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Name Holding Trade Value Shares
Change
Change in
Stake
AI
351
Amplify Investments
Illinois
$486K +$72.1K +1,293 +18%
SOS
352
Silver Oak Securities
Tennessee
$483K +$17.3K +310 +4%
SP
353
Stablepoint Partners
Massachusetts
$481K +$14K +251 +3%
CWIG
354
Chung Wu Investment Group
Texas
$479K – – –
TNA
355
True North Advisors
Texas
$478K +$474K +8,494 New
CF
356
Convergence Financial
Missouri
$477K +$2.12K +38 +0.5%
FGI
357
Foresight Global Investors
New York
$477K – – –
CFG
358
Citizens Financial Group
Rhode Island
$473K -$2.01K -36 -0.4%
MCA
359
MSH Capital Advisors
Arizona
$473K +$468K +8,392 New
CIC
360
Carnegie Investment Counsel
Ohio
$468K – – –
CL
361
Choreo LLC
Illinois
$466K +$235K +4,221 +104%
PWM
362
Perigon Wealth Management
California
$464K -$5.02K -90 -1%
IAIM
363
International Assets Investment Management
Florida
$460K -$10.8K -193 -2%
NDSI
364
Newman Dignan & Sheerar Inc
Rhode Island
$456K – – –
MW
365
Maia Wealth
Colorado
$452K +$11.5K +207 +3%
S
366
SignatureFD
Georgia
$451K – – –
VFA
367
Valeo Financial Advisors
Indiana
$450K -$16.7K -300 -4%
SWM
368
Spire Wealth Management
Virginia
$450K -$183K -3,272 -29%
APW
369
Allied Private Wealth
Florida
$448K +$436K +7,807 New
BM
370
Belfer Management
New York
$441K – – –
MYIA
371
Mount Yale Investment Advisors
Colorado
$440K -$50.9K -912 -10%
VAS
372
Vestmark Advisory Solutions
Massachusetts
$440K -$23K -412 -5%
KPWS
373
Kestra Private Wealth Services
Texas
$439K -$1.73M -31,032 -80%
LF
374
Lee Financial
Texas
$438K +$22.7K +406 +6%
AO
375
Advisor OS
Illinois
$436K – – –