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Name Holding Trade Value Shares
Change 		Change in
Stake
QPBE
651
Quintet Private Bank (Europe)
Luxembourg
$236K – – –
SWP
652
Stratos Wealth Partners
Ohio
$235K +$53.5K +676 +24%
CIC
653
Carnegie Investment Counsel
Ohio
$231K -$7.91K -100 -3%
NW
654
NewEdge Wealth
Pennsylvania
$228K -$918K -11,604 -75%
ASN
655
Advisory Services Network
Georgia
$228K -$13.4K -169 -5%
QI
656
Qtron Investments
Massachusetts
$228K -$101K -1,271 -27%
FFA
657
Farther Finance Advisors
California
$228K -$23.3K -295 -8%
HI
658
Humankind Investments
New York
$227K +$24.8K +313 +10%
DWM
659
Daner Wealth Management
Georgia
$225K +$57.5K +727 +27%
MG
660
Marex Group
$225K +$265K +3,343 New
AWA
661
A4 Wealth Advisors
North Carolina
$225K +$264K +3,340 New
KWM
662
Koa Wealth Management
California
$224K – – –
HFS
663
Hantz Financial Services
Michigan
$221K -$7.71M -97,490 -97%
AWM
664
Angeles Wealth Management
California
$221K -$48.6K -614 -16%
BP
665
Ballentine Partners
Massachusetts
$221K -$7.75K -98 -3%
IWC
666
Integrated Wealth Concepts
Massachusetts
$220K -$89.3K -1,128 -26%
FI
667
Financial Insights
Washington
$219K +$16.1K +203 +7%
FGP
668
Freestone Grove Partners
California
$219K +$258K +3,254 New
RAM
669
RWC Asset Management
United Kingdom
$219K +$71.5K +903 +38%
SB
670
Simmons Bank
Arkansas
$217K -$16.9K -214 -6%
BWP
671
Baldwin Wealth Partners
Massachusetts
$217K – – –
AA
672
Argent Advisors
Louisiana
$216K -$14.6K -185 -5%
LI
673
LRI Investments
Florida
$216K – – –
PCM
674
Prelude Capital Management
New York
$216K +$254K +3,204 New
BFM
675
Boothbay Fund Management
New York
$216K +$253K +3,203 New
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