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Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
201
Sheaff Brock Investment Advisors
Indiana
$484K -$98.1K -3,036 -17%
SPIA
202
Steward Partners Investment Advisory
New York
$465K +$355 +11 +0.1%
CC
203
Claybrook Capital
Massachusetts
$452K
VI
204
Vestcor Inc
New Brunswick, Canada
$452K
AIP
205
Ameritas Investment Partners
Nebraska
$443K +$432K +13,368 New
IA
206
IFP Advisors
Florida
$442K +$222K +6,878 +129%
OC
207
Oppenheimer & Co
New York
$429K +$166K +5,148 +66%
WA
208
Wealth Alliance
New York
$428K +$99.9K +3,091 +31%
PAG
209
Private Advisor Group
New Jersey
$426K +$137K +4,247 +50%
MPCG
210
Matrix Private Capital Group
New York
$425K
TRCT
211
Tower Research Capital (TRC)
New York
$404K +$393K +12,163 New
UCFA
212
United Capital Financial Advisors
Texas
$396K +$153K +4,723 +66%
SIMG
213
Sonora Investment Management Group
Arizona
$388K
MMG
214
Monetary Management Group
Missouri
$376K +$14.3K +441 +4%
GC
215
Guggenheim Capital
Illinois
$366K -$123K -3,807 -26%
BWP
216
Baldwin Wealth Partners
Massachusetts
$358K
PCM
217
Pointe Capital Management
Michigan
$354K -$46.4K -1,436 -12%
Nuveen
218
Nuveen
North Carolina
$354K -$5.17K -160 -1%
AWS
219
Atria Wealth Solutions
New York
$343K +$334K +10,335 New
William Blair & Company
220
William Blair & Company
Illinois
$334K -$72.4K -2,242 -18%
SG
221
Somerset Group
Minnesota
$332K
RSWM
222
Robertson Stephens Wealth Management
California
$331K -$52.8K -1,635 -14%
BF
223
BOK Financial
Oklahoma
$329K -$194 -6 -0.1%
IAA
224
Independent Advisor Alliance
North Carolina
$325K -$85.2K -2,636 -21%
SGCA
225
Steel Grove Capital Advisors
Tennessee
$322K -$55K -1,702 -15%