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Name Holding Trade Value Shares
Change
Change in
Stake
RG
376
Rathbones Group
United Kingdom
$388K -$39K -975 -12%
KWM
377
Kingsview Wealth Management
Oregon
$388K +$11.5K +287 +4%
MAFM
378
Mid Atlantic Financial Management
Pennsylvania
$387K -$39.5K -987 -12%
KM
379
Kalos Management
Georgia
$384K +$12K +300 +4%
IAA
380
Independent Advisor Alliance
North Carolina
$382K -$110K -2,747 -28%
BPA
381
Beacon Pointe Advisors
California
$377K +$5.01K +125 +2%
RSWM
382
Robertson Stephens Wealth Management
California
$372K +$280K +7,000 New
WA
383
Wealth Alliance
New York
$368K +$5.09K +127 +2%
MFG
384
Merit Financial Group
Georgia
$367K -$24K -600 -8%
RTS
385
Round Table Services
New Jersey
$363K +$841 +21 +0.3%
HW
386
Hancock Whitney
Mississippi
$357K +$269K +6,709 New
Federated Hermes
387
Federated Hermes
Pennsylvania
$352K +$16K +399 +6%
FTDI
388
First Trust Direct Indexing
Massachusetts
$351K +$264K +6,592 New
UMC
389
United Maritime Capital
New York
$346K +$260K +6,500 New
HSA
390
HBK Sorce Advisory
Pennsylvania
$341K +$1.08K +27 +0.4%
KPWS
391
Kestra Private Wealth Services
Texas
$341K +$35K +875 +16%
Carson Wealth (CWM LLC)
392
Carson Wealth (CWM LLC)
Nebraska
$340K
BC
393
Burney Company
Virginia
$338K -$14.9K -371 -6%
LNC
394
Lincoln National Corp
Pennsylvania
$331K +$249K +6,224 New
ET
395
Equitable Trust
Tennessee
$330K
CW
396
CreativeOne Wealth
Kansas
$330K +$1.96K +49 +0.8%
FP
397
Financial Perspectives
Minnesota
$330K
IA
398
Inspire Advisors
Idaho
$328K +$5.01K +125 +2%
QCG
399
Quadrant Capital Group
Ohio
$328K +$84.4K +2,107 +52%
GSEP
400
Golden State Equity Partners
California
$326K +$246K +6,130 New