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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
301
Dakota Wealth Management
Florida
$767K +$431K +6,354 +118%
CGH
302
Crossmark Global Holdings
Texas
$755K +$1.36K +20 +0.2%
PFS
303
Prospera Financial Services
Texas
$751K -$43.2K -637 -5%
AG
304
Advocate Group
Minnesota
$751K +$781K +11,511 New
GWA
305
Gibson Wealth Advisors
Texas
$744K – – –
DAS
306
Dynamic Advisor Solutions
Arizona
$743K +$44.1K +650 +6%
AAM
307
Advisors Asset Management
Colorado
$742K +$246K +3,626 +47%
PA
308
Profund Advisors
Maryland
$728K +$32.6K +480 +4%
KBC Group
309
KBC Group
Belgium
$695K – – –
SPIA
310
Steward Partners Investment Advisory
New York
$695K +$54.3K +801 +8%
MWM
311
Mattern Wealth Management
Kansas
$694K +$678 +10 +0.1%
Janney Montgomery Scott
312
Janney Montgomery Scott
Pennsylvania
$693K -$56.7K -836 -7%
ETC
313
Exchange Traded Concepts
Oklahoma
$692K +$107K +1,584 +18%
RT
314
Rockland Trust
Massachusetts
$669K -$869K -12,809 -56%
Nordea Investment Management
315
Nordea Investment Management
Sweden
$637K -$142K -2,092 -18%
MYAM
316
Meiji Yasuda Asset Management
Japan
$617K +$27.8K +410 +5%
CAN
317
Cetera Advisor Networks
California
$615K +$53.4K +788 +9%
MC
318
Moors & Cabot
Massachusetts
$605K +$13.6K +200 +2%
NMIMC
319
Northwestern Mutual Investment Management Company
Wisconsin
$598K +$3.39K +50 +0.5%
AWM
320
Aevitas Wealth Management
Massachusetts
$596K +$1.76K +26 +0.3%
AWS
321
Atria Wealth Solutions
New York
$595K +$619K +9,125 New
LSA
322
Lion Street Advisors
Texas
$594K +$60.2K +887 +11%
FCIM
323
Fairview Capital Investment Management
California
$587K – – –
Vanguard Personalized Indexing Management
324
Vanguard Personalized Indexing Management
California
$579K +$60.6K +894 +11%
JF
325
Jump Financial
Illinois
$579K +$602K +8,869 New