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Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Continuum Advisory
Idaho
$260K -$33.1K -682 -10%
RWM
402
Ritholtz Wealth Management
New York
$259K +$300K +6,172 New
SC
403
Saturna Capital
Washington
$258K
RMC
404
Resources Management Corp
Connecticut
$257K -$7.29K -150 -2%
CWP
405
Curated Wealth Partners
California
$254K -$49.3K -1,015 -14%
MFS
406
Mirabella Financial Services
United Kingdom
$254K +$288K +5,923 New
RIG
407
Roosevelt Investment Group
New York
$252K +$34.7K +714 +14%
Lazard Asset Management
408
Lazard Asset Management
New York
$251K -$54.4K -1,120 -16%
HNWAG
409
High Net Worth Advisory Group
Florida
$251K
EA
410
Eudaimonia Advisors
Tennessee
$250K
Ensign Peak Advisors
411
Ensign Peak Advisors
Utah
$240K -$442K -9,100 -63%
IWA
412
Icon Wealth Advisors
Texas
$239K +$277K +5,705 New
PFBT
413
Parkside Financial Bank & Trust
Missouri
$238K +$7.14K +147 +3%
HSA
414
HBK Sorce Advisory
Pennsylvania
$235K +$65.9K +1,356 +32%
Koshinski Asset Management
415
Koshinski Asset Management
Illinois
$234K
AG
416
Advocate Group
Minnesota
$234K +$271K +5,580 New
Jones Financial Companies
417
Jones Financial Companies
Missouri
$228K -$25.3K -520 -9%
SMC
418
Smith, Moore & Co
Missouri
$225K -$43.7K -900 -14%
IWM
419
IHT Wealth Management
Illinois
$224K +$259K +5,337 New
IC
420
Inscription Capital
Texas
$222K
GC
421
Guggenheim Capital
Illinois
$219K +$253K +5,203 New
RFC
422
Regions Financial Corp
Alabama
$218K -$22.8K -470 -8%
BCM
423
Bayesian Capital Management
New York
$214K +$248K +5,100 New
Group One Trading
424
Group One Trading
Illinois
$212K +$245K +5,051 New
LFA
425
Legacy Financial Advisors
Kentucky
$209K +$10.7K +221 +5%