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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
176
Prospera Financial Services
Texas
$369K -$8.65K -285 -2%
JF
177
JMN Financial
Ohio
$366K +$376K +12,402 New
GCM
178
Gallacher Capital Management
Colorado
$363K -$106K -3,506 -22%
BWP
179
BSW Wealth Partners
Colorado
$348K -$84.8K -2,793 -19%
FRA
180
Frank Rimerman Advisors
California
$348K +$358K +11,799 New
PAG
181
Private Advisor Group
New Jersey
$348K +$32.3K +1,063 +10%
PA
182
Parallel Advisors
California
$347K -$14.5K -479 -4%
SI
183
Stephens Inc
Arkansas
$344K +$4.92K +162 +1%
KAS
184
Kestra Advisory Services
Texas
$340K +$39.4K +1,297 +13%
AHL
185
Abel Hall LLC
Louisiana
$339K +$349K +11,503 New
HH
186
Hilltop Holdings
Texas
$334K +$344K +11,323 New
WA
187
Waverly Advisors
Alabama
$331K -$2.55K -84 -0.7%
LCWP
188
Legacy Capital Wealth Partners
Arkansas
$327K -$5.86K -193 -2%
BP
189
Ballentine Partners
Massachusetts
$308K -$136K -4,488 -30%
MA
190
Mutual Advisors
Nebraska
$307K +$316K +10,421 New
IWM
191
Iams Wealth Management
Nebraska
$307K +$316K +10,399 New
CTC
192
Cetera Trust Company
Minnesota
$306K +$42.5K +1,400 +16%
PP
193
PDS Planning
Ohio
$305K -$14.7K -483 -4%
MGAM
194
McGowan Group Asset Management
Texas
$305K +$1.85K +61 +0.6%
SCP
195
Sivia Capital Partners
California
$297K +$32.2K +1,061 +12%
EWA
196
EverSource Wealth Advisors
Alabama
$293K -$23.4K -771 -7%
6F
197
626 Financial
Michigan
$291K +$300K +9,876 New
ATIA
198
American Trust Investment Advisors
New Hampshire
$283K
CIAM
199
Caitong International Asset Management
Hong Kong
$275K +$258K +8,489 +999%
Envestnet Portfolio Solutions
200
Envestnet Portfolio Solutions
Illinois
$274K +$52.9K +1,741 +23%