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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
176
Atria Wealth Solutions
New York
$299K +$170K +24,979 +202%
Acadian Asset Management
177
Acadian Asset Management
Massachusetts
$297K -$12.6M -1,856,693 -98%
ATC
178
Argent Trust Co
Tennessee
$297K -$15.7K -2,314 -6%
CCC
179
Chelsea Counsel Company
California
$294K
AAS
180
Avantax Advisory Services
Texas
$285K -$131K -19,318 -35%
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$284K -$201K -29,597 -45%
Brown Advisory
182
Brown Advisory
Maryland
$282K -$45.5K -6,688 -16%
IWC
183
Integrated Wealth Concepts
Massachusetts
$274K +$80.2K +11,780 +52%
MOS
184
MGO One Seven
Ohio
$266K +$29.2K +4,297 +15%
IA
185
Integrity Advisory
Kansas
$265K +$5.15K +757 +2%
BRWA
186
B. Riley Wealth Advisors
Florida
$263K -$8.21K -1,206 -4%
Baird Financial Group
187
Baird Financial Group
Wisconsin
$255K -$157K -23,081 -42%
WA
188
Wealth Alliance
New York
$251K +$213K +31,333 New
AWA
189
Aaron Wealth Advisors
Illinois
$250K +$76.9K +11,306 +57%
DI
190
DFPG Investments
Utah
$248K +$219K +32,154 New
CG
191
Colony Group
Massachusetts
$246K +$209K +30,725 New
TRCT
192
Tower Research Capital (TRC)
New York
$242K +$76.5K +11,248 +59%
PAG
193
Private Advisory Group
Washington
$241K -$3.59K -527 -2%
EH
194
Equitable Holdings
New York
$240K -$13.5K -1,988 -6%
AGC
195
Aspen Grove Capital
Colorado
$236K +$201K +29,538 New
William Blair & Company
196
William Blair & Company
Illinois
$236K +$6.38K +938 +3%
SWM
197
Seed Wealth Management
Illinois
$233K +$198K +29,130 New
LI
198
Lafayette Investments
Maryland
$233K
VT
199
Vise Technologies
New York
$232K +$22.6K +3,315 +13%
LFAS
200
Level Four Advisory Services
Texas
$230K +$78.8K +11,586 +68%