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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
526
MAI Capital Management
Ohio
$97K +$95.4K +1,231 New
GM
527
GeoWealth Management
Illinois
$79.7K +$31.7K +409 +68%
PPA
528
Pilgrim Partners Asia
Singapore
$77.2K +$76K +980 New
AAM
529
Advisors Asset Management
Colorado
$75.1K -$9.07K -117 -11%
SVCP
530
Silicon Valley Capital Partners
California
$74.6K
JFGIW
531
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72.6K +$59.8K +771 New
VWM
532
Venturi Wealth Management
Texas
$70.4K -$17.2K -222 -20%
IA
533
IFP Advisors
Florida
$64.6K +$2.71K +35 +4%
NIMI
534
Natixis Investment Managers International
France
$63.2K
FIA
535
FNY Investment Advisers
New York
$59K -$58.1K -750 -50%
CAS
536
Coppell Advisory Solutions
Texas
$58.9K -$8.37K -108 -13%
SAM
537
Smartleaf Asset Management
Massachusetts
$58.3K +$16.3K +210 +40%
BIG
538
Brooklyn Investment Group
New York
$53K -$3.49K -45 -6%
Kayne Anderson Rudnick Investment Management
539
Kayne Anderson Rudnick Investment Management
California
$51.8K
Fifth Third Bancorp
540
Fifth Third Bancorp
Ohio
$50.7K -$8.91K -115 -15%
QCG
541
Quadrant Capital Group
Ohio
$49.6K -$11.2K -144 -19%
FFA
542
Farther Finance Advisors
California
$45.8K -$1.63K -21 -3%
NA
543
NewEdge Advisors
Louisiana
$45.7K -$261K -3,364 -85%
TWD
544
True Wealth Design
Ohio
$45.5K +$31.5K +406 +237%
FHA
545
First Horizon Advisors
Tennessee
$44.9K +$1.24K +16 +3%
MA
546
Modus Advisors
Minnesota
$44.4K +$43.6K +563 New
WWA
547
Wingate Wealth Advisors
Massachusetts
$44.1K +$43.4K +560 New
LIS
548
Legacy Investment Solutions
Idaho
$43.7K +$3.33K +43 +11%
LWMI
549
Legacy Wealth Management (Idaho)
Idaho
$43.7K +$3.33K +43 +11%
BBHC
550
Brown Brothers Harriman & Co
New York
$43.2K +$42.5K +548 New