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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
151
Avantax Advisory Services
Texas
$293K +$62K +2,399 +24%
KPWS
152
Kestra Private Wealth Services
Texas
$291K +$321K +12,411 New
NWAG
153
Net Worth Advisory Group
Utah
$291K -$15.9K -617 -5%
XC
154
XY Capital
Hong Kong
$290K +$320K +12,392 New
DWT
155
Dorsey & Whitney Trust
South Dakota
$289K +$11.9K +462 +4%
DCM
156
DGS Capital Management
New Jersey
$278K +$9.56K +370 +3%
GI
157
GAMMA Investing
California
$278K +$18.1K +700 +6%
FAFN
158
First Affirmative Financial Network
Colorado
$277K +$17.1K +660 +6%
Franklin Resources
159
Franklin Resources
California
$275K -$20.6K -798 -6%
KP
160
Kitching Partners
Pennsylvania
$274K
AQR Capital Management
161
AQR Capital Management
Connecticut
$268K +$76.5K +2,961 +35%
Brown Advisory
162
Brown Advisory
Maryland
$265K -$56.2K -2,174 -16%
PWPS
163
Pinnacle Wealth Planning Services
Ohio
$263K +$9.46K +366 +3%
EI
164
Ellevest Inc
New York
$256K -$22.8K -882 -7%
FWI
165
Facet Wealth Inc
Maryland
$247K -$388 -15 -0.2%
QI
166
Qtron Investments
Massachusetts
$246K
AWM
167
Apollon Wealth Management
South Carolina
$245K -$57.6K -2,229 -18%
CTC
168
Cetera Trust Company
Minnesota
$243K -$26.2K -1,015 -9%
QCG
169
Quadrant Capital Group
Ohio
$243K -$25.2K -977 -9%
MC
170
Moors & Cabot
Massachusetts
$240K -$65.7K -2,542 -20%
WDL
171
Well Done LLC
Michigan
$239K
Twin Tree Management
172
Twin Tree Management
Texas
$238K +$263K +10,172 New
NAS
173
Nicolet Advisory Services
Wisconsin
$236K -$672 -26 -0.3%
Jones Financial Companies
174
Jones Financial Companies
Missouri
$234K +$39.8K +1,541 +18%
AWA
175
Aaron Wealth Advisors
Illinois
$233K +$41.4K +1,603 +19%