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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
426
Arete Wealth Advisors
Illinois
$301K +$23.8K +148 +7%
Wolverine Trading
427
Wolverine Trading
Illinois
$298K +$42.1K +262 +14%
FFM
428
Forum Financial Management
Illinois
$292K +$321 +2 +0.1%
UCFA
429
United Capital Financial Advisors
Texas
$289K +$7.39K +46 +2%
WWM
430
Whalen Wealth Management
Nevada
$289K +$328K +2,042 New
CF
431
Corebridge Financial
Texas
$287K -$12.5K -78 -4%
MCM
432
MAI Capital Management
Ohio
$286K -$22.7K -141 -7%
RSS
433
Rosenblum Silverman Sutton
California
$283K – – –
WB
434
WesBanco Bank
West Virginia
$283K – – –
CI
435
Corient IA
Florida
$283K +$321K +2,000 New
KRW
436
Kaufman Rossin Wealth
Florida
$282K +$321K +1,995 New
OAM
437
Ostrum Asset Management
France
$279K -$19.6K -122 -6%
PP
438
Prudential plc
United Kingdom
$276K +$313K +1,950 New
AFG
439
Atomi Financial Group
New York
$271K +$12.5K +78 +4%
IFWM
440
Institute for Wealth Management
Colorado
$264K +$300K +1,864 New
SC
441
Syon Capital
California
$263K -$110K -687 -27%
AB
442
ANB Bank
Colorado
$261K +$6.43K +40 +2%
Vontobel Holding
443
Vontobel Holding
Switzerland
$261K -$38.6K -240 -12%
BAAM
444
Baker Avenue Asset Management
California
$257K +$161 +1 +0.1%
DAS
445
Diversify Advisory Services
Utah
$254K +$263K +1,638 New
GA
446
Goldstein Advisors
Wisconsin
$254K -$29.1K -181 -9%
GF
447
Gries Financial
Ohio
$253K -$2.57K -16 -0.9%
CL
448
Choreo LLC
Illinois
$252K -$33K -205 -10%
PAG
449
Poinciana Advisors Group
Florida
$249K – – –
CPA
450
Capital Performance Advisors
California
$246K +$13.2K +82 +5%