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Name Holding Trade Value Shares
Change
Change in
Stake
XT
426
XTX Topco
Cayman Islands
$847K -$90.1K -2,459 -9%
CAG
427
Csenge Advisory Group
Florida
$847K -$64.9K -1,771 -7%
SC
428
Savant Capital
Illinois
$845K -$42.8K -1,170 -5%
HCM
429
Howland Capital Management
Massachusetts
$825K -$93.1K -2,542 -10%
BCM
430
Birmingham Capital Management
Alabama
$825K
DF
431
Donoghue Forlines
Massachusetts
$821K -$22.7K -621 -3%
MCM
432
Monarch Capital Management
Indiana
$820K -$58.6K -1,600 -6%
FFM
433
Forum Financial Management
Illinois
$814K +$15K +410 +2%
QCG
434
Quadrant Capital Group
Ohio
$804K -$6.04K -165 -0.7%
LC
435
Lindbrook Capital
California
$803K -$32.7K -893 -4%
MWM
436
Modern Wealth Management
Kansas
$803K +$830K +22,673 New
PS
437
Principal Securities
Iowa
$799K +$826K +22,561 New
GM
438
GeoWealth Management
Illinois
$798K +$607K +16,573 +278%
JGC
439
J. Goldman & Co
New York
$797K +$824K +22,500 New
MG
440
Mather Group
Illinois
$794K -$9.96K -272 -1%
Prudential Financial
441
Prudential Financial
New Jersey
$789K -$39.1K -1,067 -5%
FFA
442
Founders Financial Alliance
North Carolina
$787K +$13.1K +357 +2%
GVAG
443
Great Valley Advisor Group
Delaware
$787K +$57.5K +1,570 +8%
JGUA
444
John G. Ullman & Associates
New York
$786K -$3.66K -100 -0.4%
AWE
445
Avidian Wealth Enterprises
Texas
$784K -$11.7K -320 -1%
SF
446
Synovus Financial
Georgia
$774K -$85.4K -2,332 -10%
WPA
447
Winning Points Advisors
Florida
$774K +$94.2K +2,573 +13%
DAS
448
Dynamic Advisor Solutions
Arizona
$773K -$71.8K -1,961 -8%
MNBTD
449
Moody National Bank Trust Division
Texas
$772K -$292K -7,983 -27%
LBWM
450
Left Brain Wealth Management
Illinois
$770K