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Name Holding Trade Value Shares
Change
Change in
Stake
CSP
526
Cary Street Partners
Virginia
$1.03M -$3.96K -45 -0.4%
IWC
527
Integrated Wealth Concepts
Massachusetts
$1.01M -$334K -3,798 -26%
FRM
528
Fox Run Management
Connecticut
$1M +$948K +10,778 New
DCM
529
DGS Capital Management
New Jersey
$1M -$13.8K -157 -1%
CIA
530
Concurrent Investment Advisors
Florida
$993K -$34.3K -390 -4%
Blackstone Inc
531
Blackstone Inc
New York
$988K +$933K +10,607 New
OQS
532
Occudo Quantitative Strategies
Florida
$988K -$5.6M -63,613 -86%
BPA
533
Beacon Pointe Advisors
California
$988K -$363K -4,126 -28%
PT
534
Plimoth Trust
Massachusetts
$985K
CBB
535
Citizens Business Bank
California
$984K +$143K +1,631 +18%
FTWA
536
Fifth Third Wealth Advisors
Ohio
$980K +$1.06K +12 +0.1%
SFA
537
Sequoia Financial Advisors
Ohio
$976K +$260K +2,955 +39%
RWM
538
Revisor Wealth Management
Ohio
$969K +$58.2K +662 +7%
SWP
539
Sagespring Wealth Partners
Tennessee
$963K +$355K +4,034 +64%
V
540
ViaWealth
Kansas
$956K -$12.3K -140 -1%
BCM
541
Brookstone Capital Management
Illinois
$942K +$40.9K +465 +5%
JE
542
JMAC Enterprises
Pennsylvania
$923K +$132K +1,500 +18%
NW
543
NewEdge Wealth
Pennsylvania
$919K +$840K +9,549 New
BJL
544
Brighton Jones LLC
Washington
$910K +$51.2K +582 +6%
AA
545
ALPS Advisors
Colorado
$907K +$391K +4,446 +84%
FFA
546
Farther Finance Advisors
California
$906K +$260K +2,953 +44%
HWAM
547
Hennion & Walsh Asset Management
New Jersey
$906K +$408K +4,635 +91%
AV
548
Alamea Verwaltungs
New Jersey
$900K +$850K +9,661 New
LA
549
LVW Advisors
New York
$899K +$440 +5 +0.1%
HS
550
HighVista Strategies
Massachusetts
$895K -$501K -5,700 -37%