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Name Holding Trade Value Shares
Change
Change in
Stake
AV
576
Alamea Verwaltungs
New Jersey
$331K
LWAM
577
Legacy Wealth Asset Management
Minnesota
$328K +$278K +9,146 New
BS
578
Banco Santander
Spain
$323K
CA
579
Cache Advisors
California
$323K
RP
580
Regal Partners
Australia
$323K +$273K +9,000 New
CFG
581
Citizens Financial Group
Rhode Island
$320K +$8.07K +266 +3%
HWM
582
HB Wealth Management
Georgia
$320K -$151K -4,984 -36%
EI
583
Ellevest Inc
New York
$319K -$6.65K -219 -2%
VSQM
584
V-Square Quantitative Management
Illinois
$318K +$215K +7,075 +396%
RA
585
Resolute Advisors
California
$318K
LBWM
586
Left Brain Wealth Management
Illinois
$317K -$44K -1,450 -14%
S
587
SignatureFD
Georgia
$314K -$31.5K -1,038 -11%
SC
588
Sepio Capital
Utah
$314K -$1.49K -49 -0.6%
WEG
589
World Equity Group
Illinois
$313K +$3.13K +103 +1%
IB
590
Intrust Bank
Kansas
$302K +$256K +8,421 New
SFI
591
Siemens Fonds Invest
Germany
$295K +$41.7K +1,373 +20%
JWCA
592
J.W. Cole Advisors
Florida
$295K +$44.8K +1,477 +22%
DS
593
DRW Securities
Illinois
$294K +$249K +8,197 New
MG
594
Marex Group
$294K -$55K -1,814 -18%
RFN
595
Redwood Financial Network
Ohio
$291K -$2.06K -68 -0.8%
CWA
596
Clarity Wealth Advisors
California
$289K
AWS
597
Atria Wealth Solutions
New York
$289K +$245K +8,069 New
TBT
598
Texas Bank & Trust
Texas
$287K
CFO
599
Callan Family Office
Pennsylvania
$284K +$240K +7,922 New
SFG
600
Synergy Financial Group
California
$284K -$13.9K -459 -5%