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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
226
HighMark Wealth Management
Minnesota
$446K
GCM
227
Gallacher Capital Management
Colorado
$443K +$7.75K +167 +2%
SW
228
SVB Wealth
Massachusetts
$441K +$413K +8,913 New
GRP
229
Global Retirement Partners
California
$436K -$8.03K -173 -2%
VFA
230
Valeo Financial Advisors
Indiana
$431K
Invesco
231
Invesco
Georgia
$422K -$342K -7,367 -46%
AFO
232
Allie Family Office
Florida
$421K
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$420K -$694K -14,959 -64%
CC
234
Courier Capital
New York
$420K -$19.1K -412 -5%
PCIA
235
Prime Capital Investment Advisors
Kansas
$409K +$232 +5 +0.1%
LC
236
Lindbrook Capital
California
$403K +$22.5K +485 +6%
ATIA
237
American Trust Investment Advisors
New Hampshire
$403K
MFIM
238
Mesirow Financial Investment Management
Illinois
$402K
CA
239
Crumly & Associates
Illinois
$397K -$58.4K -1,258 -14%
Deutsche Bank
240
Deutsche Bank
Germany
$394K
GC
241
Guggenheim Capital
Illinois
$393K +$109K +2,351 +42%
WCA
242
Westover Capital Advisors
Delaware
$393K
TR
243
Tepp RIA
New Jersey
$392K +$367K +7,918 New
GI
244
GAMMA Investing
California
$386K +$80.5K +1,735 +29%
WPC
245
Wedmont Private Capital
Pennsylvania
$380K +$1.16K +25 +0.3%
SCP
246
Sivia Capital Partners
California
$378K -$11.6K -251 -3%
Thrivent Financial for Lutherans
247
Thrivent Financial for Lutherans
Minnesota
$377K +$19.3K +417 +6%
Tudor Investment Corp
248
Tudor Investment Corp
Connecticut
$374K +$350K +7,553 New
Lido Advisors
249
Lido Advisors
California
$372K +$11.6K +249 +3%
AWS
250
Atria Wealth Solutions
New York
$366K +$7.89K +170 +2%