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Name Holding Trade Value Shares
Change
Change in
Stake
QI
651
Qtron Investments
Massachusetts
$405K -$98.9K -551 -18%
MFG
652
Mosaic Financial Group
Illinois
$403K
IAS
653
Insigneo Advisory Services
Florida
$403K -$10.2K -57 -2%
GSWM
654
Golden State Wealth Management
California
$401K +$897 +5 +0.2%
TE
655
Tema ETFs
New York
$401K +$432K +2,406 New
MOS
656
MGO One Seven
Ohio
$400K +$1.08K +6 +0.3%
FRA
657
Frank Rimerman Advisors
California
$398K
TCA
658
Trifecta Capital Advisors
Illinois
$396K -$5.56K -31 -1%
AFG
659
Atomi Financial Group
New York
$396K +$39.3K +219 +10%
TBA
660
Tower Bridge Advisors
Pennsylvania
$395K
P
661
Pitcairn
Pennsylvania
$392K -$58.9K -328 -12%
BFS
662
Bradley Foster & Sargent
Connecticut
$392K -$224K -1,250 -35%
LOAMU
663
Lombard Odier Asset Management (USA)
New York
$390K +$419K +2,337 New
AAS
664
Annex Advisory Services
Wisconsin
$388K -$349K -1,945 -46%
CSB
665
City State Bank
Iowa
$387K
MC
666
Matisse Capital
Oregon
$386K
MSFS
667
Main Street Financial Solutions
Pennsylvania
$386K +$897 +5 +0.2%
BWP
668
Barlow Wealth Partners
Kentucky
$380K +$35.9K +200 +10%
CPCPP
669
Canada Post Corporation Pension Plan
Canada
$378K
SPC
670
Sigma Planning Corp
Michigan
$378K +$5.38K +30 +1%
PP
671
Prudential plc
United Kingdom
$375K -$391K -2,180 -49%
CFO
672
Callan Family Office
Pennsylvania
$375K +$13.1K +73 +3%
BPA
673
Beacon Pointe Advisors
California
$374K -$3.59K -20 -0.9%
CNBT
674
Canandaigua National Bank & Trust
New York
$373K
DI
675
Diligent Investors
California
$372K