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Name Holding Trade Value Shares
Change
Change in
Stake
SMC
151
Smith, Moore & Co
Missouri
$860K -$62.9K -2,000 -7%
EWA
152
Exencial Wealth Advisors
Oklahoma
$844K – – –
OF
153
Outfitter Financial
Maine
$839K – – –
GA
154
GraniteShares Advisors
New York
$811K -$10.2K -323 -1%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$810K – – –
Walleye Trading
156
Walleye Trading
New York
$804K -$937K -29,797 -53%
WPEP
157
Walnut Private Equity Partners
Nebraska
$795K +$18.4K +585 +2%
AWM
158
Apollon Wealth Management
South Carolina
$750K +$786K +24,993 New
CRC
159
Curi RMB Capital
Illinois
$729K -$12.3K -390 -2%
BI
160
Bramshill Investments
Florida
$720K – – –
SC
161
Scotia Capital
Ontario, Canada
$708K +$89.5K +2,848 +14%
AFG
162
American Financial Group
Ohio
$675K +$15.7K +500 +2%
RSWM
163
Robertson Stephens Wealth Management
California
$667K – – –
FF
164
FourThought Financial
Florida
$666K -$10.1K -320 -1%
Franklin Resources
165
Franklin Resources
California
$637K -$23.2K -739 -3%
ASN
166
Advisory Services Network
Georgia
$637K +$409 +13 +0.1%
XT
167
XTX Topco
Cayman Islands
$637K +$667K +21,224 New
OA
168
Oxbow Advisors
Texas
$635K +$20.1K +640 +3%
DADC
169
D.A. Davidson & Co
Montana
$618K +$12.2K +388 +2%
GIM
170
Groesbeck Investment Management
New Jersey
$612K – – –
MA
171
Modus Advisors
Minnesota
$588K – – –
CWM
172
C2C Wealth Management
Arizona
$579K – – –
AWS
173
Atria Wealth Solutions
New York
$573K +$12K +383 +2%
CG
174
CFO4Life Group
Texas
$570K +$597K +19,000 New
Manulife (Manufacturers Life Insurance)
175
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$570K -$12.9K -410 -2%