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Name Holding Trade Value Shares
Change
Change in
Stake
CM
351
Capula Management
Cayman Islands
$475K +$326K +11,866 New
Wealth Enhancement Advisory Services
352
Wealth Enhancement Advisory Services
Minnesota
$468K +$50.3K +1,830 +19%
PFGIA
353
Patriot Financial Group Insurance Agency
Massachusetts
$462K -$54.5K -1,985 -15%
GAG
354
GM Advisory Group
New York
$460K +$316K +11,500 New
TPW
355
Transatlantique Private Wealth
New York
$459K -$36.9K -1,342 -10%
BMSSC
356
B. Metzler seel. Sohn & Co
Germany
$453K +$311K +11,327 New
Allianz Asset Management
357
Allianz Asset Management
Germany
$440K
AG
358
AlTi Global
New York
$434K
IFWM
359
Institute for Wealth Management
Colorado
$418K +$287K +10,451 New
BP
360
Ballentine Partners
Massachusetts
$409K -$12.9K -470 -4%
SS
361
Sunbelt Securities
Texas
$407K
GIA
362
Gladstone Institutional Advisory
Florida
$406K +$6.4K +233 +2%
CHP
363
Cable Hill Partners
Oregon
$405K -$124K -4,531 -31%
CICI
364
Capital Investment Counsel Inc
North Carolina
$402K -$49.5K -1,800 -15%
Toronto Dominion Bank
365
Toronto Dominion Bank
Ontario, Canada
$400K +$106K +3,854 +63%
AssetMark Inc
366
AssetMark Inc
California
$400K +$275K +9,992 New
AWS
367
Atria Wealth Solutions
New York
$393K +$17.6K +639 +7%
SFA
368
Sequoia Financial Advisors
Ohio
$390K +$30.8K +1,122 +13%
JFL
369
Jarislowsky, Fraser Ltd
Quebec, Canada
$379K +$260K +9,466 New
VA
370
Vident Advisory
Georgia
$377K +$259K +9,433 New
Jones Financial Companies
371
Jones Financial Companies
Missouri
$371K +$104K +3,772 +68%
Corient Private Wealth
372
Corient Private Wealth
Florida
$367K +$252K +9,166 New
IFG
373
Independent Financial Group
California
$357K +$245K +8,914 New
MIFH
374
Migdal Insurance & Financial Holdings
Israel
$355K
BA
375
Bristlecone Advisors
Washington
$353K -$1.4K -51 -0.6%