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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
276
Graham Capital Management
Connecticut
$236K +$233K +3,678 New
CCA
277
Checchi Capital Advisers
California
$234K -$1.83K -29 -0.8%
OC
278
Oppenheimer & Co
New York
$232K -$6.77K -107 -3%
EH
279
Equitable Holdings
New York
$232K -$2.28K -36 -1%
PWP
280
Phillips Wealth Planners
Mississippi
$226K +$6.33K +100 +3%
PWA
281
Primoris Wealth Advisors
Florida
$226K – – –
SW
282
SVB Wealth
Massachusetts
$221K +$569 +9 +0.3%
AWS
283
Atria Wealth Solutions
New York
$220K -$380 -6 -0.2%
VFA
284
Voya Financial Advisors
Connecticut
$220K -$1.07K -17 -0.5%
IF
285
Intrua Financial
Texas
$220K +$949 +15 +0.4%
HNWAG
286
High Net Worth Advisory Group
Florida
$219K – – –
TSS
287
Two Sigma Securities
New York
$218K +$214K +3,390 New
PA
288
Parallel Advisors
California
$217K +$56.7K +896 +36%
IWA
289
Icon Wealth Advisors
Texas
$216K -$5.38K -85 -2%
QI
290
Qtron Investments
Massachusetts
$212K – – –
PP
291
PDS Planning
Ohio
$210K +$206K +3,261 New
LSAG
292
Lake Street Advisors Group
New Hampshire
$210K -$3.79K -60 -2%
CAG
293
Csenge Advisory Group
Florida
$209K +$206K +3,256 New
AF
294
Allworth Financial
California
$200K +$29.1K +460 +17%
GM
295
GeoWealth Management
Illinois
$191K +$23.5K +372 +14%
WT
296
Whittier Trust
California
$177K – – –
AAP
297
Arax Advisory Partners
Colorado
$145K +$2.53K +40 +2%
TCOV
298
Trust Company of Vermont
Vermont
$144K – – –
HFM
299
Hartford Financial Management
Connecticut
$136K – – –
MRCM
300
M&R Capital Management
New Jersey
$136K – – –
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