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Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
226
US Bancorp
Minnesota
$654K +$276K +3,074 +76%
KPWS
227
Kestra Private Wealth Services
Texas
$653K +$181K +2,013 +40%
AWM
228
Axxcess Wealth Management
California
$648K +$180K +2,000 +40%
PAG
229
Private Advisor Group
New Jersey
$647K +$144K +1,603 +30%
CI
230
Corient IA
Florida
$644K +$628K +7,000 New
MCM
231
Massar Capital Management
Connecticut
$644K +$628K +7,000 New
SS
232
SBI Securities
Japan
$643K +$48.7K +542 +8%
Cambridge Investment Research Advisors
233
Cambridge Investment Research Advisors
Iowa
$636K +$45.7K +509 +8%
PHS
234
Pekin Hardy Strauss
Illinois
$636K +$620K +6,910 New
S
235
SimplyRich
California
$621K +$121K +1,345 +25%
JEST
236
JTC Employer Solutions Trustee
Jersey
$612K
Belvedere Trading
237
Belvedere Trading
Illinois
$610K -$377K -4,201 -39%
TI
238
Tidal Investments
Wisconsin
$598K +$584K +6,500 New
SIA
239
Sit Investment Associates
Minnesota
$591K
Jones Financial Companies
240
Jones Financial Companies
Missouri
$586K +$190K +2,117 +51%
GC
241
Guggenheim Capital
Illinois
$581K -$151K -1,681 -21%
AWA
242
Arkadios Wealth Advisors
Georgia
$573K +$559K +6,226 New
RFP
243
Root Financial Partners
California
$567K
CCM
244
Coldstream Capital Management
Washington
$562K -$3.23K -36 -0.6%
SCP
245
Sender Company & Partners
New York
$560K +$546K +6,082 New
IP
246
Ignite Planners
California
$548K +$61.2K +682 +12%
GAM
247
Groupama Asset Management
France
$548K +$287K +3,197 +120%
IWM
248
IHT Wealth Management
Illinois
$546K +$252K +2,806 +90%
ASN
249
Advisory Services Network
Georgia
$534K +$74.2K +826 +17%
Royal London Asset Management
250
Royal London Asset Management
United Kingdom
$518K -$88.2K -983 -15%