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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Mission Wealth Management
California
$509K -$16.3K -298 -3%
AFO
252
Allie Family Office
Florida
$502K
BC
253
Bridgefront Capital
Texas
$494K +$157K +2,880 +50%
LC
254
Lindbrook Capital
California
$491K +$21.2K +387 +5%
CC
255
Courier Capital
New York
$488K
PCIA
256
Prime Capital Investment Advisors
Kansas
$482K +$6.51K +119 +1%
GCM
257
Gallacher Capital Management
Colorado
$477K -$36.1K -661 -7%
EGM
258
Engineers Gate Manager
New York
$474K +$452K +8,260 New
WCA
259
Westover Capital Advisors
Delaware
$468K +$10.9K +200 +3%
ATIA
260
American Trust Investment Advisors
New Hampshire
$462K -$5.74K -105 -1%
CA
261
Crumly & Associates
Illinois
$457K -$4.1K -75 -0.9%
TR
262
Tepp RIA
New Jersey
$455K
MFIM
263
Mesirow Financial Investment Management
Illinois
$453K -$13.2K -241 -3%
BA
264
Bridgewater Advisors
New York
$443K +$421K +7,703 New
Thrivent Financial for Lutherans
265
Thrivent Financial for Lutherans
Minnesota
$438K +$109 +2 +0%
DWM
266
Drive Wealth Management
Utah
$426K +$9.35K +171 +2%
CH
267
Cromwell Holdings
Wyoming
$413K
CW
268
CreativeOne Wealth
Kansas
$409K +$128K +2,348 +49%
CCB
269
Cutter & Co Brokerage
Missouri
$409K +$389K +7,122 New
GS
270
GTS Securities
Florida
$406K +$386K +7,065 New
MC
271
Moors & Cabot
Massachusetts
$400K +$3.06K +56 +0.8%
WPC
272
Wedmont Private Capital
Pennsylvania
$393K +$10.3K +189 +2%
KeyBank National Association
273
KeyBank National Association
Ohio
$392K +$4.92K +90 +1%
BAM
274
Belpointe Asset Management
Nevada
$391K +$372K +6,800 New
FCA
275
Fortis Capital Advisors
Kansas
$391K +$372K +6,800 New