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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
151
Arkadios Wealth Advisors
Georgia
$725K +$30.4K +3,159 +4%
NW
152
NewEdge Wealth
Pennsylvania
$719K +$124K +12,878 +20%
ACM
153
Aquatic Capital Management
Illinois
$712K +$764K +79,342 New
XT
154
XTX Topco
Cayman Islands
$709K -$2.21M -229,778 -74%
HFO
155
Heritage Family Offices
Arizona
$705K -$32K -3,319 -4%
RWM
156
Ritholtz Wealth Management
New York
$702K +$116K +12,070 +18%
Brown Advisory
157
Brown Advisory
Maryland
$699K +$39.4K +4,092 +6%
TBC
158
Tweedy, Browne Co
Connecticut
$688K -$1.33K -138 -0.2%
M&T Bank
159
M&T Bank
New York
$675K -$37.5K -3,897 -5%
GC
160
Guggenheim Capital
Illinois
$669K +$79.1K +8,215 +12%
SC
161
Syon Capital
California
$656K +$22.1K +2,292 +3%
BTWM
162
Baker Tilly Wealth Management
Wisconsin
$652K +$65.2K +6,770 +10%
FFL
163
Future Fund LLC
Illinois
$650K +$140K +14,490 +25%
TGIA
164
Torrey Growth & Income Advisors
California
$643K +$691K +71,695 New
MOS
165
MGO One Seven
Ohio
$636K +$53.8K +5,589 +9%
BIG
166
Brooklyn Investment Group
New York
$633K +$5.86K +608 +1%
GIM
167
Glenmede Investment Management
Pennsylvania
$627K -$55.5K -5,765 -8%
OWA
168
One Wealth Advisors
California
$621K -$154K -15,986 -19%
VAS
169
Vestmark Advisory Solutions
Massachusetts
$616K -$766K -79,481 -54%
KBG
170
Kahn Brothers Group
New York
$610K -$486K -50,410 -43%
LWAM
171
Legacy Wealth Asset Management
Minnesota
$601K -$809 -84 -0.1%
AWM
172
Axxcess Wealth Management
California
$594K +$92.7K +9,628 +17%
IC
173
IEQ Capital
California
$594K +$270K +27,989 +73%
CI
174
Cambiar Investors
Colorado
$592K -$11.8M -1,229,351 -95%
S
175
SimplyRich
California
$592K +$26.8K +2,783 +4%