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Name Holding Trade Value Shares
Change
Change in
Stake
JF
501
Jump Financial
Illinois
$901K -$1.2M -11,669 -59%
PSP
502
Pacific Sage Partners
Washington
$900K -$305K -2,976 -27%
FPAS
503
Focus Partners Advisor Solutions
Missouri
$899K -$203K -1,983 -19%
MCM
504
MAI Capital Management
Ohio
$899K +$615 +6 +0.1%
I
505
InceptionR
California
$892K -$665K -6,488 -44%
PL
506
Perpetual Ltd
Australia
$892K
EHWM
507
Eads & Heald Wealth Management
Georgia
$888K -$22K -215 -3%
TG
508
TCW Group
California
$886K +$829K +8,091 New
BIG
509
Brooklyn Investment Group
New York
$878K +$244K +2,379 +43%
ODA
510
One Degree Advisors
California
$875K
CT
511
Chicago Trust
Illinois
$872K +$122K +1,195 +18%
FIM
512
Fruth Investment Management
Texas
$867K
Balyasny Asset Management
513
Balyasny Asset Management
Illinois
$861K +$805K +7,860 New
HH
514
Hilltop Holdings
Texas
$857K -$346K -3,373 -30%
HAG
515
HighPoint Advisor Group
Illinois
$856K +$2.66K +26 +0.3%
IWP
516
Insight Wealth Partners
Texas
$854K +$1.23K +12 +0.2%
PS
517
Principal Securities
Iowa
$848K -$66.3K -647 -8%
SWP
518
Sagespring Wealth Partners
Tennessee
$847K -$6.56K -64 -0.8%
RF
519
Robinswood Financial
Washington
$847K
KPWS
520
Kestra Private Wealth Services
Texas
$845K +$791K +7,715 New
TE
521
Tema ETFs
New York
$840K -$2.05K -20 -0.3%
S
522
SignatureFD
Georgia
$836K +$97.2K +948 +14%
FNBOMD
523
First National Bank of Mount Dora
Florida
$834K -$134K -1,312 -15%
RIG
524
RiverFront Investment Group
Virginia
$832K
JCM
525
Jacobi Capital Management
Pennsylvania
$830K +$20.6K +201 +3%