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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
226
Tortoise Investment Management
New York
$6.83K
RF
227
Roxbury Financial
New Jersey
$6.83K +$6.24K +1,000 New
PWMG
228
Prestige Wealth Management Group
New Jersey
$6.37K
UB
229
UMB Bank
Missouri
$5.02K +$755 +121 +20%
CIAM
230
Caitong International Asset Management
Hong Kong
$4.45K -$212K -33,979 -98%
LFG
231
Larson Financial Group
Missouri
$3.77K +$3.44K +552 New
PA
232
Parallel Advisors
California
$3.3K
RIL
233
Rothschild Investment LLC
Illinois
$3.24K -$655 -105 -18%
HIW
234
Holos Integrated Wealth
Pennsylvania
$2.34K
PWA
235
Physician Wealth Advisors
Utah
$1.97K
SCM
236
Sterling Capital Management
North Carolina
$1.95K -$11.4K -1,833 -87%
AF
237
Allworth Financial
California
$1.8K
NC
238
North Capital
Utah
$1.41K
WPA
239
Wealth Preservation Advisors
Tennessee
$1.31K
MCM
240
MAI Capital Management
Ohio
$1.26K +$818 +131 +243%
AAP
241
Arax Advisory Partners
Colorado
$1.26K
CT
242
Clearstead Trust
Maine
$1.01K +$924 +148 New
FFO
243
Fortitude Family Office
Arizona
$1K +$917 +147 New
CAL
244
Capital Advisors Ltd
Ohio
$1K
HWM
245
Hemington Wealth Management
Virginia
$1K
BGAI
246
Bruce G. Allen Investments
Colorado
$628
W
247
WealthCollab
Washington
$615
GWM
248
Geneos Wealth Management
Colorado
$615 +$562 +90 New
Optiver Holding
249
Optiver Holding
Netherlands
$615 +$562 +90 New
GWP
250
Gen-Wealth Partners
Michigan
$512 +$468 +75 New