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Name Holding Trade Value Shares
Change
Change in
Stake
BHC
226
Bull Harbor Capital
Maryland
$415K -$204K -8,027 -37%
BPWM
227
BCS Private Wealth Management
New Jersey
$413K
I
228
InceptionR
California
$407K +$338K +13,329 New
QC
229
Quent Capital
New York
$406K +$48.2K +1,901 +17%
Pathstone Holdings
230
Pathstone Holdings
New Jersey
$399K -$964 -38 -0.3%
PWM
231
Palumbo Wealth Management
New York
$392K +$4.44K +175 +1%
US Bancorp
232
US Bancorp
Minnesota
$391K +$199K +7,845 +158%
Vontobel Holding
233
Vontobel Holding
Switzerland
$389K -$29.1K -1,148 -8%
AWA
234
Argos Wealth Advisors
California
$378K +$314K +12,370 New
ASN
235
Advisory Services Network
Georgia
$376K -$506K -19,961 -62%
ISL
236
Ingalls & Snyder LLC
New York
$368K +$21.3K +840 +7%
MFS
237
Mirabella Financial Services
United Kingdom
$363K +$301K +11,877 New
MG
238
Marex Group
$360K -$727K -28,642 -71%
AC
239
Allstate Corporation
Illinois
$360K +$299K +11,781 New
BIA
240
Bell Investment Advisors
California
$353K -$38.8K -1,531 -12%
IPW
241
Impact Partnership Wealth
Georgia
$349K +$290K +11,430 New
AC
242
AXQ Capital
New Jersey
$340K +$282K +11,136 New
FMI
243
Frec Markets Inc
California
$338K +$281K +11,067 New
BTI
244
Blue Trust Inc
Georgia
$334K +$18.9K +746 +7%
X
245
Xponance
Pennsylvania
$333K -$354K -13,940 -56%
VOYA Investment Management
246
VOYA Investment Management
Georgia
$333K -$72.7K -2,865 -21%
BFG
247
Bleakley Financial Group
New Jersey
$332K +$276K +10,871 New
EC
248
EntryPoint Capital
New York
$323K
Stifel Financial
249
Stifel Financial
Missouri
$316K -$1.12M -44,226 -81%
AIC
250
Archer Investment Corporation
Indiana
$316K +$263K +10,364 New