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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
751
Intrua Financial
Texas
$1.88M +$80.7K +221 +5%
DWM
752
Dakota Wealth Management
Florida
$1.87M +$84.4K +231 +5%
MMA
753
Miracle Mile Advisors
California
$1.86M -$1.85M -5,069 -51%
BP
754
Ballentine Partners
Massachusetts
$1.85M +$146K +400 +9%
TC
755
Taika Capital
Florida
$1.85M +$1.77M +4,860 New
FIM
756
Freedom Investment Management
Connecticut
$1.85M -$86.2K -236 -5%
KWM
757
Kingsview Wealth Management
Oregon
$1.83M +$84.4K +231 +5%
PP
758
Patten & Patten
Tennessee
$1.83M +$54.8K +150 +3%
FIA
759
Foundations Investment Advisors
Arizona
$1.82M +$1.14M +3,130 +191%
NAG
760
Northstar Advisory Group
New Jersey
$1.8M +$342K +936 +25%
CT
761
Coastline Trust
Rhode Island
$1.8M -$68.3K -187 -4%
LFAS
762
Level Four Advisory Services
Texas
$1.79M +$4.38K +12 +0.3%
XT
763
XTX Topco
Cayman Islands
$1.79M +$1.44M +3,956 +543%
NW
764
Naviter Wealth
Arkansas
$1.78M +$185K +507 +12%
QAM
765
Q3 Asset Management
Michigan
$1.77M +$1.7M +4,650 New
QCG
766
Quadrant Capital Group
Ohio
$1.76M -$80.3K -220 -5%
DCM
767
Dupont Capital Management
Delaware
$1.75M – – –
DA
768
Duality Advisers
Florida
$1.73M +$1.66M +4,552 New
O
769
Ossiam
France
$1.73M +$665K +1,822 +67%
SWM
770
Sendero Wealth Management
Texas
$1.73M -$143K -391 -8%
RWA
771
Ropes Wealth Advisors
Massachusetts
$1.73M +$154K +423 +10%
FFS
772
Founders Financial Securities
Maryland
$1.73M +$77.1K +211 +5%
SF
773
Summit Financial
New Jersey
$1.72M +$2.92K +8 +0.2%
SCM
774
Stevens Capital Management
Pennsylvania
$1.69M +$1.62M +4,431 New
SIG
775
Sargent Investment Group
Maryland
$1.68M +$8.4K +23 +0.5%
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