Great Lakes Advisors
Illinois
$403K -$88K -400 -19%
DAS
638
Dynamic Advisor Solutions
Arizona
$400K -$2.64K -12 -0.7%
JIC
639
Joel Isaacson & Co
New York
$399K +$17.2K +78 +5%
QCG
640
Quadrant Capital Group
Ohio
$395K +$28.8K +131 +8%
FI
641
Fosun International
China
$395K +$123K +560 +49%
S
642
SimplyRich
California
$394K
VFA
643
Valeo Financial Advisors
Indiana
$394K +$71.3K +324 +23%
ASN
644
Advisory Services Network
Georgia
$391K -$14.3K -65 -4%
PWM
645
Perigon Wealth Management
California
$390K +$373K +1,696 New
NCMW
646
Northern Capital Management (Washington)
Washington
$388K
LP
647
LMR Partners
United Kingdom
$388K +$371K +1,686 New
FPS
648
Fieldpoint Private Securities
Connecticut
$387K -$25.1K -114 -6%
NL
649
NWAM LLC
Washington
$385K
BAM
650
Belpointe Asset Management
Nevada
$385K +$440 +2 +0.1%