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Name Holding Trade Value Shares
Change
Change in
Stake
API
351
Advisor Partners II
California
$238K +$271K +2,285 New
LCWP
352
Legacy Capital Wealth Partners
Arkansas
$235K +$268K +2,253 New
Verition Fund Management
353
Verition Fund Management
Connecticut
$233K -$22.2K -187 -8%
CAM
354
Claret Asset Management
Quebec, Canada
$231K -$2.25M -18,905 -89%
IAA
355
Independent Advisor Alliance
North Carolina
$230K
RWM
356
Ritholtz Wealth Management
New York
$226K +$257K +2,167 New
AWS
357
Atria Wealth Solutions
New York
$224K -$39.3K -331 -13%
LWM
358
Laidlaw Wealth Management
New York
$224K
KeyBank National Association
359
KeyBank National Association
Ohio
$223K +$1.54K +13 +0.6%
SFP
360
Sweet Financial Partners
Minnesota
$223K +$238 +2 +0.1%
TFS
361
Thoroughbred Financial Services
Tennessee
$213K +$41.3K +348 +20%
AAM
362
Advisors Asset Management
Colorado
$211K +$71.6K +603 +42%
SAM
363
Secure Asset Management
Michigan
$210K
ZF
364
Zhang Financial
Michigan
$208K
CG
365
Cutler Group
California
$189K -$39.8K -335 -16%
PAM
366
Paradigm Asset Management
New York
$177K
Allspring Global Investments
367
Allspring Global Investments
North Carolina
$160K -$290K -2,438 -61%
VNA
368
Valley National Advisers
Pennsylvania
$147K
MFG
369
Mendota Financial Group
Wisconsin
$141K
CI Investments Inc
370
CI Investments Inc
Ontario, Canada
$135K +$3.09K +26 +2%
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$116K -$1.78K -15 -1%
IA
372
IFP Advisors
Florida
$112K +$81.1K +683 +173%
SCA
373
Stonebridge Capital Advisors
Minnesota
$109K -$594 -5 -0.5%
SC
374
Stephens Consulting
Michigan
$94.8K
KBC Group
375
KBC Group
Belgium
$89K +$101K +853 New