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Name Holding Trade Value Shares
Change
Change in
Stake
AWE
726
Avidian Wealth Enterprises
Texas
$271K +$89.1K +4,599 +45%
LSAG
727
Lake Street Advisors Group
New Hampshire
$268K -$34.8K -1,798 -11%
FA
728
FDx Advisors
Illinois
$268K -$78.4K -4,047 -22%
WTB
729
Washington Trust Bank
Washington
$267K – – –
MAS
730
Meeder Advisory Services
Ohio
$266K +$82K +4,234 +41%
VI
731
Versor Investments
New York
$265K +$283K +14,600 New
CC
732
Centiva Capital
New York
$265K +$283K +14,590 New
NWWA
733
New Wave Wealth Advisors
Arkansas
$263K +$280K +14,459 New
KWM
734
Kingsview Wealth Management
Oregon
$262K +$51.2K +2,641 +22%
SOW
735
State of Wyoming
Wyoming
$260K -$44K -2,273 -14%
SSWM
736
Sheets Smith Wealth Management
North Carolina
$259K -$23.5K -1,211 -8%
SCM
737
Stevens Capital Management
Pennsylvania
$259K +$276K +14,242 New
STA
738
Summit Trail Advisors
New York
$258K +$275K +14,200 New
KI
739
Kapitalo Investimentos
Brazil
$258K +$275K +14,176 New
NG
740
Northstar Group
New York
$257K -$7.05K -364 -3%
AC
741
ASB Consultores
Florida
$254K -$113K -5,814 -29%
DFCM
742
Dark Forest Capital Management
Puerto Rico
$254K -$266K -13,735 -50%
VV
743
Verity & Verity
South Carolina
$249K +$266K +13,708 New
PWP
744
Principle Wealth Partners
Connecticut
$249K – – –
DILIC
745
Dai-ichi Life Insurance Company
Japan
$246K – – –
CFS
746
Coordinated Financial Services
Colorado
$246K +$58 +3 +0%
DDPIC
747
Deroy & Devereaux Private Investment Counsel
Michigan
$244K -$51.3K -2,649 -16%
ARG
748
Advisory Resource Group
Oklahoma
$242K -$794 -41 -0.3%
HAS
749
Horizon Advisory Services
New York
$241K +$1.55K +80 +0.6%
SMA
750
Sage Mountain Advisors
Georgia
$237K +$6.82K +352 +3%