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Name Holding Trade Value Shares
Change
Change in
Stake
VBFG
251
Vishria Bird Financial Group
Tennessee
$929K
GC
252
Guggenheim Capital
Illinois
$921K -$151K -3,681 -12%
PCA
253
Pallas Capital Advisors
Massachusetts
$904K +$895K +21,787 New
MFG
254
Magnus Financial Group
New York
$898K +$55.8K +1,359 +6%
GAA
255
Green Alpha Advisors
Colorado
$879K +$69.6K +1,695 +7%
CI
256
Cigna Investments
Connecticut
$858K +$51.5K +1,253 +5%
LC
257
Lindbrook Capital
California
$849K +$216K +5,263 +28%
NIM
258
NXG Investment Management
Texas
$817K +$346K +8,412 +58%
JMPWA
259
JP Morgan Private Wealth Advisors
California
$815K +$354K +8,620 +60%
CLOS
260
Compagnie Lombard Odier SCmA
Switzerland
$807K -$140K -3,400 -13%
ASN
261
Advisory Services Network
Georgia
$788K -$89.7K -2,184 -9%
Principal Financial Group
262
Principal Financial Group
Iowa
$776K -$141K -3,444 -14%
NAM
263
NorthCoast Asset Management
Connecticut
$771K -$3.25K -79 -0.4%
CC
264
Centiva Capital
New York
$758K +$874K +21,277 New
SLWA
265
San Luis Wealth Advisors
California
$756K +$872K +21,231 New
NA
266
NewEdge Advisors
Louisiana
$752K -$65.3K -1,590 -7%
SIM
267
Seaview Investment Managers
Florida
$750K +$865K +21,044 New
RBFC
268
Roman Butler Fullerton & Co
Missouri
$748K +$574K +13,981 +285%
PHK
269
Point72 Hong Kong
Hong Kong
$748K +$863K +20,998 New
LWM
270
Laidlaw Wealth Management
New York
$743K +$455K +11,079 +113%
PFO
271
Pathstone Family Office
New Jersey
$725K +$67.6K +1,646 +9%
RIM
272
Redpoint Investment Management
Australia
$713K -$86.5K -2,106 -10%
AFP
273
Ausdal Financial Partners
Iowa
$693K +$82.2K +2,000 +11%
CAM
274
Cresset Asset Management
Illinois
$690K -$43.8K -1,067 -5%
Fisher Asset Management
275
Fisher Asset Management
Washington
$689K -$122K -2,965 -13%