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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
Exencial Wealth Advisors
Oklahoma
$844K
OF
152
Outfitter Financial
Maine
$839K
GA
153
GraniteShares Advisors
New York
$811K -$10.2K -323 -1%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$810K
Walleye Trading
155
Walleye Trading
New York
$804K -$937K -29,797 -53%
WPEP
156
Walnut Private Equity Partners
Nebraska
$795K +$18.4K +585 +2%
AWM
157
Apollon Wealth Management
South Carolina
$750K +$786K +24,993 New
CRC
158
Curi RMB Capital
Illinois
$729K -$12.3K -390 -2%
BI
159
Bramshill Investments
Florida
$720K
SC
160
Scotia Capital
Ontario, Canada
$708K +$89.5K +2,848 +14%
AFG
161
American Financial Group
Ohio
$675K +$15.7K +500 +2%
RSWM
162
Robertson Stephens Wealth Management
California
$667K
FF
163
FourThought Financial
Florida
$666K -$10.1K -320 -1%
Franklin Resources
164
Franklin Resources
California
$637K -$23.2K -739 -3%
ASN
165
Advisory Services Network
Georgia
$637K +$409 +13 +0.1%
XT
166
XTX Topco
Cayman Islands
$637K +$667K +21,224 New
OA
167
Oxbow Advisors
Texas
$635K +$20.1K +640 +3%
DADC
168
D.A. Davidson & Co
Montana
$618K +$12.2K +388 +2%
GIM
169
Groesbeck Investment Management
New Jersey
$612K
MA
170
Modus Advisors
Minnesota
$588K
CWM
171
C2C Wealth Management
Arizona
$579K
AWS
172
Atria Wealth Solutions
New York
$573K +$12K +383 +2%
CG
173
CFO4Life Group
Texas
$570K +$597K +19,000 New
Manulife (Manufacturers Life Insurance)
174
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$570K -$12.9K -410 -2%
Ameriprise
175
Ameriprise
Minnesota
$567K +$114K +3,637 +24%