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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
426
Kelleher Financial Advisors
New York
$797K +$833K +5,352 New
PWMAG
427
Pinnacle Wealth Management Advisory Group
New Jersey
$787K -$50.6K -325 -6%
SAM
428
Silvercrest Asset Management
New York
$785K +$63.2K +406 +8%
Rafferty Asset Management
429
Rafferty Asset Management
New York
$764K -$670K -4,304 -46%
CF
430
Copperwynd Financial
Arizona
$761K +$17.4K +112 +2%
RFC
431
Regions Financial Corp
Alabama
$760K -$12.1K -78 -2%
S
432
SimplyRich
California
$760K
P
433
Pitcairn
Pennsylvania
$749K -$9.81K -63 -1%
SC
434
Sovarnum Capital
New York
$745K +$389K +2,500 +100%
RE
435
RBC Europe
United Kingdom
$731K +$233K +1,494 +44%
RJT
436
Raymond James Trust
Florida
$715K +$9.5K +61 +1%
OFS
437
OneAscent Financial Services
Alabama
$711K +$743K +4,773 New
HAG
438
HighPoint Advisor Group
Illinois
$702K -$61K -392 -8%
CAPTRUST Financial Advisors
439
CAPTRUST Financial Advisors
North Carolina
$702K +$54.7K +351 +8%
KAS
440
Kestra Advisory Services
Texas
$699K +$120K +771 +20%
IA
441
IndexIQ Advisors
New York
$695K +$35.5K +228 +5%
Assenagon Asset Management
442
Assenagon Asset Management
Luxembourg
$695K +$479K +3,074 +193%
SIA
443
SeaBridge Investment Advisors
New Jersey
$691K +$52.8K +339 +8%
Simplex Trading
444
Simplex Trading
Illinois
$686K
Creative Planning
445
Creative Planning
Kansas
$683K +$209K +1,345 +41%
CCP
446
Corient Capital Partners
California
$668K -$15.6K -100 -2%
AT
447
Arden Trust
Delaware
$668K +$779 +5 +0.1%
HH
448
Hilltop Holdings
Texas
$662K +$68.4K +439 +11%
Vanguard Personalized Indexing Management
449
Vanguard Personalized Indexing Management
California
$661K -$94.1K -604 -12%
PTP
450
Platform Technology Partners
New York
$659K -$40.2K -258 -6%