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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
626
Realta Investment Advisors
Delaware
$288K +$271K +3,446 New
BC
627
Bridgefront Capital
Texas
$287K +$270K +3,438 New
IAS
628
Insigneo Advisory Services
Florida
$284K +$34.6K +440 +15%
LNC
629
Lincoln National Corp
Pennsylvania
$283K -$28.9K -368 -10%
PA
630
Parallel Advisors
California
$282K -$29.5K -375 -10%
MG
631
Mather Group
Illinois
$281K -$32.1K -409 -11%
GGA
632
Granite Group Advisors
Connecticut
$279K +$269K +3,422 New
KWM
633
Kingsview Wealth Management
Oregon
$278K +$262K +3,333 New
GRP
634
Global Retirement Partners
California
$278K -$236K -3,006 -44%
LSAG
635
Lake Street Advisors Group
New Hampshire
$273K +$257K +3,267 New
AA
636
ALPS Advisors
Colorado
$273K -$14.5K -185 -5%
SG
637
StoneX Group
New York
$272K +$17.8K +226 +7%
VFA
638
Valeo Financial Advisors
Indiana
$272K +$25.6K +326 +11%
PVH
639
Psagot Value Holdings
Israel
$271K +$1.96K +25 +0.8%
RFM
640
Royal Fund Management
Florida
$267K +$39.3K +500 +19%
JIP
641
Jaffetilchin Investment Partners
Florida
$267K +$251K +3,195 New
P
642
Pitcairn
Pennsylvania
$262K -$23.3K -296 -9%
BCM
643
BluePath Capital Management
Georgia
$259K -$164K -2,081 -38%
AWA
644
Arkadios Wealth Advisors
Georgia
$259K -$83.5K -1,063 -26%
MG
645
Marex Group
$257K +$242K +3,078 New
SCA
646
STALEY CAPITAL ADVISERS
Pennsylvania
$256K – – –
BDFN
647
Bond & Devick Financial Network
Minnesota
$256K -$7.86K -100 -3%
JPWM
648
Jamison Private Wealth Management
Georgia
$254K -$7.86K -100 -3%
PE
649
Point72 Europe
United Kingdom
$254K -$2.82M -35,933 -92%
PIM
650
Penobscot Investment Management
Massachusetts
$253K -$63.6K -810 -21%