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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
426
Csenge Advisory Group
Florida
$312K +$8.99K +149 +3%
PCM
427
Prelude Capital Management
New York
$312K +$14.8K +245 +6%
FVWA
428
Foster Victor Wealth Advisors
South Carolina
$301K -$89.4K -1,482 -25%
Cambridge Investment Research Advisors
429
Cambridge Investment Research Advisors
Iowa
$294K +$19.6K +324 +8%
PWG
430
Portside Wealth Group
Utah
$290K +$253K +4,200 New
CMF
431
Counterpoint Mutual Funds
California
$285K +$249K +4,125 New
Group One Trading
432
Group One Trading
Illinois
$280K +$244K +4,048 New
GIA
433
Guyasuta Investment Advisors
Pennsylvania
$274K +$239K +3,959 New
DC
434
Davenport & Co
Virginia
$270K +$236K +3,910 New
DIA
435
Dana Investment Advisors
Wisconsin
$268K +$234K +3,878 New
MFS
436
Mirabella Financial Services
United Kingdom
$265K -$11.1M -183,422 -98%
AssetMark Inc
437
AssetMark Inc
California
$264K -$290K -4,813 -56%
HH
438
Hilltop Holdings
Texas
$262K
FFO
439
Fiduciary Family Office
Florida
$262K +$229K +3,787 New
BAM
440
Belpointe Asset Management
Nevada
$260K +$227K +3,764 New
SG Americas Securities
441
SG Americas Securities
New York
$258K +$225K +3,724 New
SSWM
442
Strait & Sound Wealth Management
California
$249K +$220K +3,653 New
PP
443
PDS Planning
Ohio
$244K +$213K +3,533 New
Thrivent Financial for Lutherans
444
Thrivent Financial for Lutherans
Minnesota
$241K +$210K +3,484 New
T. Rowe Price Associates
445
T. Rowe Price Associates
Maryland
$240K +$209K +3,458 New
BCM
446
Barden Capital Management
Texas
$240K -$527K -8,726 -72%
IWC
447
Integrated Wealth Concepts
Massachusetts
$237K +$207K +3,425 New
PSP
448
Principal Street Partners
Tennessee
$235K +$205K +3,393 New
IAA
449
Independent Advisor Alliance
North Carolina
$229K +$200K +3,310 New
IWA
450
Icon Wealth Advisors
Texas
$226K +$197K +3,266 New