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Name Holding Trade Value Shares
Change
Change in
Stake
IA
326
Inspire Advisors
Idaho
$704K +$242K +4,287 +57%
MG
327
Marex Group
$683K +$117K +2,068 +22%
LCM
328
Landscape Capital Management
New Jersey
$679K -$54.5K -965 -8%
LTAS
329
Linden Thomas Advisory Services
North Carolina
$679K +$12.3K +217 +2%
SWM
330
SeaCrest Wealth Management
New York
$675K +$13.6K +240 +2%
DT
331
Diversified Trust
Tennessee
$664K +$280K +4,963 +80%
M&T Bank
332
M&T Bank
New York
$664K +$2.09K +37 +0.3%
FAIM
333
Financial Advocates Investment Management
Washington
$662K -$41.5K -735 -6%
GC
334
Guggenheim Capital
Illinois
$655K +$35K +620 +6%
DC
335
Davenport & Co
Virginia
$655K -$18K -319 -3%
HH
336
Hilltop Holdings
Texas
$647K -$211K -3,745 -26%
PWA
337
Prairie Wealth Advisors
Nebraska
$645K +$611K +10,823 New
NA
338
NewEdge Advisors
Louisiana
$635K +$299K +5,295 +99%
KA
339
Kerrisdale Advisers
Florida
$635K +$602K +10,655 New
NW
340
NewEdge Wealth
Pennsylvania
$632K -$26.5K -469 -4%
AL
341
Aspiriant LLC
California
$628K +$169 +3 +0%
HIM
342
Hillsdale Investment Management
Ontario, Canada
$628K -$5.65K -100 -0.9%
MSE
343
MUFG Securities EMEA
United Kingdom
$623K
DWA
344
Delap Wealth Advisory
Oregon
$619K +$587K +10,399 New
MYAM
345
Meiji Yasuda Asset Management
Japan
$618K +$36.7K +650 +7%
SW
346
Simplicity Wealth
New Jersey
$604K +$572K +10,137 New
DADC
347
D.A. Davidson & Co
Montana
$601K +$1.13K +20 +0.2%
VWM
348
Venturi Wealth Management
Texas
$596K +$4.57K +81 +0.8%
QFA
349
Quattro Financial Advisors
Texas
$596K +$561K +9,941 +16,849%
TCBWMS
350
Texas Capital Bank Wealth Management Services
Texas
$596K +$565K +10,000 New