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Name Holding Trade Value Shares
Change
Change in
Stake
NRS
426
Neville Rodie & Shaw
New York
$513K
ASN
427
Advisory Services Network
Georgia
$512K -$66.9K -1,296 -12%
BFA
428
Beacon Financial Advisory
Ohio
$510K -$5.17K -100 -1%
SW
429
SVB Wealth
Massachusetts
$510K +$122K +2,353 +33%
AWE
430
Avidian Wealth Enterprises
Texas
$509K +$4.03K +78 +0.8%
Carson Wealth (CWM LLC)
431
Carson Wealth (CWM LLC)
Nebraska
$503K
AC
432
Allstate Corporation
Illinois
$494K
RIA
433
Regal Investment Advisors
Michigan
$494K +$479K +9,279 New
AWM
434
AE Wealth Management
Kansas
$493K -$148K -2,862 -24%
LWAC
435
Laurel Wealth Advisors (California)
California
$491K +$7.33K +142 +2%
OAM
436
Optimal Asset Management
California
$485K -$103 -2 -0%
RJT
437
Raymond James Trust
Florida
$483K +$11.2K +217 +2%
Fidelity International
438
Fidelity International
Bermuda
$475K -$5.06K -98 -1%
KRSITF
439
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$467K +$45.1K +873 +11%
NFG
440
Next Financial Group
Texas
$466K -$187K -3,624 -29%
JF
441
Jump Financial
Illinois
$459K +$190K +3,681 +74%
KA
442
Kintegral Advisory
New York
$446K
IAA
443
Independent Advisor Alliance
North Carolina
$444K +$431K +8,343 New
HSA
444
HBK Sorce Advisory
Pennsylvania
$443K +$430K +8,331 New
QI
445
QS Investors
New York
$439K
SFI
446
SPC Financial Inc
Maryland
$437K +$12.4K +240 +3%
BC
447
Bridgefront Capital
Texas
$430K +$418K +8,089 New
Verition Fund Management
448
Verition Fund Management
Connecticut
$424K +$411K +7,966 New
TSS
449
Two Sigma Securities
New York
$423K +$411K +7,952 New
TCM
450
Twin Capital Management
Pennsylvania
$421K -$19.6K -380 -5%