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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
576
Independent Advisor Alliance
North Carolina
$441K -$460 -1 -0.1%
TAM
577
Trust Asset Management
Texas
$440K
FFM
578
Forum Financial Management
Illinois
$439K
IFU
579
iSAM Funds (UK)
United Kingdom
$439K +$424K +922 New
TA
580
Tectonic Advisors
Texas
$437K
Lido Advisors
581
Lido Advisors
California
$434K +$23.5K +51 +6%
WAG
582
Wallace Advisory Group
California
$432K +$9.21K +20 +2%
BS
583
Banco Santander
Spain
$427K +$412K +896 New
STA
584
Summit Trail Advisors
New York
$424K +$130K +282 +46%
HCA
585
Harbor Capital Advisors
Illinois
$423K +$409K +888 New
MG
586
MilWealth Group
Wisconsin
$423K
GSC
587
Grey Street Capital
Illinois
$420K +$405K +881 New
AG
588
Ascent Group
Virginia
$416K +$2.3K +5 +0.6%
SC
589
Savant Capital
Illinois
$413K +$36.4K +79 +10%
EFM
590
E Fund Management
China
$411K -$6.9K -15 -2%
FW
591
FirstPurpose Wealth
Utah
$404K -$17.5K -38 -4%
AF
592
Allworth Financial
California
$402K +$17K +37 +5%
SFI
593
Siemens Fonds Invest
Germany
$395K -$17.5K -38 -4%
OPCM
594
Osborne Partners Capital Management
California
$393K -$230K -500 -38%
GM
595
GeoWealth Management
Illinois
$392K -$41K -89 -10%
OWA
596
Opal Wealth Advisors
New York
$389K +$6.44K +14 +2%
CI
597
Cigna Investments
Connecticut
$385K -$6.9K -15 -2%
DJSG
598
D.J. St. Germain
Massachusetts
$381K
SRC
599
Shufro Rose & Co
New York
$381K
FCP
600
Fidelis Capital Partners
Florida
$381K +$52.9K +115 +17%