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Name Holding Trade Value Shares
Change
Change in
Stake
CWG
701
Cornerstone Wealth Group
North Carolina
$362K +$74.6K +935 +30%
DT
702
Diversified Trust
Tennessee
$359K +$4.63K +58 +1%
EP
703
Essential Partners
California
$358K +$319K +3,999 New
MOS
704
MGO One Seven
Ohio
$358K +$27.2K +341 +9%
ACM
705
Advisors Capital Management
New Jersey
$355K +$10.3K +129 +3%
1M
706
1248 Management
Missouri
$353K
SF
707
Synovus Financial
Georgia
$352K -$7.98K -100 -2%
EFG
708
Elm3 Financial Group
Georgia
$350K -$239 -3 -0.1%
EW
709
Evoke Wealth
California
$347K +$310K +3,884 New
CFG
710
Citizens Financial Group
Rhode Island
$346K +$309K +3,871 New
OWM
711
OneAscent Wealth Management
Alabama
$345K +$21K +263 +7%
AWS
712
Atria Wealth Solutions
New York
$344K +$83.4K +1,045 +37%
CMF
713
Counterpoint Mutual Funds
California
$344K +$307K +3,847 New
LS
714
Livforsakringsbolaget Skandia
Sweden
$342K
KFS
715
Keynote Financial Services
Connecticut
$341K -$23.9K -300 -7%
CCM
716
Cinctive Capital Management
New York
$340K +$304K +3,804 New
Nomura Holdings
717
Nomura Holdings
Japan
$338K -$1,000K -12,521 -77%
SC
718
Scotia Capital
Ontario, Canada
$338K -$33.5K -420 -10%
PI
719
PFG Investments
New York
$335K -$76.6K -959 -20%
SPA
720
Sherbrooke Park Advisers
New York
$331K -$241K -3,015 -45%
STA
721
Summit Trail Advisors
New York
$324K +$290K +3,627 New
OFS
722
OneAscent Financial Services
Alabama
$323K -$328K -4,114 -53%
WAM
723
Wakefield Asset Management
Colorado
$322K
SC
724
Stance Capital
Massachusetts
$321K +$286K +3,588 New
BCM
725
Brookstone Capital Management
Illinois
$320K -$42.8K -536 -13%