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Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
201
Matrix Private Capital Group
New York
$379K -$43.3K -1,528 -11%
S
202
SignatureFD
Georgia
$364K +$58.6K +2,070 +20%
SWP
203
Stratos Wealth Partners
Ohio
$361K +$2.55K +90 +0.7%
CCP
204
Cardan Capital Partners
Colorado
$358K
SIM
205
Sonora Investment Management
Arizona
$350K +$52.4K +1,852 +19%
RSWM
206
Robertson Stephens Wealth Management
California
$344K
IAA
207
Independent Advisor Alliance
North Carolina
$337K +$2.6K +92 +0.8%
Nuveen
208
Nuveen
North Carolina
$329K -$6.51K -230 -2%
BWP
209
Baldwin Wealth Partners
Massachusetts
$320K
CA
210
Cullinan Associates
Kentucky
$314K
AIA
211
Arrow Investment Advisors
Maryland
$312K -$71.9K -2,539 -19%
UR
212
USCA RIA
Texas
$302K
BP
213
BBR Partners
New York
$302K +$289K +10,209 New
SG
214
Somerset Group
Minnesota
$296K
MMG
215
Monetary Management Group
Missouri
$293K
AIP
216
Ahrens Investment Partners
Louisiana
$282K +$12.7K +450 +5%
RFC
217
Regions Financial Corp
Alabama
$275K +$263K +9,296 New
DT
218
Diversified Trust
Tennessee
$273K
RC
219
RBF Capital
California
$266K
IWP
220
Icon Wealth Partners
Texas
$250K -$9.57K -338 -4%
XT
221
XTX Topco
Cayman Islands
$250K +$239K +8,448 New
NFSG
222
Newbridge Financial Services Group
Florida
$247K -$5.55K -196 -2%
SGCA
223
Steel Grove Capital Advisors
Tennessee
$245K
CA
224
Cetera Advisors
Colorado
$243K -$23.5K -829 -9%
FA
225
FDx Advisors
Illinois
$243K -$2.83K -100 -1%