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Name Holding Trade Value Shares
Change
Change in
Stake
Dakota Wealth Management
51
Dakota Wealth Management
Florida
$716K +$160K +6,684 +27%
PCM
52
Prelude Capital Management
New York
$688K +$715K +29,940 New
Deutsche Bank
53
Deutsche Bank
Germany
$649K -$8.53K -357 -1%
Citigroup
54
Citigroup
New York
$624K -$65.3K -2,735 -9%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$624K +$42.7K +1,789 +7%
Creative Planning
56
Creative Planning
Kansas
$594K -$337K -14,100 -35%
Integrated Wealth Concepts
57
Integrated Wealth Concepts
Massachusetts
$592K +$2.46K +103 +0.4%
EFS
58
Essex Financial Services
Connecticut
$592K +$62.1K +2,600 +11%
Atria Wealth Solutions
59
Atria Wealth Solutions
New York
$590K +$76.1K +3,187 +14%
SummitTX Capital
60
SummitTX Capital
Texas
$534K +$555K +23,219 New
PTC
61
Petrus Trust Company
Texas
$527K -$4.56K -191 -0.8%
Franklin Resources
62
Franklin Resources
California
$501K +$520K +21,771 New
Invesco
63
Invesco
Georgia
$499K -$183K -7,663 -26%
Engineers Gate Manager
64
Engineers Gate Manager
New York
$486K -$172K -7,207 -25%
Tidal Investments
65
Tidal Investments
Wisconsin
$476K +$495K +20,711 New
INTECH Investment Management
66
INTECH Investment Management
Florida
$436K +$93K +3,892 +26%
MetLife Investment Management
67
MetLife Investment Management
New Jersey
$427K -$9.01K -377 -2%
MML Investors Services
68
MML Investors Services
Massachusetts
$400K +$20.2K +847 +5%
Advisory Services Network
69
Advisory Services Network
Georgia
$368K +$55.3K +2,315 +17%
Arkadios Wealth Advisors
70
Arkadios Wealth Advisors
Georgia
$353K +$22.9K +960 +7%
CF
71
Corebridge Financial
Texas
$344K -$5.28K -221 -1%
MWM
72
MGB Wealth Management
Texas
$336K -$72 -3 -0%
Great Valley Advisor Group
73
Great Valley Advisor Group
Delaware
$335K -$7.17K -300 -2%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$311K +$30.5K +1,276 +10%
AFG
75
American Financial Group
Ohio
$299K +$23.9K +1,000 +8%