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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
326
CVA Family Office
Colorado
$327K +$1.99K +35 +0.6%
SFA
327
Sequoia Financial Advisors
Ohio
$322K +$47.6K +838 +17%
BL
328
Balentine LLC
Georgia
$317K -$20.2K -356 -6%
AG
329
Ascent Group
Virginia
$312K +$9.49K +167 +3%
Wealth Enhancement Advisory Services
330
Wealth Enhancement Advisory Services
Minnesota
$309K +$321K +5,643 New
GT
331
Greenleaf Trust
Michigan
$308K -$2.67K -47 -0.8%
FT
332
Fiduciary Trust
Massachusetts
$306K +$88.2K +1,551 +39%
PA
333
Parallel Advisors
California
$304K +$8.18K +144 +3%
SAM
334
Seelaus Asset Management
New Jersey
$300K +$311K +5,474 New
SC
335
Syon Capital
California
$285K +$296K +5,208 New
PAG
336
Private Advisor Group
New Jersey
$279K -$97.5K -1,715 -25%
Baird Financial Group
337
Baird Financial Group
Wisconsin
$279K +$289K +5,093 New
WI
338
Wahed Invest
New York
$279K +$286K +5,024 New
GF
339
Gabelli Funds
New York
$274K +$284K +5,000 New
AFG
340
Atomi Financial Group
New York
$270K +$280K +4,924 New
TRCT
341
Tower Research Capital (TRC)
New York
$264K -$752K -13,229 -73%
JWM
342
Janiczek Wealth Management
Colorado
$251K -$625 -11 -0.2%
WA
343
Wealth Alliance
New York
$250K +$260K +4,577 New
CAG
344
Csenge Advisory Group
Florida
$239K +$11.7K +206 +5%
PCM
345
Prelude Capital Management
New York
$233K +$242K +4,262 New
DWT
346
Dorsey & Whitney Trust
South Dakota
$232K -$23.4K -412 -9%
IW
347
Imprint Wealth
South Carolina
$225K -$201K -3,536 -46%
CSPIA
348
Cary Street Partners Investment Advisory
Virginia
$218K +$53.8K +947 +31%
KAS
349
Kestra Advisory Services
Texas
$217K -$12.6K -222 -5%
SW
350
SVB Wealth
Massachusetts
$217K -$58.8K -1,034 -21%