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Name Holding Trade Value Shares
Change
Change in
Stake
Great Valley Advisor Group
701
Great Valley Advisor Group
Delaware
$321K -$96.2K -496 -21%
EI
702
Ellevest Inc
New York
$320K +$51.8K +267 +17%
Atria Wealth Solutions
703
Atria Wealth Solutions
New York
$319K +$18.6K +96 +6%
CI
704
Cigna Investments
Connecticut
$319K -$4.85K -25 -1%
RCM
705
Raleigh Capital Management
North Carolina
$318K +$278K +1,432 +383%
Independent Advisor Alliance
706
Independent Advisor Alliance
North Carolina
$318K +$14K +72 +4%
Diversified Trust
707
Diversified Trust
Tennessee
$315K -$220K -1,134 -39%
EC
708
EntryPoint Capital
New York
$313K +$72.8K +375 +27%
EverSource Wealth Advisors
709
EverSource Wealth Advisors
Alabama
$313K +$57.2K +295 +20%
Dynamic Advisor Solutions
710
Dynamic Advisor Solutions
Arizona
$312K +$58K +299 +20%
Bessemer Group
711
Bessemer Group
New Jersey
$311K -$10.3K -53 -3%
BWG
712
Berry Wealth Group
Texas
$311K +$77.6K +400 +29%
KCM
713
KRS Capital Management
Michigan
$309K – – –
DRW Securities
714
DRW Securities
Illinois
$307K +$337K +1,739 New
Sowell Financial Services
715
Sowell Financial Services
Arkansas
$305K +$335K +1,729 New
Schonfeld Strategic Advisors
716
Schonfeld Strategic Advisors
New York
$304K -$94.7K -488 -22%
SBFM
717
S-Bank Fund Management
Finland
$303K +$334K +1,721 New
CP
718
Cumberland Partners
Ontario, Canada
$302K -$8.73K -45 -3%
Groupe la Francaise
719
Groupe la Francaise
France
$298K – – –
Optiver Holding
720
Optiver Holding
Netherlands
$297K +$327K +1,683 New
CA
721
Continuum Advisory
Idaho
$292K -$28.1K -145 -8%
MPM
722
MBB Public Markets
Illinois
$292K +$321K +1,655 New
BOM
723
Bank of Marin
California
$289K -$74.1K -382 -19%
CFFP
724
Center for Financial Planning
Michigan
$288K +$4.27K +22 +1%
Zacks Investment Management
725
Zacks Investment Management
Illinois
$283K -$1.16K -6 -0.4%