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Name Holding Trade Value Shares
Change
Change in
Stake
GM
101
GeoWealth Management
Illinois
$657K +$134K +5,985 +27%
PAS
102
Park Avenue Securities
New York
$650K -$219K -9,765 -26%
GWMR
103
GC Wealth Management RIA
Massachusetts
$638K +$102K +4,553 +20%
QCG
104
Quadrant Capital Group
Ohio
$618K -$120K -5,343 -17%
CIA
105
Concurrent Investment Advisors
Florida
$615K +$287K +12,789 +92%
HI
106
Harrington Investments
California
$606K -$1.97K -88 -0.3%
S
107
SignatureFD
Georgia
$605K -$52.1K -2,325 -8%
RCA
108
Riverview Capital Advisers
Massachusetts
$593K
HT
109
Headlands Technologies
Illinois
$589K -$75.9K -3,386 -12%
CFO
110
Callan Family Office
Pennsylvania
$582K +$342K +15,251 +154%
TAM
111
Todd Asset Management
Kentucky
$579K +$97.5K +4,353 +21%
SA
112
Sanctuary Advisors
Indiana
$555K -$138K -6,149 -20%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$552K +$43.6K +1,944 +9%
AQR Capital Management
114
AQR Capital Management
Connecticut
$532K +$104K +4,619 +25%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$531K -$93.5K -4,173 -15%
NS
116
NBC Securities
Alabama
$518K +$179K +7,994 +55%
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$514K +$28.2K +1,260 +6%
Pzena Investment Management
118
Pzena Investment Management
New York
$503K +$107K +4,773 +28%
ET
119
Entropy Technologies
New York
$494K +$479K +21,367 New
AI
120
Atria Investments
North Carolina
$492K +$21.2K +945 +5%
RP
121
Riverwater Partners
Wisconsin
$484K -$45 -2 -0%
CI
122
Corient IA
Florida
$480K -$19.7K -877 -4%
BP
123
Ballentine Partners
Massachusetts
$476K +$259K +11,577 +129%
Citigroup
124
Citigroup
New York
$463K -$156K -6,974 -26%
AIM
125
Aigen Investment Management
New York
$451K +$437K +19,505 New