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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
401
Whalen Wealth Management
Nevada
$409K +$357K +5,912 New
SPIA
402
Steward Partners Investment Advisory
New York
$399K +$195K +3,232 +127%
Susquehanna International Group
403
Susquehanna International Group
Pennsylvania
$395K -$6.2M -102,763 -95%
GT
404
Greenleaf Trust
Michigan
$394K +$3.5K +58 +1%
FT
405
Fiduciary Trust
Massachusetts
$389K +$7.48K +124 +2%
CSPIA
406
Cary Street Partners Investment Advisory
Virginia
$386K +$96K +1,590 +40%
AC
407
AXQ Capital
New Jersey
$380K +$332K +5,500 New
KIA
408
KLR Investment Advisors
Rhode Island
$380K -$672K -11,131 -68%
WA
409
Wealth Alliance
New York
$377K +$52.9K +876 +19%
UCFA
410
United Capital Financial Advisors
Texas
$368K +$321K +5,316 New
KWA
411
Kingswood Wealth Advisors
California
$362K +$316K +5,230 New
TC
412
TwinBeech Capital
New York
$360K +$314K +5,202 New
PAG
413
Private Advisor Group
New Jersey
$360K +$5.67K +94 +2%
SW
414
SVB Wealth
Massachusetts
$358K +$72.6K +1,203 +30%
DOA
415
D'Orazio & Associates
Virginia
$355K +$87.3K +1,446 +39%
Wealth Enhancement Advisory Services
416
Wealth Enhancement Advisory Services
Minnesota
$352K -$33.2K -550 -10%
DWT
417
Dorsey & Whitney Trust
South Dakota
$343K +$43.6K +723 +17%
JWM
418
Janiczek Wealth Management
Colorado
$329K +$9.35K +155 +3%
UBS AM
419
UBS AM
Illinois
$325K +$284K +4,700 New
MOS
420
MGO One Seven
Ohio
$324K +$51.5K +854 +22%
VA
421
Vident Advisory
Georgia
$324K +$283K +4,687 New
IW
422
Imprint Wealth
South Carolina
$324K +$31.1K +516 +13%
BTWM
423
Baker Tilly Wealth Management
Wisconsin
$320K +$40.9K +677 +17%
AWS
424
Atria Wealth Solutions
New York
$317K +$277K +4,588 New
LC
425
Lindbrook Capital
California
$315K +$90.9K +1,506 +49%