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Name Holding Trade Value Shares
Change
Change in
Stake
VA
301
Vident Advisory
Georgia
$360K +$336K +7,615 New
XT
302
XTX Topco
Cayman Islands
$354K -$233K -5,278 -41%
PFO
303
Pathstone Family Office
New Jersey
$351K +$99.7K +2,261 +44%
FFL
304
Future Fund LLC
Illinois
$349K -$22.2K -504 -6%
KAS
305
Kestra Advisory Services
Texas
$344K -$38K -861 -11%
BTWM
306
Baker Tilly Wealth Management
Wisconsin
$343K -$44.2K -1,002 -12%
MOS
307
MGO One Seven
Ohio
$342K -$6.92K -157 -2%
LAS
308
Lloyd Advisory Services
Georgia
$339K +$316K +7,166 New
NG
309
Norden Group
Utah
$339K +$316K +7,166 New
SWP
310
Stratos Wealth Partners
Ohio
$328K +$306K +6,939 New
SCM
311
Shelton Capital Management
Colorado
$327K -$23.3K -528 -7%
PA
312
PSI Advisors
Florida
$324K -$44.1K -1,000 -13%
CIBC World Market
313
CIBC World Market
Ontario, Canada
$310K -$15K -340 -5%
LCM
314
Legato Capital Management
California
$303K +$283K +6,420 New
MAM
315
Marketfield Asset Management
New York
$297K
GC
316
Grimes & Company
Massachusetts
$291K -$40.2K -912 -13%
DT
317
Diversified Trust
Tennessee
$290K +$52.5K +1,192 +24%
Cambridge Investment Research Advisors
318
Cambridge Investment Research Advisors
Iowa
$284K -$61.7K -1,399 -19%
SMH
319
Sanders Morris Harris
Texas
$284K +$264K +6,000 New
FC
320
FORA Capital
Florida
$280K +$261K +5,931 New
Creative Planning
321
Creative Planning
Kansas
$270K -$8.02K -182 -3%
CWM
322
Cornerstone Wealth Management
Missouri
$269K +$251K +5,689 New
BPA
323
Beacon Pointe Advisors
California
$269K +$2.34K +53 +0.9%
PWG
324
Portside Wealth Group
Utah
$264K -$26.3K -597 -10%
AWS
325
Atria Wealth Solutions
New York
$264K -$11.5K -261 -4%