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Name Holding Trade Value Shares
Change
Change in
Stake
UWS
701
Unique Wealth Strategies
Illinois
$651K +$556K +1,702 New
MFG
702
Merit Financial Group
Georgia
$645K +$293K +897 +114%
FCA
703
Fortis Capital Advisors
Kansas
$644K
SIA
704
Schechter Investment Advisors
Michigan
$644K +$31.7K +97 +6%
MSA
705
MUFG Securities Americas
New York
$638K +$545K +1,668 New
EFM
706
E Fund Management
China
$634K -$1.23M -3,762 -69%
CRC
707
Curi RMB Capital
Illinois
$632K +$539K +1,652 New
AssetMark Inc
708
AssetMark Inc
California
$631K +$10.8K +33 +2%
KWM
709
Kingsview Wealth Management
Oregon
$629K +$28.7K +88 +6%
AWS
710
Atria Wealth Solutions
New York
$619K -$743K -2,275 -58%
RA
711
Ransom Advisory
Rhode Island
$618K -$16.3K -50 -3%
VVP
712
Venture Visionary Partners
Ohio
$606K
HFP
713
Holistic Financial Partners
Indiana
$605K -$14.4K -44 -3%
CAG
714
Crestwood Advisors Group
Massachusetts
$602K +$58.1K +178 +13%
HI
715
Horizon Investments
North Carolina
$601K +$3.92K +12 +0.8%
CNBTD
716
Citizens National Bank Trust Department
Mississippi
$599K +$512K +1,567 New
AWM
717
Avitas Wealth Management
California
$591K -$12.4K -38 -2%
GS
718
GTS Securities
Florida
$587K -$14M -42,835 -97%
IPAM
719
ICICI Prudential Asset Management
India
$586K -$979 -3 -0.2%
OWA
720
Outlook Wealth Advisors
Texas
$585K +$132K +404 +36%
SW
721
SkyOak Wealth
Michigan
$583K +$245K +751 +97%
SCA
722
Snowden Capital Advisors
New York
$581K -$230K -705 -32%
AF
723
Advisornet Financial
Minnesota
$581K -$83.6K -256 -14%
GI
724
GAMMA Investing
California
$579K +$179K +548 +57%
ST
725
Smithfield Trust
Pennsylvania
$578K +$82.9K +254 +20%