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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
426
Ostrum Asset Management
France
$252K +$314K +5,610 New
DAS
427
Diversify Advisory Services
Utah
$251K -$33.3K -595 -11%
RWMG
428
Redwood Wealth Management Group
New Jersey
$248K -$3.92K -70 -1%
RIL
429
Rothschild Investment LLC
Illinois
$247K +$7.84K +140 +3%
TL
430
Tradewinds LLC
North Carolina
$246K
SC
431
Savant Capital
Illinois
$245K -$4.54K -81 -1%
WP
432
Woodline Partners
California
$244K +$305K +5,442 New
KeyBank National Association
433
KeyBank National Association
Ohio
$244K +$43.4K +775 +17%
DWM
434
Dakota Wealth Management
Florida
$242K +$303K +5,403 New
Capstone Investment Advisors
435
Capstone Investment Advisors
New York
$238K -$28.3K -505 -9%
AA
436
Ancora Advisors
Ohio
$236K +$57.4K +1,025 +24%
MCM
437
MAI Capital Management
Ohio
$235K +$49.8K +889 +20%
FHA
438
Flagship Harbor Advisors
Massachusetts
$232K +$103K +1,836 +55%
AWM
439
Axxcess Wealth Management
California
$230K +$287K +5,117 New
IAN
440
Integrated Advisors Network
Texas
$229K +$280 +5 +0.1%
VSQM
441
V-Square Quantitative Management
Illinois
$226K +$282K +5,038 New
FFA
442
First Foundation Advisors
California
$225K -$280K -5,000 -50%
RPC
443
Rossmore Private Capital
Connecticut
$225K
WA
444
Westfuller Advisors
New York
$225K +$274K +4,892 +4,181%
CSI
445
Cross Staff Investments
New York
$224K
FCM
446
Fortis Capital Management
Washington
$224K -$129K -2,298 -32%
LSIA
447
LaSalle St. Investment Advisors
Illinois
$223K
AWM
448
Apollon Wealth Management
South Carolina
$222K -$224K -3,997 -45%
IPW
449
Impact Partnership Wealth
Georgia
$222K +$277K +4,942 New
IA
450
IFP Advisors
Florida
$221K +$91.2K +1,628 +49%