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Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
376
Migdal Insurance & Financial Holdings
Israel
$315K
IWC
377
Integrated Wealth Concepts
Massachusetts
$313K +$79.3K +2,050 +29%
WA
378
Waverly Advisors
Alabama
$310K +$346K +8,944 New
AG
379
AIA Group
Hong Kong
$300K
Wellington Management Group
380
Wellington Management Group
Massachusetts
$300K
AI
381
Atria Investments
North Carolina
$298K -$4.3K -111 -1%
BC
382
Bridgefront Capital
Texas
$297K +$332K +8,571 New
TI
383
Tidal Investments
Wisconsin
$297K -$986K -25,471 -75%
GT
384
Greenleaf Trust
Michigan
$294K +$774 +20 +0.2%
WAM
385
WNY Asset Management
New York
$294K +$774 +20 +0.2%
SS
386
Sunbelt Securities
Texas
$291K -$65K -1,680 -16%
BP
387
BNP Paribas
France
$291K
SW
388
SteelPeak Wealth
California
$290K +$324K +8,373 New
IWM
389
IHT Wealth Management
Illinois
$287K +$320K +8,268 New
AWM
390
Avitas Wealth Management
California
$282K +$315K +8,127 New
Envestnet Portfolio Solutions
391
Envestnet Portfolio Solutions
Illinois
$277K -$170K -4,387 -35%
QPBE
392
Quintet Private Bank (Europe)
Luxembourg
$271K +$12.9K +334 +4%
BJL
393
Brighton Jones LLC
Washington
$270K +$301K +7,789 New
Connor, Clark & Lunn Investment Management (CC&L)
394
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$268K +$300K +7,743 New
SC
395
Solstein Capital
California
$267K
GIA
396
Gateway Investment Advisers
Ohio
$267K -$2.05K -53 -0.7%
EH
397
Equitable Holdings
New York
$266K -$11.6K -300 -4%
SS
398
SBI Securities
Japan
$265K +$296K +7,655 New
SFG
399
Synergy Financial Group
California
$259K
FCI
400
Financial Counselors Inc
Kansas
$256K +$5.54K +143 +2%