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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
526
EverSource Wealth Advisors
Alabama
$472K +$191K +6,298 +92%
AF
527
Allworth Financial
California
$464K +$148K +4,861 +60%
SMAM
528
Sugar Maple Asset Management
Wisconsin
$444K +$376K +12,375 New
KAS
529
Kestra Advisory Services
Texas
$442K +$374K +12,330 New
RCA
530
Resonant Capital Advisors
Wisconsin
$442K +$16.1K +531 +5%
KPWS
531
Kestra Private Wealth Services
Texas
$439K +$78K +2,571 +27%
WWM
532
Western Wealth Management
Colorado
$438K +$371K +12,220 New
HCA
533
Harbor Capital Advisors
Illinois
$435K +$3.79K +125 +1%
BP
534
Ballentine Partners
Massachusetts
$433K -$15.7K -518 -4%
PWG
535
Portside Wealth Group
Utah
$430K +$364K +11,995 New
OCM
536
Orion Capital Management
California
$423K +$137K +4,500 +62%
EFG
537
Ethos Financial Group
Pennsylvania
$418K -$4.55K -150 -1%
OC
538
Oppenheimer & Co
New York
$417K +$42.2K +1,392 +14%
SFA
539
Sequoia Financial Advisors
Ohio
$415K +$121K +3,997 +53%
VT
540
Vise Technologies
New York
$410K +$347K +11,437 New
SPIA
541
Steward Partners Investment Advisory
New York
$406K -$76.2K -2,510 -18%
WorldQuant Millennium Advisors
542
WorldQuant Millennium Advisors
New York
$404K -$55.5M -1,828,226 -99%
LFM
543
LGT Fund Management
Liechtenstein
$401K +$340K +11,191 New
DWT
544
Dorsey & Whitney Trust
South Dakota
$401K +$47K +1,549 +16%
PAS
545
Park Avenue Securities
New York
$396K +$335K +11,042 New
AFG
546
Atomi Financial Group
New York
$394K +$47.3K +1,557 +17%
CW
547
CreativeOne Wealth
Kansas
$393K +$69.8K +2,300 +27%
FAIM
548
Financial Advocates Investment Management
Washington
$392K -$15.3K -505 -4%
RI
549
Ridgewood Investments
New Jersey
$392K -$68.9K -2,271 -17%
GL
550
Graypoint LLC
New York
$391K -$57.1K -1,883 -15%