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Name Holding Trade Value Shares
Change
Change in
Stake
AA
301
Altrafin AG
$392K
MML Investors Services
302
MML Investors Services
Massachusetts
$388K +$67.1K +1,843 +19%
PAG
303
Private Advisor Group
New Jersey
$382K +$50.7K +1,394 +14%
TA
304
Tiedemann Advisors
New York
$377K +$6.7K +184 +2%
CA
305
Clearstead Advisors
Ohio
$374K
Vanguard Personalized Indexing Management
306
Vanguard Personalized Indexing Management
California
$363K +$42.8K +1,177 +12%
CWM
307
Centric Wealth Management
Illinois
$362K +$367K +10,083 New
KWA
308
KCS Wealth Advisory
California
$360K +$10.6K +292 +3%
AAS
309
Avantax Advisory Services
Texas
$346K +$369K +10,149 New
AIP
310
Ameritas Investment Partners
Nebraska
$337K
S
311
SignatureFD
Georgia
$331K +$58.7K +1,613 +20%
CG
312
Caprock Group
Idaho
$329K +$22.7K +623 +7%
US Bancorp
313
US Bancorp
Minnesota
$327K +$39.7K +1,091 +13%
AWM
314
Apollon Wealth Management
South Carolina
$323K -$26.7K -735 -7%
PCM
315
Palisade Capital Management
New Jersey
$322K -$10.9K -300 -3%
Manulife (Manufacturers Life Insurance)
316
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$318K -$72K -1,978 -18%
Toronto Dominion Bank
317
Toronto Dominion Bank
Ontario, Canada
$310K +$20.6K +565 +7%
SP
318
Saranac Partners
$298K +$20K +550 +7%
WAG
319
Wallace Advisory Group
California
$293K
CWM
320
Congress Wealth Management
Massachusetts
$291K +$509 +14 +0.2%
API
321
Advisor Partners II
California
$286K +$45K +1,238 +17%
QCG
322
Quadrant Capital Group
Ohio
$285K +$128K +3,523 +73%
AWS
323
Atria Wealth Solutions
New York
$283K -$136K -3,748 -31%
M&T Bank
324
M&T Bank
New York
$282K -$44.4K -1,219 -13%
DI
325
DFPG Investments
Utah
$281K +$281K +7,729 New