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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
426
Cooper Financial Group
California
$807K -$333K -8,879 -28%
MCM
427
MAI Capital Management
Ohio
$802K -$73.2K -1,954 -8%
JGUA
428
John G. Ullman & Associates
New York
$801K
SW
429
SVB Wealth
Massachusetts
$801K -$117K -3,127 -12%
DAS
430
Dynamic Advisor Solutions
Arizona
$799K +$27.7K +738 +3%
MCM
431
Monarch Capital Management
Indiana
$797K -$40.5K -1,080 -5%
LBWM
432
Left Brain Wealth Management
Illinois
$785K
AWM
433
AE Wealth Management
Kansas
$781K -$50.7K -1,353 -6%
WIM
434
Wittenberg Investment Management
Massachusetts
$780K
RFG
435
Range Financial Group
Oregon
$779K +$14.7K +393 +2%
FFA
436
Founders Financial Alliance
North Carolina
$779K +$4.01K +107 +0.5%
MNBTD
437
Moody National Bank Trust Division
Texas
$775K +$6.41K +171 +0.8%
HIS
438
Horizon Investment Services
Indiana
$773K -$7.49K -200 -0.9%
BL
439
BFSG LLC
California
$772K -$37.5K -1,000 -4%
Prudential Financial
440
Prudential Financial
New Jersey
$763K +$10.5K +280 +1%
BWP
441
Balboa Wealth Partners
Arizona
$750K -$17K -453 -2%
PWPS
442
Pinnacle Wealth Planning Services
Ohio
$747K +$42.8K +1,141 +6%
GIA
443
Gladstone Institutional Advisory
Florida
$747K +$68.3K +1,823 +10%
ECM
444
ExodusPoint Capital Management
New York
$746K +$774K +20,658 New
PFMU
445
Privium Fund Management (UK)
United Kingdom
$745K +$759K +20,255 New
FFS
446
Founders Financial Securities
Maryland
$739K -$20K -534 -3%
PGIM
447
Pacific Global Investment Management
California
$738K
NP
448
Nilsine Partners
Colorado
$736K +$48.8K +1,301 +7%
CCA
449
Checchi Capital Advisers
California
$732K +$1.42K +38 +0.2%
MPPW
450
Mitchell & Pahl Private Wealth
Oklahoma
$728K -$2.14K -57 -0.3%