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Name Holding Trade Value Shares
Change
Change in
Stake
MSA
601
MUFG Securities Americas
New York
$915K +$23.3K +32 +3%
RCA
602
Resonant Capital Advisors
Wisconsin
$907K +$59.7K +82 +7%
LNWTC
603
Laird Norton Wetherby Trust Company
Washington
$903K -$13.8K -19 -2%
XSC
604
X-Square Capital
Puerto Rico
$901K
SMG
605
Smart Money Group
Texas
$891K +$621K +853 +241%
NWWA
606
New Wave Wealth Advisors
Arkansas
$878K +$15.3K +21 +2%
N
607
Numerai
California
$877K +$592K +814 +218%
FCP
608
Fidelis Capital Partners
Florida
$860K +$5.82K +8 +0.7%
CSA
609
Cornerstone Select Advisors
Missouri
$860K +$44.4K +61 +6%
GWP
610
Gateway Wealth Partners
Wisconsin
$859K +$847K +1,164 New
WFP
611
Worthington Financial Partners
Ohio
$849K -$1.1M -1,506 -57%
MBWA
612
Marin Bay Wealth Advisors
California
$844K
DWM
613
Diversify Wealth Management
Utah
$836K +$730K +1,003 New
XF
614
XML Financial
Maryland
$832K +$24.7K +34 +3%
MWM
615
Meridian Wealth Management
Kentucky
$825K +$183K +251 +29%
MA
616
Mutual Advisors
Nebraska
$820K +$198K +272 +32%
TPCW
617
TD Private Client Wealth
New York
$820K +$311K +427 +63%
SGA
618
Strategic Global Advisors
California
$818K -$4.98M -6,849 -86%
Lido Advisors
619
Lido Advisors
California
$808K +$251K +345 +46%
IB
620
Intrust Bank
Kansas
$808K +$91K +125 +13%
VSQM
621
V-Square Quantitative Management
Illinois
$805K +$13.1K +18 +2%
WC
622
Westerkirk Capital
$802K -$261K -358 -25%
SCM
623
Sterling Capital Management
North Carolina
$801K -$539K -740 -41%
MAS
624
Meeder Advisory Services
Ohio
$800K -$61.1K -84 -7%
IP
625
Ignite Planners
California
$797K +$65.5K +90 +9%