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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
576
Modern Wealth Management
Kansas
$931K +$113K +931 +19%
Envestnet Portfolio Solutions
577
Envestnet Portfolio Solutions
Illinois
$931K +$53.7K +443 +8%
Fidelity International
578
Fidelity International
Bermuda
$909K +$200K +1,649 +42%
DCU
579
Dara Capital US
Florida
$900K +$152K +1,251 +29%
IFWM
580
Institute for Wealth Management
Colorado
$898K +$672K +5,541 New
LTAS
581
Linden Thomas Advisory Services
North Carolina
$893K +$7.76K +64 +1%
Twin Tree Management
582
Twin Tree Management
Texas
$893K +$668K +5,511 New
QI
583
Qtron Investments
Massachusetts
$891K -$538K -4,439 -45%
QFA
584
Quantum Financial Advisors
California
$891K
TWP
585
Tower Wealth Partners
Pennsylvania
$891K -$204K -1,678 -23%
HIP
586
HUB Investment Partners
Texas
$890K +$46.7K +385 +8%
IA
587
Inspire Advisors
Idaho
$881K +$675K +5,562 New
PA
588
Profund Advisors
Maryland
$874K -$461K -3,802 -41%
SFI
589
Siemens Fonds Invest
Germany
$873K +$24.4K +201 +4%
BMWM
590
Brown Miller Wealth Management
Virginia
$863K +$645K +5,322 New
MC
591
Maverick Capital
Texas
$857K +$641K +5,289 New
NG
592
Norden Group
Utah
$847K +$634K +5,226 New
PCA
593
Pallas Capital Advisors
Massachusetts
$834K -$101K -831 -14%
JGC
594
J. Goldman & Co
New York
$828K +$620K +5,109 New
TSW
595
Three Seasons Wealth
Utah
$822K +$615K +5,074 New
RIL
596
Rothschild Investment LLC
Illinois
$820K +$2.79K +23 +0.5%
NP
597
NorthRock Partners
Minnesota
$814K -$728 -6 -0.1%
SI
598
Sora Investors
Pennsylvania
$810K -$27.7M -228,197 -98%
BAM
599
Brave Asset Management
New Jersey
$810K
KCM
600
Kathmere Capital Management
Pennsylvania
$810K +$191K +1,572 +46%