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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
351
Ameritas Advisory Services
Nebraska
$305K +$273K +6,306 +3,076%
LA
352
Legacy Advisors
Pennsylvania
$304K
FFA
353
Farther Finance Advisors
California
$301K +$102K +2,356 +58%
SL
354
Sentinus LLC
Illinois
$293K +$271K +6,258 New
PWP
355
Phillips Wealth Planners
Mississippi
$292K -$35.3K -816 -11%
TRCT
356
Tower Research Capital (TRC)
New York
$288K -$71.9K -1,663 -21%
FZCM
357
Flynn Zito Capital Management
New York
$287K +$12.5K +288 +5%
SFS
358
Sowell Financial Services
Arkansas
$286K +$264K +6,108 New
UW
359
Unique Wealth
Florida
$286K -$36.5K -845 -12%
CAG
360
Csenge Advisory Group
Florida
$285K -$13.3K -307 -5%
FM
361
Family Management
New York
$281K +$260K +6,004 New
OFO
362
OneAscent Family Office
Alabama
$280K +$12.5K +288 +5%
TFA
363
Transamerica Financial Advisors
Florida
$278K +$35.7K +826 +16%
CIBC Asset Management
364
CIBC Asset Management
Ontario, Canada
$272K
PPW
365
Parcion Private Wealth
Washington
$271K +$250K +5,790 New
TPCW
366
TD Private Client Wealth
New York
$270K +$96.4K +2,229 +63%
NDSIB
367
North Dakota State Investment Board
North Dakota
$267K +$247K +5,709 New
GA
368
Greenspring Advisors
Maryland
$262K +$242K +5,592 New
GT
369
Greenleaf Trust
Michigan
$261K +$25.6K +593 +12%
FFM
370
Forum Financial Management
Illinois
$258K +$20K +463 +9%
CA
371
Clearstead Advisors
Ohio
$256K +$191K +4,408 +410%
CCM
372
Coldstream Capital Management
Washington
$255K -$335K -7,754 -59%
PP
373
PDS Planning
Ohio
$255K -$1.51K -35 -0.6%
DM
374
Diversified Management
Wisconsin
$253K +$234K +5,416 New
SCM
375
Shelton Capital Management
Colorado
$253K -$18.1K -419 -7%