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Name Holding Trade Value Shares
Change
Change in
Stake
Mariner Independent Advisor Network
1101
Mariner Independent Advisor Network
Kansas
$3.73M +$3.51M +10,136 New
RI
1102
Redwood Investments
Massachusetts
$3.72M -$99.9K -289 -3%
Prudential plc
1103
Prudential plc
United Kingdom
$3.72M -$137K -397 -4%
KA
1104
Kintegral Advisory
New York
$3.72M – – –
WWM
1105
WT Wealth Management
Arizona
$3.72M +$900K +2,603 +34%
LGT Fund Management
1106
LGT Fund Management
Liechtenstein
$3.7M +$3.56M +10,300 New
Forvis Mazars Wealth Advisors
1107
Forvis Mazars Wealth Advisors
Missouri
$3.68M +$177K +512 +5%
Leonteq Securities AG
1108
Leonteq Securities AG
Switzerland
$3.68M -$13.1M -37,862 -79%
GP
1109
Greenline Partners
New York
$3.67M -$65.7K -190 -2%
OSIA
1110
O'Shares Investment Advisers
Massachusetts
$3.66M +$256K +739 +8%
WCM
1111
Weik Capital Management
Pennsylvania
$3.66M +$853K +2,467 +32%
Simplicity Solutions
1112
Simplicity Solutions
Minnesota
$3.64M +$1.61M +4,652 +85%
HB Wealth Management
1113
HB Wealth Management
Georgia
$3.64M +$3.5M +10,129 New
Wealthspire Advisors (New York)
1114
Wealthspire Advisors (New York)
New York
$3.63M -$416K -1,202 -11%
MCM
1115
McKinley Capital Management
Alaska
$3.63M -$814K -2,355 -19%
LCH
1116
Lee Capital Holdings
New York
$3.63M +$34.6K +100 +1%
Meiji Yasuda Life Insurance
1117
Meiji Yasuda Life Insurance
Japan
$3.6M -$303K -877 -8%
BCM
1118
Brown Capital Management
Maryland
$3.59M +$377K +1,091 +12%
HP
1119
Hikari Power
Japan
$3.59M – – –
WC
1120
Winmill & Co
New Hampshire
$3.59M – – –
Carson Wealth (CWM LLC)
1121
Carson Wealth (CWM LLC)
Nebraska
$3.58M +$3.45M +9,972 New
OCM
1122
Orleans Capital Management
Louisiana
$3.58M +$31.8K +92 +0.9%
Dynamic Advisor Solutions
1123
Dynamic Advisor Solutions
Arizona
$3.57M +$44.6K +129 +1%
FCI
1124
Financial Counselors Inc
Kansas
$3.57M -$7.13M -20,616 -67%
Western Wealth Management
1125
Western Wealth Management
Colorado
$3.56M +$3.42M +9,899 New