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Name Holding Trade Value Shares
Change
Change in
Stake
AAIS
251
ABN AMRO Investment Solutions
$730K +$703K +7,601 New
PFO
252
Pathstone Family Office
New Jersey
$729K -$12K -130 -2%
KBC Group
253
KBC Group
Belgium
$729K +$703K +7,593 New
Cambridge Investment Research Advisors
254
Cambridge Investment Research Advisors
Iowa
$706K -$24.4K -264 -3%
MWM
255
Moran Wealth Management
Florida
$696K +$39K +421 +6%
FBFS
256
First Business Financial Services
Wisconsin
$676K
DA
257
Denali Advisors
California
$663K +$10.1K +109 +2%
SC
258
Sierra Capital
Florida
$632K
TPA
259
Trivium Point Advisory
Connecticut
$624K
LKIM
260
Lawson Kroeker Investment Management
Nebraska
$613K +$590K +6,380 New
Calamos Advisors
261
Calamos Advisors
Illinois
$611K
HighTower Advisors
262
HighTower Advisors
Illinois
$610K -$60.5K -654 -9%
TCM
263
Teza Capital Management
Illinois
$607K +$585K +6,326 New
Bank of Nova Scotia
264
Bank of Nova Scotia
Ontario, Canada
$588K -$1M -10,817 -64%
AWS
265
Atria Wealth Solutions
New York
$578K +$297K +3,212 +115%
SG Americas Securities
266
SG Americas Securities
New York
$574K -$7.25M -78,362 -93%
FHA
267
First Horizon Advisors
Tennessee
$570K +$6.01K +65 +1%
Verition Fund Management
268
Verition Fund Management
Connecticut
$559K +$539K +5,823 New
LAM
269
Lingohr Asset Management
Germany
$552K
MCM
270
MAI Capital Management
Ohio
$540K -$12K -130 -2%
ISWM
271
Independent Solutions Wealth Management
New York
$538K -$11.8K -128 -2%
IFS
272
Ifrah Financial Services
Arkansas
$520K -$13.5K -146 -3%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$506K -$75.7K -818 -13%
MC
274
Maverick Capital
Texas
$505K +$487K +5,259 New
FC
275
FORA Capital
Florida
$491K +$473K +5,108 New