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Name Holding Trade Value Shares
Change
Change in
Stake
OR
451
Olympiad Research
Connecticut
$317K +$310K +1,474 New
LNC
452
Lincoln National Corp
Pennsylvania
$314K +$38.5K +183 +14%
AA
453
ALPS Advisors
Colorado
$311K +$2.1K +10 +0.7%
BFG
454
Bleakley Financial Group
New Jersey
$310K -$19.3K -92 -6%
SS
455
Simplicity Solutions
Minnesota
$309K -$24K -114 -7%
RWB
456
RMR Wealth Builders
New Jersey
$309K
AA
457
Advisory Alpha
Michigan
$304K
WAM
458
Wallington Asset Management
Indiana
$301K
KA
459
Kintegral Advisory
New York
$300K
Walleye Trading
460
Walleye Trading
New York
$297K +$290K +1,378 New
VFA
461
Values First Advisors
Tennessee
$293K +$12.6K +60 +5%
LWAM
462
Legacy Wealth Asset Management
Minnesota
$291K +$6.73K +32 +2%
PFO
463
Pathstone Family Office
New Jersey
$289K -$51.7K -246 -15%
KPWS
464
Kestra Private Wealth Services
Texas
$287K +$21.4K +102 +8%
OWM
465
OneAscent Wealth Management
Alabama
$283K +$17K +81 +7%
MHIC
466
Marble Harbor Investment Counsel
Massachusetts
$282K
TMAM
467
Tokio Marine Asset Management
Japan
$279K
OFS
468
OneAscent Financial Services
Alabama
$277K +$20.6K +98 +8%
VAS
469
Vestmark Advisory Solutions
Massachusetts
$277K +$16K +76 +6%
BW
470
Bison Wealth
Georgia
$273K
NC
471
NinePointTwo Capital
California
$272K +$267K +1,268 New
UCFA
472
United Capital Financial Advisors
Texas
$270K -$3.78K -18 -1%
CS
473
Comerica Securities
Michigan
$267K -$11.8K -56 -4%
PA
474
Procyon Advisors
Connecticut
$266K -$420 -2 -0.2%
PAG
475
Private Advisor Group
New Jersey
$263K -$1.26K -6 -0.5%