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Name Holding Trade Value Shares
Change
Change in
Stake
BAS
401
Brown Advisory Securities
Maryland
$960K +$11.5K +215 +1%
Vestmark Advisory Solutions
402
Vestmark Advisory Solutions
Massachusetts
$950K +$323K +6,067 +55%
OPA
403
Old Port Advisors
Maine
$948K -$350K -6,567 -28%
AF
404
Advisornet Financial
Minnesota
$946K +$237K +4,444 +35%
FSC
405
Full Sail Capital
Oklahoma
$945K -$295K -5,532 -25%
MML Investors Services
406
MML Investors Services
Massachusetts
$936K -$19.3K -363 -2%
LFF
407
Level Four Financial
Texas
$936K +$9.59K +180 +1%
DHFB
408
Dixon Hubard Feinour & Brown
Virginia
$932K -$50.6K -950 -5%
Belpointe Asset Management
409
Belpointe Asset Management
Nevada
$928K +$664K +12,471 +296%
Exencial Wealth Advisors
410
Exencial Wealth Advisors
Oklahoma
$925K +$257K +4,829 +41%
Regions Financial Corp
411
Regions Financial Corp
Alabama
$923K +$101K +1,887 +13%
Wedbush Securities
412
Wedbush Securities
California
$915K +$185K +3,466 +27%
UFF
413
USA Financial Formulas
Michigan
$911K +$871K +16,343 +52,719%
SSG
414
Summit Securities Group
New York
$900K +$494K +9,277 +134%
ABTD
415
Arvest Bank Trust Division
Oklahoma
$890K -$171K -3,212 -17%
Jane Street
416
Jane Street
New York
$880K -$2.56M -47,969 -75%
Raymond James Trust
417
Raymond James Trust
Florida
$876K -$20.8K -391 -2%
Cresset Asset Management
418
Cresset Asset Management
Illinois
$875K +$269K +5,057 +47%
Fred Alger Management
419
Fred Alger Management
New York
$868K – – –
BMC
420
Benin Management Corp
Connecticut
$853K +$816K +15,321 New
Dymon Asia Capital (Singapore)
421
Dymon Asia Capital (Singapore)
Singapore
$853K +$817K +15,339 New
PFG
422
PAX Financial Group
Texas
$842K -$2.77K -52 -0.3%
CWM
423
Cornerstone Wealth Management
Missouri
$842K +$47.9K +900 +6%
Castleark Management
424
Castleark Management
Illinois
$839K – – –
CTA
425
Chesley Taft & Associates
Illinois
$839K +$156K +2,925 +24%