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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
301
Portside Wealth Group
Utah
$953K +$628K +48,828 +213%
UBS AM
302
UBS AM
Illinois
$943K – – –
PCM
303
Pavaki Capital Management
Colorado
$930K – – –
PFS
304
Prospera Financial Services
Texas
$923K -$279K -21,644 -24%
KC
305
Katamaran Capital
United Kingdom
$922K +$894K +69,448 New
GWCM
306
Godshalk Welsh Capital Management
Pennsylvania
$922K – – –
CGIM
307
Capital Group Investment Management
Singapore
$920K +$891K +69,247 New
AIM
308
Aigen Investment Management
New York
$917K +$690K +53,574 +347%
JFG
309
Jefferies Financial Group
New York
$913K -$12.3M -955,466 -93%
SAM
310
Smartleaf Asset Management
Massachusetts
$881K – – –
PA
311
Profund Advisors
Maryland
$856K -$136K -10,574 -14%
TH
312
TCTC Holdings
Texas
$810K – – –
AFP
313
Ausdal Financial Partners
Iowa
$808K +$280K +21,782 +56%
SCM
314
Sandler Capital Management
New York
$802K -$1.55M -120,056 -67%
RWM
315
Ritholtz Wealth Management
New York
$795K +$9.01K +700 +1%
UCFA
316
United Capital Financial Advisors
Texas
$793K +$47.3K +3,674 +7%
M&T Bank
317
M&T Bank
New York
$768K -$96.8K -7,523 -12%
MC
318
Moors & Cabot
Massachusetts
$767K -$156K -12,129 -17%
BMCM
319
Burns Matteson Capital Management
New York
$765K +$741K +57,601 New
TWC
320
TD Waterhouse Canada
Ontario, Canada
$760K -$599K -46,503 -44%
CWM
321
Cordatus Wealth Management
Pennsylvania
$752K -$432K -33,559 -37%
LFG
322
Larson Financial Group
Missouri
$746K +$679K +52,735 +1,546%
KAS
323
Kestra Advisory Services
Texas
$745K +$257K +19,996 +55%
CFM
324
Capricorn Fund Managers
United Kingdom
$740K +$717K +55,702 New
AF
325
Allworth Financial
California
$736K +$301K +23,365 +73%