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Name Holding Trade Value Shares
Change
Change in
Stake
AFWM
151
Arta Finance Wealth Management
California
$271K +$49.4K +2,479 +19%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$266K +$5.96K +299 +2%
Natixis Advisors
153
Natixis Advisors
Massachusetts
$266K +$67.5K +3,386 +28%
FFA
154
Farther Finance Advisors
California
$264K +$19.4K +973 +7%
SAM
155
Smartleaf Asset Management
Massachusetts
$259K
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$255K +$294K +14,748 New
CTC
157
Cetera Trust Company
Minnesota
$254K
FG
158
Foster Group
Iowa
$252K +$75.4K +3,784 +35%
SFA
159
Sequoia Financial Advisors
Ohio
$250K -$738 -37 -0.3%
VAS
160
Vestmark Advisory Solutions
Massachusetts
$241K -$2.24M -112,207 -89%
SA
161
Sanctuary Advisors
Indiana
$237K +$20.7K +1,039 +8%
IB
162
Intrust Bank
Kansas
$237K -$132K -6,631 -33%
AWM
163
Ariadne Wealth Management
California
$233K +$2.15K +108 +0.8%
OIA
164
OneDigital Investment Advisors
Kansas
$231K +$19.2K +962 +8%
WA
165
Waverly Advisors
Alabama
$226K -$10.3K -516 -4%
TF
166
Trek Financial
Arizona
$225K +$259K +13,004 New
M&T Bank
167
M&T Bank
New York
$217K +$33.7K +1,692 +16%
CCA
168
Carrera Capital Advisors
Michigan
$215K +$2.61K +131 +1%
YIH
169
Y-Intercept (HK)
Hong Kong
$214K -$5.89M -295,318 -96%
DZ Bank
170
DZ Bank
Germany
$209K +$241K +12,100 New
AWM
171
Aprio Wealth Management
Georgia
$208K -$52.9K -2,656 -18%
DWM
172
Diversify Wealth Management
Utah
$207K -$230K -11,552 -51%
DAS
173
Diversify Advisory Services
Utah
$207K +$220K +11,042 New
AI
174
Atria Investments
North Carolina
$204K -$59.8K -2,998 -20%
UCFA
175
United Capital Financial Advisors
Texas
$195K +$225K +11,264 New