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Name Holding Trade Value Shares
Change
Change in
Stake
FIA
276
Foundations Investment Advisors
Arizona
$870K +$19.1K +155 +3%
SH
277
SLT Holdings
Arizona
$870K +$657K +5,320 New
CG
278
CFO4Life Group
Texas
$868K -$3.57M -28,907 -84%
MFA
279
Morling Financial Advisors
California
$864K -$4.1M -33,175 -86%
MCM
280
MAI Capital Management
Ohio
$859K +$649K +5,255 New
CIBC World Market
281
CIBC World Market
Ontario, Canada
$782K +$590K +4,782 New
MFS
282
Monetta Financial Services
Illinois
$768K +$580K +4,700 New
Creative Planning
283
Creative Planning
Kansas
$765K +$578K +4,683 New
JRP
284
Jasper Ridge Partners
California
$748K
MOS
285
MGO One Seven
Ohio
$747K +$564K +4,568 New
Brown Advisory
286
Brown Advisory
Maryland
$739K -$678K -5,495 -55%
RhumbLine Advisers
287
RhumbLine Advisers
Massachusetts
$739K +$558K +4,520 New
BPA
288
Beacon Pointe Advisors
California
$733K +$178K +1,443 +47%
UWS
289
Unique Wealth Strategies
Illinois
$718K +$542K +4,391 New
CPC
290
Congress Park Capital
New York
$703K -$617 -5 -0.1%
HH
291
Hilltop Holdings
Texas
$657K +$496K +4,017 New
RS
292
Rakuten Securities
Japan
$654K +$479K +3,879 +3,206%
KWM
293
Kingsview Wealth Management
Oregon
$651K +$21.1K +171 +4%
GRP
294
Global Retirement Partners
California
$651K +$492K +3,985 New
KAS
295
Kestra Advisory Services
Texas
$644K +$487K +3,943 New
DFCM
296
Dark Forest Capital Management
Puerto Rico
$641K +$484K +3,922 New
SFG
297
Somnio Financial Group
Connecticut
$640K +$483K +3,914 New
JG
298
Jain Global
New York
$637K +$481K +3,900 New
GAG
299
GM Advisory Group
New York
$632K
CIA
300
Concurrent Investment Advisors
Florida
$631K -$220K -1,779 -32%