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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
676
Principle Wealth Partners
Connecticut
$377K
AIM
677
Achmea Investment Management
Netherlands
$376K -$6.19M -29,356 -94%
JGUA
678
John G. Ullman & Associates
New York
$373K -$42.2K -200 -10%
HWA
679
Heartwood Wealth Advisors
Virginia
$369K
RCA
680
Roberts Capital Advisors
Colorado
$366K
PWS
681
Peterson Wealth Services
Utah
$366K +$64.3K +305 +20%
STA
682
Summit Trail Advisors
New York
$365K +$124K +587 +46%
FTWA
683
Fifth Third Wealth Advisors
Ohio
$361K +$80.3K +381 +26%
CI
684
Cigna Investments
Connecticut
$361K -$6.96K -33 -2%
RS
685
R Squared
Hong Kong
$360K +$386K +1,830 New
Bessemer Group
686
Bessemer Group
New Jersey
$357K -$256K -1,213 -40%
ECG
687
Edge Capital Group
Georgia
$356K +$2.38M +11,284 +623%
CFO
688
Callan Family Office
Pennsylvania
$355K +$381K +1,805 New
CA
689
Continuum Advisory
Idaho
$354K +$13.5K +64 +4%
LGA
690
Lebenthal Global Advisors
New York
$353K -$199K -945 -35%
AG
691
AlTi Global
New York
$352K +$377K +1,786 New
RFW
692
Rainier Family Wealth
Washington
$347K +$372K +1,764 New
CP
693
Cumberland Partners
Ontario, Canada
$346K +$20.9K +99 +6%
KCM
694
KRS Capital Management
Michigan
$344K -$3.16K -15 -0.8%
IAA
695
Independent Advisor Alliance
North Carolina
$340K +$121K +574 +50%
AWS
696
Atria Wealth Solutions
New York
$337K -$175K -831 -33%
IC
697
Iconiq Capital
California
$336K +$361K +1,712 New
HH
698
Hilltop Holdings
Texas
$336K -$36.7K -174 -9%
CGA
699
Compound Global Advisors
Washington
$334K +$359K +1,700 New
MA
700
Mutual Advisors
Nebraska
$334K +$46K +218 +15%