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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
376
Baker Tilly Wealth Management
Wisconsin
$255K -$1.73K -19 -0.7%
AC
377
Aristides Capital
Kentucky
$255K +$257K +2,822 New
KAS
378
Kestra Advisory Services
Texas
$252K +$21.9K +240 +9%
FTDI
379
First Trust Direct Indexing
Massachusetts
$249K +$28.4K +312 +13%
KWM
380
KFG Wealth Management
Indiana
$248K -$6.65K -73 -3%
RBC
381
Romano Brothers & Co
Illinois
$244K
HJIM
382
Henry James International Management
New York
$241K -$2.28K -25 -0.9%
IA
383
Inspire Advisors
Idaho
$240K +$243K +2,661 New
SFC
384
Strategic Financial Concepts
Texas
$239K +$241K +2,649 New
ACA
385
Atlas Capital Advisors
Wyoming
$239K +$14.6K +160 +6%
UFF
386
USA Financial Formulas
Michigan
$238K -$62.4K -685 -21%
CSPIA
387
Cary Street Partners Investment Advisory
Virginia
$237K
SQA
388
Simon Quick Advisors
New Jersey
$235K +$7.57K +83 +3%
AWM
389
Axxcess Wealth Management
California
$232K -$22.1K -243 -9%
Lido Advisors
390
Lido Advisors
California
$229K +$15.1K +166 +7%
CTC
391
Central Trust Company
Missouri
$226K -$20.7K -227 -8%
FFM
392
Forum Financial Management
Illinois
$226K
FL
393
Fort LP
Maryland
$223K -$16.7K -183 -7%
QCM
394
QRG Capital Management
Illinois
$222K -$6.29K -69 -3%
First Eagle Investment Management
395
First Eagle Investment Management
New York
$221K
MG
396
Mather Group
Illinois
$214K +$456 +5 +0.2%
UCFA
397
United Capital Financial Advisors
Texas
$214K +$216K +2,366 New
OR
398
Olympiad Research
Connecticut
$211K -$353K -3,868 -62%
Susquehanna International Group
399
Susquehanna International Group
Pennsylvania
$209K -$218K -2,394 -51%
WWM
400
Whalen Wealth Management
Nevada
$206K +$208K +2,279 New