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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Accel Wealth Management
Iowa
$382K +$324K +3,058 New
A
252
Allianz
Germany
$375K +$318K +3,000 New
HCMT
253
Highland Capital Management (Tennessee)
Tennessee
$375K +$318K +3,000 New
IFG
254
Independent Financial Group
California
$368K -$694K -6,546 -69%
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$366K +$239K +2,252 +332%
LSA
256
Leonteq Securities AG
Switzerland
$355K -$6.46K -61 -2%
SAI
257
Savvy Advisors Inc
New York
$352K +$299K +2,820 New
VT
258
Vise Technologies
New York
$344K +$313K +2,954 New
BWP
259
Balboa Wealth Partners
Arizona
$344K +$291K +2,750 New
AAS
260
Avantax Advisory Services
Texas
$340K +$289K +2,723 New
TWC
261
TD Waterhouse Canada
Ontario, Canada
$330K +$277K +2,614 New
Baird Financial Group
262
Baird Financial Group
Wisconsin
$325K +$276K +2,601 New
LA
263
Legacy Advisors
Pennsylvania
$322K +$322K +3,040 New
PMFA
264
Plante Moran Financial Advisors
Michigan
$312K
PAI
265
Pittenger & Anderson Inc
Nebraska
$312K +$44.5K +420 +20%
CPM
266
Connective Portfolio Management
New York
$312K +$265K +2,500 New
HWA
267
HHM Wealth Advisors
Tennessee
$311K -$26.5K -250 -9%
MMC
268
Mizuho Markets Cayman
Cayman Islands
$308K +$261K +2,463 New
William Blair & Company
269
William Blair & Company
Illinois
$302K +$256K +2,420 New
KPWS
270
Kestra Private Wealth Services
Texas
$302K +$256K +2,413 New
HAG
271
HighPoint Advisor Group
Illinois
$300K +$56.9K +537 +27%
MA
272
Mutual Advisors
Nebraska
$291K +$246K +2,325 New
Manulife (Manufacturers Life Insurance)
273
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$290K +$246K +2,321 New
Invesco
274
Invesco
Georgia
$287K -$144M -1,358,133 -100%
Lido Advisors
275
Lido Advisors
California
$286K +$242K +2,287 New