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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
526
Cladis Investment Advisory
Montana
$285K +$134K +1,000 +67%
RA
527
RFG Advisory
Alabama
$285K +$8.15K +61 +3%
AWM
528
Apollon Wealth Management
South Carolina
$282K -$116K -871 -26%
HAS
529
Horizon Advisory Services
New York
$276K +$14.8K +111 +5%
WPC
530
Wedmont Private Capital
Pennsylvania
$274K +$307K +2,299 New
Bessemer Group
531
Bessemer Group
New Jersey
$273K -$41.4K -310 -11%
JFG
532
Jefferies Financial Group
New York
$270K +$315K +2,361 New
IWC
533
Integrated Wealth Concepts
Massachusetts
$267K -$891K -6,671 -74%
HNB
534
Huntington National Bank
Ohio
$267K +$33.3K +249 +12%
EI
535
Ethic Inc
New York
$262K -$57.3K -429 -16%
CCM
536
Coldstream Capital Management
Washington
$261K -$15.8K -118 -5%
Blackstone Inc
537
Blackstone Inc
New York
$257K +$29.8K +223 +11%
MCA
538
Martin Capital Advisors
Texas
$256K -$6.68K -50 -2%
LSPW
539
Lake Street Private Wealth
Illinois
$254K +$23.1K +173 +8%
ACM
540
Aljian Capital Management
Nevada
$253K -$157K -1,178 -35%
BBHC
541
Brown Brothers Harriman & Co
New York
$252K +$50.5K +378 +21%
PL
542
PeakShares LLC
Florida
$252K
FFA
543
Fragasso Financial Advisors
Pennsylvania
$249K -$47.4K -355 -14%
RRMM
544
Regatta Research & Money Management
Louisiana
$247K +$289K +2,161 New
TE
545
Tema ETFs
New York
$245K +$19.4K +145 +7%
SCA
546
Snowden Capital Advisors
New York
$243K +$23K +172 +9%
MF
547
Magnetar Financial
Illinois
$243K +$52.6K +394 +23%
HCA
548
Harbor Capital Advisors
Illinois
$242K +$534 +4 +0.2%
CFM
549
Catalyst Funds Management
Australia
$240K +$281K +2,100 New
PA
550
Parallel Advisors
California
$238K -$119K -890 -30%