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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
301
Vestmark Advisory Solutions
Massachusetts
$783K +$382K +5,927 +92%
NHC
302
Nicholas Hoffman & Company
Georgia
$779K +$57.5K +892 +8%
SGA
303
Strategic Global Advisors
California
$773K -$22.6K -350 -3%
SCP
304
Stamos Capital Partners
California
$771K
AssetMark Inc
305
AssetMark Inc
California
$753K +$148K +2,301 +24%
ECM
306
Evergreen Capital Management
Washington
$749K +$54.8K +850 +8%
BRWA
307
B. Riley Wealth Advisors
Florida
$749K +$499K +7,736 +190%
HVP
308
Hudson Value Partners
Florida
$746K
ONB
309
Old National Bancorp
Indiana
$737K +$56.4K +874 +8%
CF
310
Centaurus Financial
California
$736K +$86.2K +1,337 +13%
IAS
311
Insigneo Advisory Services
Florida
$733K +$277K +4,300 +59%
QI
312
Qtron Investments
Massachusetts
$732K +$129K +2,005 +21%
Invesco
313
Invesco
Georgia
$723K +$158K +2,453 +27%
LAI
314
Legal Advantage Investments
California
$710K
LNC
315
Lincoln National Corp
Pennsylvania
$708K +$331K +5,141 +85%
Jane Street
316
Jane Street
New York
$708K -$2.16M -33,571 -75%
ADMI
317
Albert D. Mason Inc
Massachusetts
$702K +$1.16K +18 +0.2%
Deutsche Bank
318
Deutsche Bank
Germany
$691K
PAG
319
Private Advisor Group
New Jersey
$687K -$224K -3,467 -24%
WT
320
Whittier Trust
California
$680K -$64 -1 -0%
AWE
321
Avidian Wealth Enterprises
Texas
$679K +$136K +2,112 +25%
PHS
322
Pekin Hardy Strauss
Illinois
$679K -$148K -2,300 -18%
WS
323
Wedbush Securities
California
$665K -$378K -5,856 -36%
LSAG
324
Lake Street Advisors Group
New Hampshire
$652K -$8.19K -127 -1%
BHC
325
Bowen Hanes & Co
Florida
$645K