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Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$332K +$30.7K +1,034 +11%
SA
102
Sanctuary Advisors
Indiana
$329K +$16.5K +555 +6%
AFG
103
Atomi Financial Group
New York
$318K +$3.53K +119 +1%
NS
104
NBC Securities
Alabama
$313K -$564 -19 -0.2%
IC
105
IEQ Capital
California
$298K +$273K +9,206 New
CL
106
Choreo LLC
Illinois
$286K +$70.1K +2,363 +37%
CIC
107
Carnegie Investment Counsel
Ohio
$284K +$2.97K +100 +1%
PAG
108
Private Advisor Group
New Jersey
$283K -$61.1K -2,061 -19%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$280K +$253K +8,535 New
BIG
110
Brooklyn Investment Group
New York
$266K +$192K +6,467 +369%
PAS
111
Park Avenue Securities
New York
$262K +$240K +8,088 New
Allspring Global Investments
112
Allspring Global Investments
North Carolina
$259K +$3.02K +102 +1%
EWA
113
EverSource Wealth Advisors
Alabama
$250K +$169K +5,709 +286%
CCM
114
Coldstream Capital Management
Washington
$247K +$50.6K +1,706 +29%
FZCM
115
Flynn Zito Capital Management
New York
$244K -$47.1K -1,589 -17%
NFG
116
Nations Financial Group
Iowa
$239K +$219K +7,386 New
PA
117
Parallel Advisors
California
$229K -$50.5K -1,702 -19%
UCFA
118
United Capital Financial Advisors
Texas
$224K +$1.63K +55 +0.8%
II
119
Inspire Investing
Idaho
$222K +$203K +6,842 New
SWP
120
Sagespring Wealth Partners
Tennessee
$221K +$202K +6,817 New
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$217K -$95.9K -3,233 -33%
PP
122
PDS Planning
Ohio
$210K +$192K +6,474 New
Jones Financial Companies
123
Jones Financial Companies
Missouri
$208K +$67K +2,260 +54%
M&T Bank
124
M&T Bank
New York
$208K +$190K +6,417 New
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$191K -$2.58K -87 -1%