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Name Holding Trade Value Shares
Change
Change in
Stake
MG
126
Mather Group
Illinois
$1.77K +$1.94K +36 New
IA
127
IFP Advisors
Florida
$1.57K
W
128
WealthCollab
Washington
$1.48K
GEA
129
Glen Eagle Advisors
New Jersey
$1.48K
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$1.23K
PS
131
Principal Securities
Iowa
$1.18K +$162 +3 +14%
RWM
132
Raffa Wealth Management
District of Columbia
$1.13K
WPWM
133
Western Pacific Wealth Management
Illinois
$1.03K
Russell Investments Group
134
Russell Investments Group
United Kingdom
$1.03K +$54 +1 +5%
BL
135
BFSG LLC
California
$985
AWM
136
Abound Wealth Management
Tennessee
$739
SAM
137
Smartleaf Asset Management
Massachusetts
$493
LFG
138
Larson Financial Group
Missouri
$246 +$270 +5 New
RA
139
Rise Advisors
New York
$170
BMC
140
Bear Mountain Capital
Washington
$154 +$162 +3 New
OCM
141
Ovata Capital Management
Hong Kong
-$4.61M -95,000 Closed
HSBC Holdings
142
HSBC Holdings
United Kingdom
-$3.13M -60,293 Closed
GHAM
143
Gilman Hill Asset Management
Connecticut
-$1.01M -20,917 Closed
Victory Capital Management
144
Victory Capital Management
Texas
-$786K -16,206 Closed
CGH
145
Crossmark Global Holdings
Texas
-$430K -8,873 Closed
D.E. Shaw & Co
146
D.E. Shaw & Co
New York
-$375K -7,728 Closed
XT
147
XTX Topco
Cayman Islands
-$306K -6,311 Closed
CI
148
Corient IA
Florida
-$242K -5,000 Closed
QCM
149
QRG Capital Management
Illinois
-$219K -4,514 Closed
JIC
150
Johnson Investment Counsel
Ohio
-$204K -4,200 Closed