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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
301
Kestra Advisory Services
Texas
$609K -$207K -1,577 -26%
BEI
302
Benjamin Edwards Inc
Missouri
$607K +$315K +2,396 +116%
AEPWM
303
Atlantic Edge Private Wealth Management
Florida
$598K +$5.26K +40 +0.9%
SI
304
Stephens Inc
Arkansas
$595K -$1.58K -12 -0.3%
SLAM
305
Swiss Life Asset Management
$586K -$284K -2,162 -33%
TA
306
Tectonic Advisors
Texas
$581K +$81.1K +617 +17%
Walleye Trading
307
Walleye Trading
New York
$575K +$534K +4,062 +2,389%
KWM
308
Kingsview Wealth Management
Oregon
$570K -$94.3K -717 -15%
BCI
309
Brinker Capital Investments
Pennsylvania
$561K +$89.7K +682 +20%
OPS
310
Orion Portfolio Solutions
Nebraska
$561K +$89.7K +682 +20%
PI
311
PEAK6 Investments
Illinois
$554K +$536K +4,078 New
P
312
&Partners
Tennessee
$554K +$534K +4,065 New
TMAM
313
Tokio Marine Asset Management
Japan
$550K
XF
314
XML Financial
Maryland
$549K
KIA
315
KCM Investment Advisors
California
$548K +$8.54K +65 +2%
CIBC Private Wealth Group
316
CIBC Private Wealth Group
Georgia
$547K -$92.7K -705 -15%
Focus Partners Wealth
317
Focus Partners Wealth
Massachusetts
$542K +$531K +4,041 New
TPWM
318
Twelve Points Wealth Management
Massachusetts
$534K +$51.8K +394 +11%
RSWM
319
Robertson Stephens Wealth Management
California
$530K +$7.49K +57 +1%
SA
320
Sanctuary Advisors
Indiana
$513K -$496K -3,772 -35%
MFG
321
Menard Financial Group
Texas
$511K -$28.5K -217 -5%
BIA
322
BHK Investment Advisors
Alabama
$511K +$9.99K +76 +2%
MC
323
Machina Capital
France
$506K -$584K -4,443 -54%
AI
324
Atria Investments
North Carolina
$501K -$390K -2,967 -45%
PA
325
Procyon Advisors
Connecticut
$496K -$53.2K -405 -10%