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Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
251
Pathstone Holdings
New Jersey
$563K +$326K +9,540 +144%
XF
252
XML Financial
Maryland
$559K -$109K -3,193 -17%
AWS
253
Atria Wealth Solutions
New York
$552K +$106K +3,117 +25%
KWA
254
Kingswood Wealth Advisors
California
$541K -$236K -6,918 -31%
SSB
255
Sandy Spring Bank
Maryland
$535K -$87.6K -2,566 -14%
QWM
256
Quadcap Wealth Management
Texas
$535K -$17.3K -506 -3%
EFS
257
Essex Financial Services
Connecticut
$533K -$52.8K -1,546 -9%
CP
258
Cumberland Partners
Ontario, Canada
$518K -$117K -3,418 -19%
TI
259
Tidal Investments
Wisconsin
$518K +$295K +8,633 +138%
IWC
260
Integrated Wealth Concepts
Massachusetts
$511K -$759K -22,216 -60%
VFA
261
Voya Financial Advisors
Connecticut
$510K -$19.9K -584 -4%
IFG
262
Independent Financial Group
California
$507K +$497K +14,555 New
SWP
263
Stratos Wealth Partners
Ohio
$504K -$283K -8,287 -36%
CIAS
264
Capital Investment Advisory Services
North Carolina
$501K -$14K -409 -3%
SCA
265
Snowden Capital Advisors
New York
$499K -$16.5K -484 -3%
PAMP
266
Polar Asset Management Partners
Ontario, Canada
$498K +$489K +14,309 New
AAS
267
Avantax Advisory Services
Texas
$496K +$44.4K +1,299 +10%
TC
268
TownSquare Capital
Utah
$493K +$56.2K +1,647 +13%
YCM
269
Yousif Capital Management
Michigan
$492K -$14.6K -427 -3%
GSCM
270
Greenfield Seitz Capital Management
Texas
$490K -$10.5K -308 -2%
DP
271
Dearborn Partners
Illinois
$488K
AllianceBernstein
272
AllianceBernstein
Tennessee
$486K -$7.14M -209,039 -94%
LI
273
Louisbourg Investments
New Brunswick, Canada
$484K +$7.85K +230 +2%
AWM
274
AE Wealth Management
Kansas
$472K -$28.1K -824 -6%
BA
275
Bridgewater Associates
Connecticut
$454K -$126K -3,682 -22%