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Name Holding Trade Value Shares
Change
Change in
Stake
BS
626
Banco Santander
Spain
$213K -$99.9K -6,253 -32%
PE
627
PCM Encore
Colorado
$213K +$211K +13,241 New
CW
628
CreativeOne Wealth
Kansas
$212K -$51.7K -3,240 -20%
CNBT
629
Canandaigua National Bank & Trust
New York
$210K -$468K -29,331 -69%
William Blair & Company
630
William Blair & Company
Illinois
$208K +$45K +2,816 +28%
FCG
631
Fielder Capital Group
Tennessee
$208K +$207K +12,953 New
AGM
632
Alpine Global Management
New York
$203K +$202K +12,621 New
WSA
633
Wealth Science Advisors
Georgia
$202K +$201K +12,557 New
S
634
SignatureFD
Georgia
$201K +$16.7K +1,044 +9%
WANY
635
Wealthspire Advisors (New York)
New York
$201K +$158K +9,901 +377%
SW
636
Simplicity Wealth
New Jersey
$199K +$198K +12,379 New
AIM
637
Athena Investment Management
California
$198K – – –
SCM
638
Shelton Capital Management
Colorado
$195K – – –
WIA
639
World Investment Advisors
California
$194K -$5.77K -361 -3%
HWM
640
HBE Wealth Management
Nebraska
$191K +$190K +11,869 New
AWM
641
Apollon Wealth Management
South Carolina
$191K +$189K +11,855 New
NCM
642
Northside Capital Management
Oregon
$190K – – –
CCWM
643
Cassaday & Co Wealth Management
Virginia
$189K – – –
OIAM
644
OFI Invest Asset Management
France
$187K -$342K -21,387 -61%
QT
645
Quantbot Technologies
New York
$186K +$185K +11,583 New
FMI
646
Frec Markets Inc
California
$186K +$185K +11,578 New
KPWS
647
Kestra Private Wealth Services
Texas
$184K -$46.7K -2,925 -20%
WC
648
Waterloo Capital
Texas
$184K +$183K +11,427 New
CSW
649
Cogent Strategic Wealth
Illinois
$179K +$192K +12,000 New
FWP
650
Falcon Wealth Planning
California
$179K +$178K +11,140 New