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Name Holding Trade Value Shares
Change
Change in
Stake
V
301
Veritable
Delaware
$312K -$50.7K -468 -13%
NFG
302
Nations Financial Group
Iowa
$309K +$325K +3,000 New
GIA
303
Gladstone Institutional Advisory
Florida
$301K +$317K +2,922 New
Squarepoint
304
Squarepoint
New York
$295K +$310K +2,859 New
Creative Planning
305
Creative Planning
Kansas
$291K +$60.2K +555 +24%
LWAM
306
Legacy Wealth Asset Management
Minnesota
$273K -$8.02K -74 -3%
UCFA
307
United Capital Financial Advisors
Texas
$273K +$287K +2,650 New
BAM
308
Belpointe Asset Management
Nevada
$265K -$6.5K -60 -2%
CCM
309
Coldstream Capital Management
Washington
$260K +$273K +2,516 New
CAM
310
Cresset Asset Management
Illinois
$259K -$715K -6,595 -72%
Cambridge Investment Research Advisors
311
Cambridge Investment Research Advisors
Iowa
$231K +$243K +2,241 New
MIAS
312
Mason Investment Advisory Services
Virginia
$229K
BCA
313
Biltmore Capital Advisors
New Jersey
$225K
HKIMG
314
Hutchens & Kramer Investment Management Group
Indiana
$218K +$272K +2,508 New
XT
315
XTX Topco
Cayman Islands
$217K +$228K +2,104 New
CNC
316
Canandaigua National Corp
New York
$216K -$4.55K -42 -2%
PCP
317
Proficio Capital Partners
Massachusetts
$210K -$3.47K -32 -2%
LA
318
Lindenwold Advisors
Pennsylvania
$207K +$218K +2,010 New
LSA
319
Leonteq Securities AG
Switzerland
$207K
SKK
320
Shepherd Kaplan Krochuk
Massachusetts
$206K
Vanguard Personalized Indexing Management
321
Vanguard Personalized Indexing Management
California
$206K +$216K +1,996 New
NIMI
322
Natixis Investment Managers International
France
$194K -$14.3K -132 -7%
PVH
323
Psagot Value Holdings
Israel
$170K +$1.08K +10 +0.6%
HIA
324
Harbor Investment Advisory
Maryland
$165K -$21.2K -196 -11%
AF
325
Advisornet Financial
Minnesota
$165K -$10.3K -95 -6%