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Name Holding Trade Value Shares
Change
Change in
Stake
STA
326
Summit Trail Advisors
New York
$815K -$1.44M -2,554 -63%
Toronto Dominion Bank
327
Toronto Dominion Bank
Ontario, Canada
$792K +$3.96K +7 +0.5%
PA
328
Procyon Advisors
Connecticut
$791K +$28.3K +50 +3%
Prudential Financial
329
Prudential Financial
New Jersey
$785K -$482K -853 -37%
CL
330
Choreo LLC
Illinois
$778K +$262K +463 +47%
WANY
331
Wealthspire Advisors (New York)
New York
$757K +$146K +259 +22%
FFA
332
Farther Finance Advisors
California
$754K +$184K +326 +30%
HCM
333
Howland Capital Management
Massachusetts
$746K
DWM
334
Dakota Wealth Management
Florida
$732K -$333K -590 -30%
BTI
335
Blue Trust Inc
Georgia
$723K +$416K +737 +119%
EH
336
Equitable Holdings
New York
$712K +$422K +747 +127%
AUB
337
Atlantic Union Bankshares
Virginia
$709K +$17K +30 +2%
GFA
338
Gladwyn Financial Advisors
Virginia
$693K
FNA
339
First National Advisers
Nebraska
$689K -$118K -208 -14%
QCM
340
Qsemble Capital Management
New York
$666K +$706K +1,250 New
D.E. Shaw & Co
341
D.E. Shaw & Co
New York
$664K -$1.74M -3,087 -71%
CCM
342
Coldstream Capital Management
Washington
$661K -$142K -251 -17%
JF
343
Jump Financial
Illinois
$649K +$688K +1,218 New
TFA
344
Teamwork Financial Advisors
Texas
$640K
AI
345
Atria Investments
North Carolina
$634K +$150K +266 +29%
IA
346
IFP Advisors
Florida
$629K -$60.5K -107 -8%
OIA
347
OneDigital Investment Advisors
Kansas
$621K -$636K -1,126 -49%
Walleye Trading
348
Walleye Trading
New York
$618K +$656K +1,160 New
URS
349
Utah Retirement Systems
Utah
$612K
OCA
350
OpenArc Corporate Advisory
Georgia
$611K +$648K +1,146 New