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Name Holding Trade Value Shares
Change
Change in
Stake
Buckingham Strategic Wealth
651
Buckingham Strategic Wealth
Missouri
$255K +$6.77K +126 +3%
GCM
652
Gibraltar Capital Management
Oklahoma
$255K +$30K +559 +15%
Homrich & Berg
653
Homrich & Berg
Georgia
$254K -$29.2K -544 -11%
Curi RMB Capital
654
Curi RMB Capital
Illinois
$253K – – –
Jump Financial
655
Jump Financial
Illinois
$251K -$167K -3,114 -42%
Park Avenue Securities
656
Park Avenue Securities
New York
$248K +$6.4K +119 +3%
MHR
657
Matthew Hamilton Rosenberg
$248K +$8.38K +156 +4%
Venture Visionary Partners
658
Venture Visionary Partners
Ohio
$246K +$107 +2 +0%
Whittier Trust
659
Whittier Trust
California
$245K – – –
SIM
660
Sentry Investment Management
Wisconsin
$244K -$33.1K -616 -13%
FC
661
Ferris Capital
Massachusetts
$242K +$205K +3,813 New
IF
662
Intrua Financial
Texas
$240K +$198K +3,684 New
IAS
663
Investment Advisory Services
Texas
$238K +$220K +4,100 New
BC
664
Bridgefront Capital
Texas
$238K +$221K +4,103 New
NewEdge Wealth
665
NewEdge Wealth
Pennsylvania
$236K -$1.83K -34 -0.8%
CT
666
Chicago Trust
Illinois
$236K – – –
SignatureFD
667
SignatureFD
Georgia
$235K +$537 +10 +0.2%
TWP
668
Tower Wealth Partners
Pennsylvania
$235K +$2.58K +48 +1%
RWA
669
Ropes Wealth Advisors
Massachusetts
$234K +$3.01K +56 +1%
Washington Trust
670
Washington Trust
Rhode Island
$232K – – –
GP
671
Geneva Partners
Wisconsin
$232K +$215K +4,000 New
PWMG
672
Prestige Wealth Management Group
New Jersey
$231K +$50.4K +937 +31%
RIA
673
Regal Investment Advisors
Michigan
$231K +$214K +3,981 New
Simplicity Solutions
674
Simplicity Solutions
Minnesota
$230K +$213K +3,964 New
AssetMark Inc
675
AssetMark Inc
California
$229K -$9.78K -182 -4%