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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
501
Mindset Wealth Management
Indiana
$195K +$7.09K +381 +3%
FSA
502
Fort Sheridan Advisors
Illinois
$194K +$209K +11,250 New
Vident Advisory
503
Vident Advisory
Georgia
$194K -$11.7K -626 -5%
PCS
504
Personal CFO Solutions
New Jersey
$189K +$203K +10,921 New
D.A. Davidson & Co
505
D.A. Davidson & Co
Montana
$188K +$203K +10,900 New
IA
506
Inspire Advisors
Idaho
$188K +$203K +10,891 New
LWAM
507
Legacy Wealth Asset Management
Minnesota
$187K – – –
First National Trust
508
First National Trust
Pennsylvania
$186K +$201K +10,782 New
Belpointe Asset Management
509
Belpointe Asset Management
Nevada
$186K +$200K +10,772 New
PFGIA
510
Patriot Financial Group Insurance Agency
Massachusetts
$186K +$200K +10,755 New
SG
511
StoneX Group
New York
$185K +$199K +10,717 New
HFS
512
Howard Financial Services
Texas
$185K +$199K +10,678 New
Principal Financial Group
513
Principal Financial Group
Iowa
$179K -$2.55M -136,809 -93%
GCM
514
Gables Capital Management
Florida
$173K +$186K +10,000 New
ASA
515
Axxion S.A.
Luxembourg
$165K +$177K +9,534 New
FHC
516
First Horizon Corporation
Tennessee
$163K -$13K -699 -7%
Quantbot Technologies
517
Quantbot Technologies
New York
$127K -$913K -49,048 -87%
WA
518
WPG Advisers
Maryland
$126K -$37 -2 -0%
SA
519
SRH Advisors
Kansas
$114K +$104K +5,580 +544%
AIC
520
Archer Investment Corporation
Indiana
$98.5K +$3.72K +200 +4%
Parallel Advisors
521
Parallel Advisors
California
$94K -$9.97K -536 -9%
PAP
522
Persistent Asset Partners
Hong Kong
$93.5K +$101K +5,411 New
NL
523
NVWM LLC
Pennsylvania
$86.4K – – –
Compagnie Lombard Odier SCmA
524
Compagnie Lombard Odier SCmA
Switzerland
$76K – – –
AA
525
AlphaCentric Advisors
Puerto Rico
$72.9K +$3.65K +196 +5%