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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Cordatus Wealth Management
Pennsylvania
$405K +$406K +18,870 New
PFS
152
Prospera Financial Services
Texas
$405K +$406K +18,870 New
PE
153
PCM Encore
Colorado
$389K
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$380K -$10.7K -500 -3%
WFI
155
West Family Investments
California
$377K -$272K -12,678 -42%
Jones Financial Companies
156
Jones Financial Companies
Missouri
$365K +$217K +10,097 +147%
LCGC
157
Legacy Capital Group California
California
$362K -$85.1K -3,958 -19%
SCM
158
Shelton Capital Management
Colorado
$356K -$27.7K -1,289 -7%
ACA
159
Atlas Capital Advisors
Wyoming
$352K +$15.8K +736 +5%
Squarepoint
160
Squarepoint
New York
$348K -$816K -37,970 -70%
HWM
161
HB Wealth Management
Georgia
$346K +$122K +5,682 +54%
P
162
&Partners
Tennessee
$335K -$48.9K -2,274 -13%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$324K +$1.89K +88 +0.6%
AI
164
Atria Investments
North Carolina
$317K +$58.3K +2,712 +22%
CTC
165
Cetera Trust Company
Minnesota
$316K
SAM
166
Smartleaf Asset Management
Massachusetts
$315K +$4.71K +219 +1%
AWM
167
Aprio Wealth Management
Georgia
$315K
FFA
168
Farther Finance Advisors
California
$313K +$31.9K +1,485 +12%
SFA
169
Sequoia Financial Advisors
Ohio
$311K +$2.06K +96 +0.7%
WA
170
Waverly Advisors
Alabama
$292K +$293K +13,620 New
AWM
171
Ariadne Wealth Management
California
$290K
DTL
172
Dynamic Technology Lab
Singapore
$289K +$290K +13,472 New
AFWM
173
Arta Finance Wealth Management
California
$283K -$68.3K -3,176 -19%
GI
174
GAMMA Investing
California
$273K +$47.5K +2,212 +21%
SA
175
Sanctuary Advisors
Indiana
$272K -$141K -6,572 -34%