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Name Holding Trade Value Shares
Change
Change in
Stake
Everett Harris & Co
1101
Everett Harris & Co
California
$985K -$64.3K -150 -6%
Diversify Advisory Services
1102
Diversify Advisory Services
Utah
$984K -$38.6K -90 -4%
AlphaCore Capital
1103
AlphaCore Capital
California
$982K -$96.8K -226 -9%
PCG
1104
PFC Capital Group
California
$981K -$49.7K -116 -5%
DWAM
1105
Duncan Williams Asset Management
Tennessee
$977K -$53.1K -124 -6%
Westwood Holdings Group
1106
Westwood Holdings Group
Texas
$972K +$9K +21 +0.9%
RAG
1107
RIA Advisory Group
Iowa
$971K -$277K -646 -22%
PFGIA
1108
Patriot Financial Group Insurance Agency
Massachusetts
$970K +$975K +2,276 New
AWA
1109
Ark Wealth Advisors
California
$969K +$974K +2,273 New
SGI
1110
Summit Global Investments
Utah
$969K +$973K +2,271 New
HFM
1111
Hartford Funds Management
Pennsylvania
$968K +$368K +860 +61%
PE
1112
PCM Encore
Colorado
$968K +$972K +2,269 New
MC
1113
Moors & Cabot
Massachusetts
$965K +$78.8K +184 +9%
OL
1114
Optas LLC
Texas
$962K -$140K -327 -13%
RC
1115
Roundview Capital
New Jersey
$962K -$738K -1,722 -43%
STS
1116
SG Trading Solutions
Utah
$960K +$965K +2,252 New
SG
1117
StoneX Group
New York
$957K +$334K +779 +53%
BAM
1118
Blueshift Asset Management
New Jersey
$955K +$960K +2,240 New
DA
1119
Dover Advisors
Virginia
$954K +$857 +2 +0.1%
TCWM
1120
Total Clarity Wealth Management
Illinois
$953K +$34.3K +80 +4%
TWM
1121
Thrive Wealth Management
Pennsylvania
$946K -$41.6K -97 -4%
First Citizens Bank & Trust
1122
First Citizens Bank & Trust
North Carolina
$943K -$114K -266 -11%
Avior Wealth Management
1123
Avior Wealth Management
Nebraska
$941K -$5.14K -12 -0.5%
Simplex Trading
1124
Simplex Trading
Illinois
$936K +$940K +2,195 New
VFA
1125
Values First Advisors
Tennessee
$935K +$74.5K +174 +9%