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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
351
Atria Wealth Solutions
New York
$685K +$89K +965 +17%
CWM
352
CIBC World Markets
New York
$677K +$194K +2,104 +48%
BC
353
Bridgefront Capital
Texas
$663K +$584K +6,333 New
PTC
354
Petrus Trust Company
Texas
$662K +$338K +3,662 +137%
P8IP
355
Pier 88 Investment Partners
California
$658K +$199K +2,160 +52%
XT
356
XTX Topco
Cayman Islands
$651K +$350K +3,792 +156%
HF
357
HRT Financial
New York
$648K +$571K +6,195 New
RWM
358
Rockline Wealth Management
New York
$647K +$105K +1,136 +22%
GLA
359
Great Lakes Advisors
Illinois
$646K +$1.66K +18 +0.3%
LNWWM
360
Laird Norton Wetherby Wealth Management
California
$644K +$4.24K +46 +0.8%
IAA
361
Independent Advisor Alliance
North Carolina
$637K +$37.3K +404 +7%
PIM
362
Plato Investment Management
Australia
$632K +$477K +5,172 +594%
SFG
363
Synergy Financial Group
California
$632K +$12.3K +133 +2%
SCP
364
Sender Company & Partners
New York
$631K +$557K +6,036 New
PNC Financial Services Group
365
PNC Financial Services Group
Pennsylvania
$628K -$154K -1,668 -22%
ASN
366
Advisory Services Network
Georgia
$624K +$5.72K +62 +1%
Capstone Investment Advisors
367
Capstone Investment Advisors
New York
$621K +$47.6K +516 +10%
MOACM
368
Mutual of America Capital Management
New York
$604K
CC
369
Corton Capital
Ontario, Canada
$600K -$35.1K -381 -6%
Comerica Bank
370
Comerica Bank
Texas
$593K -$7.77M -84,196 -94%
Aviva
371
Aviva
United Kingdom
$589K -$1.2K -13 -0.2%
RK
372
Rather & Kittrell
Tennessee
$589K
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$585K -$5.81K -63 -1%
VI
374
Versor Investments
New York
$580K -$22.2K -241 -4%
BZWA
375
Blue Zone Wealth Advisors
California
$568K +$26.8K +291 +6%