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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
476
StoneX Group
New York
$340K +$13.1K +232 +5%
BG
477
Bollard Group
Massachusetts
$335K – – –
FTDI
478
First Trust Direct Indexing
Massachusetts
$334K +$4.31K +76 +2%
S
479
SignatureFD
Georgia
$333K +$22.8K +403 +9%
CICI
480
Capital Investment Counsel Inc
North Carolina
$333K +$278K +4,900 New
PFA
481
Pathway Financial Advisors
Vermont
$333K +$320K +5,649 New
PAS
482
Park Avenue Securities
New York
$332K +$9.86K +174 +4%
OLA
483
Oliver Luxxe Assets
New Jersey
$330K +$2.1K +37 +0.8%
GC
484
Grimes & Company
Massachusetts
$330K +$13K +229 +5%
AGP
485
Autumn Glory Partners
Texas
$324K +$270K +4,768 New
UCB
486
United Community Bank
South Carolina
$315K +$263K +4,640 New
FP
487
Foundry Partners
Minnesota
$313K -$1.76K -31 -0.7%
MWM
488
Modera Wealth Management
New Jersey
$313K +$261K +4,607 New
ETC
489
Exchange Traded Concepts
Oklahoma
$310K +$23.1K +408 +10%
NG
490
Northstar Group
New York
$309K – – –
HSA
491
HBK Sorce Advisory
Pennsylvania
$307K -$3.23K -57 -1%
TSS
492
Two Sigma Securities
New York
$300K +$250K +4,414 New
XT
493
XTX Topco
Cayman Islands
$299K -$610K -10,770 -71%
CLOS
494
Compagnie Lombard Odier SCmA
Switzerland
$299K -$45.3K -800 -15%
LSA
495
Leonteq Securities AG
Switzerland
$298K +$14.6K +258 +6%
AO
496
Advisor OS
Illinois
$296K +$247K +4,358 New
VAS
497
Vestmark Advisory Solutions
Massachusetts
$293K -$27.1K -478 -10%
KPWS
498
Kestra Private Wealth Services
Texas
$287K -$13.2K -233 -5%
SRSA
499
S.R. Schill & Associates
Washington
$284K -$186K -3,284 -44%
PGWM
500
Parisi Gray Wealth Management
New Jersey
$284K -$28.4K -502 -11%
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