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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
401
Avantax Advisory Services
Texas
$221K -$49.7K -1,396 -19%
AG
402
AlTi Global
New York
$220K +$15.8K +445 +8%
AC
403
Aristeia Capital
Connecticut
$217K -$179K -5,026 -46%
GIA
404
Gladstone Institutional Advisory
Florida
$217K +$8.08K +227 +4%
IFPG
405
Intrepid Financial Planning Group
Indiana
$215K
Twin Tree Management
406
Twin Tree Management
Texas
$215K +$206K +5,781 New
BCI
407
Brinker Capital Investments
Pennsylvania
$215K +$205K +5,771 New
OPS
408
Orion Portfolio Solutions
Nebraska
$215K +$205K +5,771 New
OR
409
Olympiad Research
Connecticut
$215K +$205K +5,765 New
Wellington Management Group
410
Wellington Management Group
Massachusetts
$214K -$1.85M -51,927 -90%
MGP
411
Metis Global Partners
California
$213K +$11.1K +312 +6%
BFG
412
Bleakley Financial Group
New Jersey
$212K -$35.4K -993 -15%
SW
413
Simplicity Wealth
New Jersey
$210K -$36.6K -1,027 -15%
HIA
414
Harbor Investment Advisory
Maryland
$210K +$71 +2 +0%
SC
415
Schubert & Co
Texas
$207K
FTDI
416
First Trust Direct Indexing
Massachusetts
$205K +$196K +5,511 New
IAIM
417
International Assets Investment Management
Florida
$205K -$21.5K -605 -10%
EAM
418
Eschler Asset Management
United Kingdom
$202K
MIFH
419
Migdal Insurance & Financial Holdings
Israel
$188K +$180K +5,060 New
S
420
SignatureFD
Georgia
$181K +$3.03K +85 +2%
HCA
421
Harbor Capital Advisors
Illinois
$174K +$71 +2 +0%
LOIM
422
Liberty One Investment Management
Illinois
$170K -$20.4K -572 -11%
O
423
Ossiam
France
$167K +$8.05K +226 +5%
N
424
Natixis
France
$166K -$9.33M -262,087 -98%
PP
425
Paloma Partners
Connecticut
$165K +$143K +4,006 +945%