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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
276
Patriot Financial Group Insurance Agency
Massachusetts
$296K -$876 -28 -0.3%
MA
277
Mutual Advisors
Nebraska
$296K +$323K +10,324 New
DWA
278
Douglass Winthrop Advisors
New York
$295K
National Bank of Canada
279
National Bank of Canada
Quebec, Canada
$290K -$310K -9,918 -49%
RWMG
280
Redwood Wealth Management Group
New Jersey
$289K -$11.2K -357 -3%
JFG
281
Jefferies Financial Group
New York
$288K +$170K +5,434 +118%
ACM
282
ADAR1 Capital Management
Texas
$287K
IFWM
283
Institute for Wealth Management
Colorado
$286K -$42.2K -1,349 -12%
EPI
284
Eddie Patel Inc
Illinois
$283K +$308K +9,852 New
DS
285
DRW Securities
Illinois
$275K +$299K +9,569 New
Franklin Resources
286
Franklin Resources
California
$274K -$217K -6,938 -42%
TWP
287
Triad Wealth Partners
Kansas
$264K +$344 +11 +0.1%
MS
288
Mizuho Securities
Japan
$261K
AWA
289
Aaron Wealth Advisors
Illinois
$259K +$74.5K +2,382 +36%
Sumitomo Mitsui Trust Group
290
Sumitomo Mitsui Trust Group
Japan
$255K
KCM
291
Kathmere Capital Management
Pennsylvania
$252K +$438 +14 +0.2%
SFG
292
Synergy Financial Group
California
$251K +$11.8K +378 +5%
CFM
293
Coronation Fund Managers
South Africa
$251K -$126K -4,036 -32%
FGA
294
Fortis Group Advisors
New Jersey
$251K -$2.06M -65,904 -88%
GC
295
Granville Capital
North Carolina
$250K +$272K +8,705 New
Allspring Global Investments
296
Allspring Global Investments
North Carolina
$248K +$42K +1,342 +19%
QPBE
297
Quintet Private Bank (Europe)
Luxembourg
$239K
FDCDDQ
298
Federation des caisses Desjardins du Quebec
Quebec, Canada
$235K +$3.38K +108 +1%
RWM
299
Revisor Wealth Management
Ohio
$232K +$247K +7,894 New
IAS
300
Insigneo Advisory Services
Florida
$232K -$101K -3,243 -29%