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Name Holding Trade Value Shares
Change
Change in
Stake
SW
401
SteelPeak Wealth
California
$302K -$174K -4,168 -38%
SPC
402
Sigma Planning Corp
Michigan
$302K +$17.5K +420 +7%
LNWWM
403
Laird Norton Wetherby Wealth Management
California
$301K -$501 -12 -0.2%
IPW
404
Impact Partnership Wealth
Georgia
$298K +$10.2K +245 +4%
OCBCO
405
Oversea-Chinese Banking Corp (OCBC)
Singapore
$297K
OC
406
Oppenheimer & Co
New York
$296K +$13.4K +321 +5%
PP
407
Paloma Partners
Connecticut
$294K +$92.7K +2,222 +50%
SGAM
408
Smith Group Asset Management
Texas
$294K +$277K +6,640 New
P
409
Pitcairn
Pennsylvania
$289K +$272K +6,524 New
AAS
410
Avantax Advisory Services
Texas
$288K +$23.4K +562 +9%
GS
411
Gagnon Securities
New York
$287K +$876 +21 +0.3%
YCM
412
Yousif Capital Management
Michigan
$284K +$3.96K +95 +2%
MYAM
413
Meiji Yasuda Asset Management
Japan
$284K +$16.3K +390 +6%
IWC
414
Integrated Wealth Concepts
Massachusetts
$283K +$3.88K +93 +1%
William Blair & Company
415
William Blair & Company
Illinois
$281K -$2.17K -52 -0.8%
P
416
&Partners
Tennessee
$280K +$26.7K +641 +11%
MA
417
Mutual Advisors
Nebraska
$280K +$9.47K +227 +4%
FTDI
418
First Trust Direct Indexing
Massachusetts
$275K +$29.5K +708 +13%
SC
419
Sapient Capital
Indiana
$274K
EMAM
420
Encompass More Asset Management
California
$268K +$253K +6,058 New
MGP
421
Metis Global Partners
California
$266K +$12K +288 +5%
WTG
422
West Tower Group
Virginia
$266K +$250K +6,000 New
MOS
423
MGO One Seven
Ohio
$262K +$247K +5,913 New
ProShare Advisors
424
ProShare Advisors
Maryland
$261K -$33.1K -793 -12%
S
425
SignatureFD
Georgia
$261K +$43.7K +1,047 +22%