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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
401
Sequoia Financial Advisors
Ohio
$319K +$298K +11,615 New
SOW
402
State of Wyoming
Wyoming
$304K +$56.2K +2,189 +25%
KAS
403
Kestra Advisory Services
Texas
$297K -$20.4K -796 -7%
Cambridge Investment Research Advisors
404
Cambridge Investment Research Advisors
Iowa
$286K -$209K -8,145 -44%
Parallax Volatility Advisers
405
Parallax Volatility Advisers
California
$285K +$132K +5,162 +98%
TC
406
TownSquare Capital
Utah
$281K +$263K +10,260 New
BPA
407
Beacon Pointe Advisors
California
$271K -$6.85K -267 -3%
Envestnet Portfolio Solutions
408
Envestnet Portfolio Solutions
Illinois
$270K -$93.2K -3,631 -27%
MA
409
Mutual Advisors
Nebraska
$268K -$513 -20 -0.2%
AWE
410
Avidian Wealth Enterprises
Texas
$268K +$3.93K +153 +2%
PMAM
411
Picton Mahoney Asset Management
Ontario, Canada
$263K -$77.8K -3,030 -24%
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$262K +$15.7K +612 +7%
BTI
413
Blue Trust Inc
Georgia
$257K +$35.7K +1,391 +16%
GCM
414
Gallacher Capital Management
Colorado
$255K -$601K -23,420 -72%
LSAG
415
Lake Street Advisors Group
New Hampshire
$254K -$6.75K -263 -3%
MG
416
Marex Group
$252K -$163K -6,364 -41%
CAM
417
Claret Asset Management
Quebec, Canada
$250K +$1.08K +42 +0.5%
CWM
418
Cornerstone Wealth Management
Missouri
$249K +$1.13K +44 +0.5%
CCM
419
Coldstream Capital Management
Washington
$249K +$14.7K +574 +7%
PI
420
PFG Investments
New York
$248K +$6.62K +258 +3%
CWM
421
Congress Wealth Management
Massachusetts
$246K -$12.1K -472 -5%
CG
422
Caprock Group
Idaho
$244K +$229K +8,908 New
PA
423
Parallel Advisors
California
$244K +$17.5K +680 +8%
AFG
424
Atomi Financial Group
New York
$241K +$226K +8,790 New
HPC
425
HM Payson & Co
Maine
$239K -$76.9K -2,995 -26%