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Name Holding Trade Value Shares
Change
Change in
Stake
WC
301
Weil Company
California
$258K +$201K +6,000 New
SLAM
302
Swiss Life Asset Management
$254K +$198K +5,920 New
RG
303
Rathbones Group
United Kingdom
$254K +$198K +5,909 New
AFP
304
Ausdal Financial Partners
Iowa
$251K -$109K -3,242 -36%
FIA
305
FNY Investment Advisers
New York
$250K +$194K +5,794 +14,485%
PCIA
306
Prime Capital Investment Advisors
Kansas
$244K +$190K +5,670 New
HP
307
Holistic Planning
Texas
$240K +$187K +5,579 New
IAIM
308
International Assets Investment Management
Florida
$234K +$182K +5,444 New
MC
309
Mirabaud & Cie
Switzerland
$230K +$179K +5,350 New
AHL
310
Abel Hall LLC
Louisiana
$222K +$173K +5,159 New
FFA
311
Farther Finance Advisors
California
$222K +$124K +3,694 +253%
PW
312
Pandora Wealth
Illinois
$219K -$50.3K -1,500 -23%
MA
313
Modus Advisors
Minnesota
$219K +$171K +5,100 New
AWM
314
Avior Wealth Management
Nebraska
$217K +$169K +5,045 New
FFS
315
Founders Financial Securities
Maryland
$217K +$169K +5,040 New
RWMG
316
Redwood Wealth Management Group
New Jersey
$216K +$169K +5,033 New
RPC
317
Rossmore Private Capital
Connecticut
$215K +$168K +5,010 New
CSI
318
Cross Staff Investments
New York
$215K +$168K +5,000 New
OHIS
319
Oak Harvest Investment Services
Texas
$215K +$168K +5,000 New
SAM
320
Silvercrest Asset Management
New York
$215K +$168K +5,000 New
S
321
SignatureFD
Georgia
$213K +$30.4K +908 +22%
CAM
322
Cresset Asset Management
Illinois
$209K -$536K -15,995 -77%
WS
323
Wedbush Securities
California
$207K +$161K +4,810 New
LW
324
Lauer Wealth
Indiana
$207K +$154K +4,597 New
GIM
325
Glenmede Investment Management
Pennsylvania
$201K +$157K +4,688 New