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Name Holding Trade Value Shares
Change
Change in
Stake
FIA
251
FNY Investment Advisers
New York
$615K +$543K +6,866 New
SB
252
Strategic Blueprint
Georgia
$612K +$540K +6,830 New
SW
253
SkyOak Wealth
Michigan
$605K +$534K +6,754 New
IIM
254
INTECH Investment Management
Florida
$603K +$532K +6,731 New
SFM
255
Soros Fund Management
New York
$598K +$527K +6,672 New
HP
256
Haven Private
Florida
$596K -$15K -190 -3%
TI
257
Tidal Investments
Wisconsin
$593K +$523K +6,615 New
Prudential Financial
258
Prudential Financial
New Jersey
$585K +$660K +8,346 New
JFG
259
Jefferies Financial Group
New York
$574K +$506K +6,407 New
AB
260
Amalgamated Bank
New York
$571K +$504K +6,370 New
OC
261
Oppenheimer & Co
New York
$547K +$191K +2,413 +65%
SCM
262
SCS Capital Management
Massachusetts
$540K +$477K +6,028 New
TFS
263
Thoroughbred Financial Services
Tennessee
$525K +$464K +5,865 New
GRP
264
Global Retirement Partners
California
$521K +$459K +5,811 New
LBWM
265
Left Brain Wealth Management
Illinois
$517K +$125K +1,575 +38%
FTUS
266
Flow Traders U.S.
New York
$513K +$452K +5,723 New
WA
267
Wealth Architects
California
$509K
SS
268
SBI Securities
Japan
$489K +$58.3K +738 +16%
GIA
269
Gladstone Institutional Advisory
Florida
$482K +$425K +5,376 New
CBA
270
Coastal Bridge Advisors
Connecticut
$461K +$407K +5,146 New
LNWWM
271
Laird Norton Wetherby Wealth Management
California
$460K +$406K +5,133 New
RWIA
272
Roger Wittlin Investment Advisory
California
$459K -$10.8K -136 -3%
EWM
273
Endowment Wealth Management
Wisconsin
$448K -$237K -3,000 -38%
TFIPS
274
Towarzystwo Funduszy Inwestycyjnych PZU SA
$430K +$237K +3,000 +167%
XT
275
XTX Topco
Cayman Islands
$423K -$3.84M -48,570 -91%