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Name Holding Trade Value Shares
Change
Change in
Stake
WA
176
Waverly Advisors
Alabama
$273K -$18.5K -722 -6%
BIG
177
Brooklyn Investment Group
New York
$266K -$4.88K -190 -2%
YCM
178
Yousif Capital Management
Michigan
$266K
AWA
179
Aaron Wealth Advisors
Illinois
$254K +$359 +14 +0.1%
National Bank of Canada
180
National Bank of Canada
Quebec, Canada
$252K +$133K +5,195 +118%
Brown Advisory
181
Brown Advisory
Maryland
$252K -$13.1K -510 -5%
FG
182
Foster Group
Iowa
$250K
SMH
183
Sanders Morris Harris
Texas
$249K +$243K +9,477 New
FWI
184
Facet Wealth Inc
Maryland
$248K
Focus Partners Wealth
185
Focus Partners Wealth
Massachusetts
$243K +$237K +9,229 New
IA
186
IFP Advisors
Florida
$239K -$1.08K -42 -0.5%
Lido Advisors
187
Lido Advisors
California
$238K -$51.8K -2,018 -18%
SSA
188
Schonfeld Strategic Advisors
New York
$238K +$232K +9,051 New
DF
189
Dunhill Financial
United Kingdom
$235K
DWM
190
Dynasty Wealth Management
Florida
$226K +$220K +8,586 New
P
191
&Partners
Tennessee
$225K +$220K +8,592 New
BA
192
Bridgewater Advisors
New York
$224K +$975 +38 +0.5%
Allspring Global Investments
193
Allspring Global Investments
North Carolina
$223K +$215K +8,397 New
AF
194
Allworth Financial
California
$220K +$642 +25 +0.3%
SC
195
Savant Capital
Illinois
$217K +$212K +8,256 New
UCFA
196
United Capital Financial Advisors
Texas
$213K +$208K +8,088 New
B
197
BetterWealth
California
$211K +$206K +8,040 New
WDL
198
Well Done LLC
Michigan
$207K +$202K +7,883 New
PCS
199
Personal CFO Solutions
New Jersey
$204K -$27.2K -1,060 -12%
EI
200
Ellevest Inc
New York
$202K +$197K +7,680 New