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Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
601
Atria Wealth Solutions
New York
$1.04M -$3.86M -32,575 -78%
FFN
602
Focus Financial Network
Minnesota
$1.04M +$38.4K +324 +4%
IA
603
Integrity Alliance
Iowa
$1.04M +$434K +3,668 +67%
IC
604
Iconiq Capital
California
$1.03M -$914K -7,719 -46%
IWM
605
IHT Wealth Management
Illinois
$1.03M -$86.9K -734 -7%
TC
606
TAGStone Capital
North Carolina
$1.02M – – –
CWM
607
Congress Wealth Management
Massachusetts
$1.01M +$45K +380 +4%
FRA
608
Frank Rimerman Advisors
California
$1M +$1.05M +8,860 New
TAM
609
Titleist Asset Management
Texas
$988K -$324K -2,740 -24%
MMC
610
Mizuho Markets Cayman
Cayman Islands
$979K +$1.02M +8,632 New
SB
611
SIG Brokerage
New York
$970K +$1.01M +8,557 New
LCM
612
Lazari Capital Management
California
$970K -$829 -7 -0.1%
SWP
613
Sagespring Wealth Partners
Tennessee
$967K +$173K +1,465 +21%
IFWM
614
Institute for Wealth Management
Colorado
$955K -$18.7K -158 -2%
GT
615
Greenleaf Trust
Michigan
$954K +$8.52K +72 +0.9%
JF
616
Joule Financial
Kentucky
$927K -$16.3K -138 -2%
SI
617
Stephens Inc
Arkansas
$922K +$90.8K +767 +10%
WIM
618
Westside Investment Management
California
$921K +$23.8K +201 +3%
DS
619
DRW Securities
Illinois
$917K +$958K +8,095 New
LOAMU
620
Lombard Odier Asset Management (USA)
New York
$915K -$134K -1,128 -12%
QT
621
Quantbot Technologies
New York
$914K +$954K +8,056 New
WF
622
WinCap Financial
Massachusetts
$909K -$276K -2,330 -23%
1WA
623
180 Wealth Advisors
Washington
$907K -$9.23K -78 -1%
BCM
624
Bluefin Capital Management
New York
$907K +$947K +8,000 New
MCM
625
MAI Capital Management
Ohio
$905K +$134K +1,129 +16%
23 24
25
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