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Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
326
Independent Solutions Wealth Management
New York
$312K
AWS
327
Atria Wealth Solutions
New York
$308K
EHWM
328
Eads & Heald Wealth Management
Georgia
$307K +$309K +566 New
PCS
329
Personal CFO Solutions
New Jersey
$302K +$3.28K +6 +1%
CF
330
Centaurus Financial
California
$301K -$9.84K -18 -3%
FTDI
331
First Trust Direct Indexing
Massachusetts
$298K -$2.19K -4 -0.7%
CF
332
Cantor Fitzgerald
New York
$296K
XT
333
XTX Topco
Cayman Islands
$295K -$352K -643 -54%
GSEP
334
Golden State Equity Partners
California
$282K +$284K +520 New
SW
335
SkyOak Wealth
Michigan
$278K +$15.9K +29 +6%
SCA
336
Stonebridge Capital Advisors
Minnesota
$272K
SFG
337
SNS Financial Group
Minnesota
$271K -$547 -1 -0.2%
EWA
338
EverSource Wealth Advisors
Alabama
$271K -$27.9K -51 -9%
VNA
339
Valley National Advisers
Pennsylvania
$271K
MA
340
MCF Advisors
Kentucky
$271K
FWM
341
Forza Wealth Management
Florida
$271K +$27.3K +50 +11%
FL
342
Fort LP
Maryland
$270K -$38.8K -71 -12%
ILI
343
Invesco LLC (Illinois)
Illinois
$270K +$272K +498 New
PFS
344
Prospera Financial Services
Texas
$266K -$1.09K -2 -0.4%
PFBT
345
Parkside Financial Bank & Trust
Missouri
$256K
BFG
346
Berger Financial Group
Minnesota
$256K +$13.7K +25 +6%
WTC
347
WhitTier Trust Company
Nevada
$255K
PA
348
Profund Advisors
Maryland
$252K -$29K -53 -10%
Mitsubishi UFJ Trust & Banking
349
Mitsubishi UFJ Trust & Banking
Japan
$252K +$255K +466 New
BMSSC
350
B. Metzler seel. Sohn & Co
Germany
$238K