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Name Holding Trade Value Shares
Change
Change in
Stake
NRD
501
Nebula Research & Development
New York
$292K +$259K +3,386 New
William Blair & Company
502
William Blair & Company
Illinois
$290K +$257K +3,366 New
DC
503
Diametric Capital
Massachusetts
$290K +$257K +3,365 New
IAA
504
Independent Advisor Alliance
North Carolina
$288K +$1.83K +24 +0.7%
WFA
505
Wellspring Financial Advisors
Ohio
$281K +$249K +3,259 New
BSW
506
Buckingham Strategic Wealth
Missouri
$278K +$246K +3,223 New
SRC
507
Sage Rhino Capital
California
$274K +$6.12K +80 +3%
GIA
508
Guyasuta Investment Advisors
Pennsylvania
$274K
CCM
509
Coldstream Capital Management
Washington
$272K +$241K +3,159 New
EI
510
Ethic Inc
New York
$272K +$10.1K +132 +4%
CWM
511
Congress Wealth Management
Massachusetts
$264K
LNC
512
Lincoln National Corp
Pennsylvania
$259K +$7.49K +98 +3%
TC
513
TwinBeech Capital
New York
$257K -$170K -2,220 -43%
SGI
514
Summit Global Investments
Utah
$251K +$222K +2,910 New
RCWM
515
Royal Capital Wealth Management
Indiana
$250K
SWP
516
Stratos Wealth Partners
Ohio
$249K +$221K +2,888 New
BAM
517
Belpointe Asset Management
Nevada
$246K -$69.9K -915 -24%
CCA
518
Checchi Capital Advisers
California
$245K +$217K +2,841 New
VFPI
519
Vantage Financial Partners (Illinois)
Illinois
$244K +$216K +2,825 New
IC
520
IEQ Capital
California
$242K +$214K +2,803 New
P
521
Pitcairn
Pennsylvania
$241K +$214K +2,795 New
LRPA
522
L. Roy Papp & Associates
Arizona
$240K +$213K +2,781 New
DWM
523
Dakota Wealth Management
Florida
$235K +$208K +2,726 New
PA
524
Procyon Advisors
Connecticut
$234K +$207K +2,707 New
CIA
525
Choate Investment Advisors
Massachusetts
$230K -$19.1K -250 -9%