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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
551
Carson Wealth (CWM LLC)
Nebraska
$377K +$163K +1,938 +91%
XT
552
XTX Topco
Cayman Islands
$372K +$337K +4,010 New
EFS
553
Essex Financial Services
Connecticut
$371K -$27.9K -332 -8%
OAM
554
Ostrum Asset Management
France
$367K +$4.12K +49 +1%
CAG
555
Csenge Advisory Group
Florida
$366K -$67.5K -804 -17%
PWG
556
Portside Wealth Group
Utah
$363K -$4.37K -52 -1%
CNB
557
Camden National Bank
Maine
$360K +$326K +3,880 New
MWM
558
Modern Wealth Management
Kansas
$357K +$27.7K +330 +9%
MAS
559
Meeder Advisory Services
Ohio
$356K +$322K +3,840 New
MOS
560
MGO One Seven
Ohio
$353K -$47.5K -566 -13%
CCM
561
Coldstream Capital Management
Washington
$340K +$41.1K +489 +16%
IC
562
IEQ Capital
California
$338K +$62.2K +741 +25%
IWC
563
Integrated Wealth Concepts
Massachusetts
$329K -$11.4K -136 -4%
FVWA
564
Foster Victor Wealth Advisors
South Carolina
$328K +$37.9K +451 +14%
IWA
565
Icon Wealth Advisors
Texas
$326K -$420 -5 -0.1%
MCM
566
Moore Capital Management
New York
$325K -$23.5M -279,728 -99%
AWS
567
Atria Wealth Solutions
New York
$320K +$290K +3,454 New
DAS
568
Diversify Advisory Services
Utah
$319K -$121K -1,441 -29%
OWA
569
One Wealth Advisors
California
$317K +$52.3K +623 +22%
WIM
570
Waverton Investment Management
United Kingdom
$313K +$283K +3,376 New
TCA
571
Transcend Capital Advisors
New Jersey
$307K -$27K -321 -9%
PP
572
PDS Planning
Ohio
$303K +$49.5K +589 +22%
WFA
573
Wellspring Financial Advisors
Ohio
$298K -$4.28K -51 -2%
DWM
574
Dakota Wealth Management
Florida
$296K +$31.8K +379 +13%
LCOV
575
London Company of Virginia
Virginia
$295K +$36.1K +430 +16%