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Name Holding Trade Value Shares
Change
Change in
Stake
TSS
376
Two Sigma Securities
New York
$349K +$342K +6,522 New
PSP
377
Principal Street Partners
Tennessee
$349K
National Bank of Canada
378
National Bank of Canada
Quebec, Canada
$348K
CAGAS
379
Capital Advisory Group Advisory Services
Minnesota
$346K +$338K +6,458 New
JIP
380
Jaffetilchin Investment Partners
Florida
$344K +$337K +6,434 New
LC
381
Lavaca Capital
Texas
$343K
FFA
382
Farther Finance Advisors
California
$333K +$43.7K +835 +16%
BB
383
Bell Bank
North Dakota
$332K
OIA
384
OneDigital Investment Advisors
Kansas
$331K -$5.24K -100 -2%
OSAM
385
O'Shaughnessy Asset Management
Connecticut
$329K +$79.7K +1,521 +33%
MG
386
Mather Group
Illinois
$327K
WSCM
387
Wellington Shields Capital Management
New York
$321K
PA
388
Prossimo Advisors
California
$321K -$27K -515 -8%
GIA
389
Gladstone Institutional Advisory
Florida
$311K +$79.6K +1,520 +35%
VCAM
390
Van Cleef Asset Management
Ohio
$311K
DWA
391
Douglass Winthrop Advisors
New York
$310K
MFWP
392
Mosaic Family Wealth Partners
Missouri
$310K -$26.2K -500 -8%
BHPW
393
Beverly Hills Private Wealth
California
$309K -$56K -1,069 -16%
FFN
394
Focus Financial Network
Minnesota
$308K +$10.1K +193 +3%
AWE
395
Avidian Wealth Enterprises
Texas
$306K +$5.71K +109 +2%
AFO
396
Allie Family Office
Florida
$306K
SC
397
Shay Capital
New York
$305K +$299K +5,700 New
Jones Financial Companies
398
Jones Financial Companies
Missouri
$304K -$15.7K -300 -5%
VWA
399
Visionary Wealth Advisors
Illinois
$302K +$33.4K +638 +13%
WCM
400
Winebrenner Capital Management
Kentucky
$301K