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Name Holding Trade Value Shares
Change
Change in
Stake
CIP
551
Convergence Investment Partners
Florida
$465K +$488K +2,577 New
FBT
552
First Bankers Trust
Kentucky
$462K
MM
553
MQS Management
New York
$453K +$476K +2,510 New
XWM
554
Xcel Wealth Management
Florida
$453K
AA
555
ALPS Advisors
Colorado
$453K +$5.3K +28 +1%
SPC
556
Sigma Planning Corp
Michigan
$451K -$6.44K -34 -1%
LFG
557
Larson Financial Group
Missouri
$450K -$2.84K -15 -0.6%
AFG
558
Atomi Financial Group
New York
$448K +$21.2K +112 +5%
AWA
559
Aaron Wealth Advisors
Illinois
$446K -$268K -1,417 -36%
TCA
560
Transcend Capital Advisors
New Jersey
$446K -$9.85K -52 -2%
OWP
561
ORG Wealth Partners
Texas
$440K
DAS
562
Dynamic Advisor Solutions
Arizona
$437K -$2.27K -12 -0.5%
ICP
563
Interchange Capital Partners
Pennsylvania
$437K -$26.7K -141 -6%
CW
564
CreativeOne Wealth
Kansas
$430K -$12.1K -64 -3%
OIA
565
OneDigital Investment Advisors
Kansas
$425K -$44.5K -235 -9%
CCA
566
Childress Capital Advisors
Texas
$425K +$141K +744 +46%
CG
567
Cynosure Group
Utah
$425K +$447K +2,357 New
SOW
568
State of Wyoming
Wyoming
$425K +$186K +984 +72%
HA
569
Huntleigh Advisors
Missouri
$424K -$18.9K -100 -4%
PWA
570
Pitcairn Wealth Advisors
Pennsylvania
$420K +$441K +2,326 New
CIA
571
Capital Investment Advisors
Georgia
$419K +$440K +2,325 New
CAM
572
Cresset Asset Management
Illinois
$419K -$42.4K -224 -9%
WANY
573
Wealthspire Advisors (New York)
New York
$416K +$190K +1,003 +77%
AWM
574
Axxcess Wealth Management
California
$415K
MYLI
575
Meiji Yasuda Life Insurance
Japan
$408K +$428K +2,260 New