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Name Holding Trade Value Shares
Change
Change in
Stake
SPC
351
Sigma Planning Corp
Michigan
$353K -$29.7K -718 -7%
AWA
352
Aaron Wealth Advisors
Illinois
$352K +$407K +9,835 New
QT
353
Quantamental Technologies
New York
$345K -$310K -7,495 -44%
OPS
354
Orion Portfolio Solutions
Nebraska
$342K +$36.5K +883 +10%
WPW
355
Waldron Private Wealth
Pennsylvania
$329K +$50K +1,209 +15%
GA
356
Gateway Advisory
New Jersey
$329K +$380K +9,177 New
MA
357
Mutual Advisors
Nebraska
$322K -$8.23K -199 -2%
UCB
358
United Community Bank
South Carolina
$320K +$23.8K +575 +7%
WEG
359
World Equity Group
Illinois
$317K -$3.14K -76 -0.9%
SLAM
360
Swiss Life Asset Management
$313K -$22.1K -534 -6%
BFG
361
Beacon Financial Group
Texas
$313K -$32.4K -783 -8%
AWM
362
Axxcess Wealth Management
California
$308K -$243K -5,867 -41%
GIA
363
Gladstone Institutional Advisory
Florida
$306K -$16.3K -395 -4%
Janney Montgomery Scott
364
Janney Montgomery Scott
Pennsylvania
$298K -$342K -8,266 -50%
VI
365
Vestcor Inc
New Brunswick, Canada
$297K +$4.92K +119 +1%
B
366
Bellecapital
Switzerland
$295K
GAG
367
GM Advisory Group
New York
$294K -$2.44K -59 -0.7%
IP
368
Intellectus Partners
California
$292K +$1.82K +44 +0.5%
FIA
369
Foundations Investment Advisors
Arizona
$286K -$1.75M -42,204 -84%
MOS
370
MGO One Seven
Ohio
$285K +$232K +5,598 New
FFA
371
First Foundation Advisors
California
$282K -$221K -5,338 -40%
FAIM
372
Financial Advocates Investment Management
Washington
$281K +$262K +6,327 New
FA
373
FDx Advisors
Illinois
$281K +$324K +7,831 New
XT
374
XTX Topco
Cayman Islands
$280K +$323K +7,816 New
SPIA
375
Steward Partners Investment Advisory
New York
$271K +$61.6K +1,490 +25%