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Name Holding Trade Value Shares
Change
Change in
Stake
MSS
451
Mitchell Sinkler & Starr
Pennsylvania
$672K +$361K +2,620 +101%
AIA
452
Angeles Investment Advisors
California
$669K +$244K +1,773 +50%
DWT
453
Dorsey & Whitney Trust
South Dakota
$666K -$24.7K -179 -3%
CFB
454
Cullen/Frost Bankers
Texas
$660K -$827 -6 -0.1%
SCI
455
Stableford Capital II
Arizona
$658K +$161K +1,170 +30%
SWP
456
Stratos Wealth Partners
Ohio
$658K -$110K -801 -13%
SPC
457
Sigma Planning Corp
Michigan
$657K +$90.1K +654 +14%
VT
458
Vise Technologies
New York
$657K -$29.2K -212 -4%
FTUS
459
Flow Traders U.S.
New York
$656K +$717K +5,202 New
LSAG
460
Lake Street Advisors Group
New Hampshire
$653K -$83.9K -609 -11%
FTDI
461
First Trust Direct Indexing
Massachusetts
$652K -$68.9K -500 -9%
MM
462
MQS Management
New York
$643K +$702K +5,097 New
BFO
463
Boston Family Office
Massachusetts
$637K -$1.08M -7,857 -61%
CAS
464
Coppell Advisory Solutions
Texas
$635K +$694K +5,035 New
TBWA
465
Three Bridge Wealth Advisors
California
$634K -$59.4K -431 -8%
ECM
466
Evergreen Capital Management
Washington
$632K -$72.7K -528 -10%
TRCT
467
Tower Research Capital (TRC)
New York
$616K +$253K +1,837 +60%
LI
468
LMCG Investments
Massachusetts
$606K -$4.82K -35 -0.7%
PWG
469
Portside Wealth Group
Utah
$605K -$104K -754 -14%
Pacer Advisors
470
Pacer Advisors
Pennsylvania
$601K -$31.7K -230 -5%
TIM
471
Tevis Investment Management
Texas
$599K -$20.3K -147 -3%
P
472
&Partners
Tennessee
$598K +$414K +3,002 +172%
PGWM
473
Pitti Group Wealth Management
New York
$585K +$4.96K +36 +0.9%
GWMR
474
GC Wealth Management RIA
Massachusetts
$583K +$72.2K +524 +13%
FW
475
FullCircle Wealth
Texas
$582K +$618K +4,489 New