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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
301
Sowell Financial Services
Arkansas
$307K -$16.7K -589 -5%
URS
302
Utah Retirement Systems
Utah
$306K -$34.6K -1,221 -10%
AWA
303
Arkadios Wealth Advisors
Georgia
$302K +$299K +10,559 New
MG
304
Marex Group
$297K +$294K +10,398 New
EAM
305
Erste Asset Management
Austria
$297K +$300K +10,594 New
AI
306
Atria Investments
North Carolina
$292K +$289K +10,204 New
UWS
307
Unique Wealth Strategies
Illinois
$291K +$288K +10,158 New
IAN
308
Integrated Advisors Network
Texas
$289K +$286K +10,102 New
CPIG
309
Chicago Partners Investment Group
Illinois
$285K +$30.1K +1,063 +12%
PWM
310
Paulson Wealth Management
Illinois
$283K +$281K +9,909 New
IPW
311
Impact Partnership Wealth
Georgia
$283K +$20.4K +722 +8%
I
312
InceptionR
California
$282K +$279K +9,852 New
CAM
313
Cresset Asset Management
Illinois
$281K +$32.5K +1,148 +13%
TRCT
314
Tower Research Capital (TRC)
New York
$278K -$18.6K -656 -6%
ProShare Advisors
315
ProShare Advisors
Maryland
$277K -$15.7K -556 -5%
EHAM
316
Eagle Harbor Asset Management
Washington
$274K -$13.6K -479 -5%
BC
317
Bayforest Capital
United Kingdom
$268K -$29.7K -1,050 -10%
VCM
318
Vivaldi Capital Management
Illinois
$264K
BCV
319
Banque Cantonale Vaudoise
Switzerland
$263K -$13.8K -488 -5%
FFA
320
Farther Finance Advisors
California
$258K +$46.5K +1,641 +22%
GI
321
GAMMA Investing
California
$256K +$49.5K +1,748 +24%
OAC
322
OMERS Administration Corp
Ontario, Canada
$255K -$1.46M -51,700 -85%
Focus Partners Wealth
323
Focus Partners Wealth
Massachusetts
$253K +$251K +8,852 New
Vontobel Holding
324
Vontobel Holding
Switzerland
$253K +$736 +26 +0.3%
FAM
325
Fred Alger Management
New York
$251K -$29.5K -1,043 -11%