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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
301
Sage Rhino Capital
California
$354K +$195K +2,763 New
LBWM
302
Left Brain Wealth Management
Illinois
$346K +$191K +2,700 New
FTWA
303
Fifth Third Wealth Advisors
Ohio
$345K +$190K +2,691 New
MW
304
MBL Wealth
North Carolina
$343K +$189K +2,676 New
EF
305
Empowered Funds
Pennsylvania
$335K +$185K +2,614 New
WPC
306
Wedmont Private Capital
Pennsylvania
$327K +$253K +3,581 New
IWC
307
Integrated Wealth Concepts
Massachusetts
$322K +$178K +2,518 New
BJL
308
Brighton Jones LLC
Washington
$316K +$175K +2,468 New
FPAS
309
Focus Partners Advisor Solutions
Missouri
$315K +$174K +2,463 New
I
310
InceptionR
California
$309K +$171K +2,411 New
SWM
311
SeaCrest Wealth Management
New York
$308K +$170K +2,403 New
OIA
312
OneDigital Investment Advisors
Kansas
$303K +$167K +2,367 New
SG
313
StoneX Group
New York
$301K +$253K +3,582 New
Squarepoint
314
Squarepoint
New York
$300K -$12.4M -175,004 -99%
HWM
315
HB Wealth Management
Georgia
$299K +$165K +2,333 New
VEA
316
Virtus ETF Advisers
New York
$297K +$164K +2,320 New
PWPS
317
Pinnacle Wealth Planning Services
Ohio
$296K +$31.4K +444 +24%
SF
318
Summit Financial
New Jersey
$290K +$160K +2,263 New
SCM
319
Shelton Capital Management
Colorado
$289K +$160K +2,260 New
SAM
320
Smartleaf Asset Management
Massachusetts
$287K – – –
WEG
321
World Equity Group
Illinois
$285K +$158K +2,227 New
AF
322
Allworth Financial
California
$285K +$63.5K +898 +68%
JCIA
323
Jackson Creek Investment Advisors
Colorado
$281K -$1.48M -20,926 -83%
DnB Asset Management
324
DnB Asset Management
Norway
$269K +$149K +2,103 New
APA
325
Astoria Portfolio Advisors
New York
$261K +$144K +2,040 New