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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
751
Dakota Wealth Management
Florida
$1.87M +$84.4K +231 +5%
MMA
752
Miracle Mile Advisors
California
$1.86M -$1.85M -5,069 -51%
BP
753
Ballentine Partners
Massachusetts
$1.85M +$146K +400 +9%
TC
754
Taika Capital
Florida
$1.85M +$1.77M +4,860 New
FIM
755
Freedom Investment Management
Connecticut
$1.85M -$86.2K -236 -5%
KWM
756
Kingsview Wealth Management
Oregon
$1.83M +$84.4K +231 +5%
PP
757
Patten & Patten
Tennessee
$1.83M +$54.8K +150 +3%
FIA
758
Foundations Investment Advisors
Arizona
$1.82M +$1.14M +3,130 +191%
NAG
759
Northstar Advisory Group
New Jersey
$1.8M +$342K +936 +25%
CT
760
Coastline Trust
Rhode Island
$1.8M -$68.3K -187 -4%
LFAS
761
Level Four Advisory Services
Texas
$1.79M +$4.38K +12 +0.3%
XT
762
XTX Topco
Cayman Islands
$1.79M +$1.44M +3,956 +543%
NW
763
Naviter Wealth
Arkansas
$1.78M +$185K +507 +12%
QAM
764
Q3 Asset Management
Michigan
$1.77M +$1.7M +4,650 New
QCG
765
Quadrant Capital Group
Ohio
$1.76M -$80.3K -220 -5%
DCM
766
Dupont Capital Management
Delaware
$1.75M
DA
767
Duality Advisers
Florida
$1.73M +$1.66M +4,552 New
O
768
Ossiam
France
$1.73M +$665K +1,822 +67%
SWM
769
Sendero Wealth Management
Texas
$1.73M -$143K -391 -8%
RWA
770
Ropes Wealth Advisors
Massachusetts
$1.73M +$154K +423 +10%
FFS
771
Founders Financial Securities
Maryland
$1.73M +$77.1K +211 +5%
SF
772
Summit Financial
New Jersey
$1.72M +$2.92K +8 +0.2%
SCM
773
Stevens Capital Management
Pennsylvania
$1.69M +$1.62M +4,431 New
SIG
774
Sargent Investment Group
Maryland
$1.68M +$8.4K +23 +0.5%
WA
775
Wealth Alliance
New York
$1.67M -$128K -350 -7%