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Name Holding Trade Value Shares
Change
Change in
Stake
CAMV
751
Concord Asset Management (Virginia)
Virginia
$331K +$307K +6,707 New
ALPS Advisors
752
ALPS Advisors
Colorado
$330K +$306K +6,690 New
CFG
753
Cooper Financial Group
California
$330K +$4.94K +108 +2%
CWM
754
Compass Wealth Management
Connecticut
$328K – – –
KCM
755
Kathmere Capital Management
Pennsylvania
$325K +$301K +6,584 New
CA
756
CGN Advisors
Kansas
$317K – – –
FWP
757
FAS Wealth Partners
Kansas
$317K +$503 +11 +0.2%
Sumitomo Life Insurance
758
Sumitomo Life Insurance
Japan
$314K – – –
MWM
759
Madison Wealth Management
Ohio
$314K +$183 +4 +0.1%
WAAG
760
Wealth Alliance Advisory Group
Kansas
$313K – – –
OWM
761
OneAscent Wealth Management
Alabama
$312K -$58.3K -1,276 -17%
SAM
762
SignalPoint Asset Management
Missouri
$311K – – –
W
763
Wealthquest
Ohio
$311K +$640 +14 +0.2%
AIM
764
Anchor Investment Management
South Carolina
$309K – – –
PPW
765
Parcion Private Wealth
Washington
$298K +$1.46K +32 +0.5%
XTX Topco
766
XTX Topco
Cayman Islands
$297K +$7.72K +169 +3%
Obermeyer Wealth Partners
767
Obermeyer Wealth Partners
Colorado
$297K -$136K -2,976 -33%
AG
768
Appleton Group
Wisconsin
$296K +$274K +6,003 New
FCP
769
Fidelis Capital Partners
Florida
$296K +$275K +6,014 New
VWA
770
V Wealth Advisors
Kansas
$292K +$1.87K +41 +0.7%
SIC
771
SJS Investment Consulting
Ohio
$291K +$320 +7 +0.1%
Weiss Multi-Strategy Advisers
772
Weiss Multi-Strategy Advisers
New York
$289K +$267K +5,845 New
SFG
773
StrategIQ Financial Group
Indiana
$289K +$267K +5,845 New
CG
774
Cutler Group
California
$288K +$191K +4,178 +251%
Kingsview Wealth Management
775
Kingsview Wealth Management
Oregon
$288K -$5.49K -120 -2%