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Name Holding Trade Value Shares
Change
Change in
Stake
GT
651
Greenleaf Trust
Michigan
$254K +$232K +1,105 New
JG
652
Jain Global
New York
$251K -$106K -503 -32%
FFA
653
Florida Financial Advisors
Florida
$250K +$14.3K +68 +7%
GC
654
Guidance Capital
Kentucky
$249K +$1.26K +6 +0.5%
TWM
655
TCFG Wealth Management
California
$248K +$27.3K +130 +14%
LF
656
Lighthouse Financial
Florida
$248K +$227K +1,080 New
IFWM
657
Institute for Wealth Management
Colorado
$246K +$13K +62 +6%
IA
658
IFP Advisors
Florida
$243K +$55.3K +263 +33%
VCP
659
Verus Capital Partners
Arizona
$243K +$222K +1,056 New
AWM
660
Axxcess Wealth Management
California
$241K – – –
MGP
661
Metis Global Partners
California
$238K -$28.4K -135 -12%
OTL
662
Oak Thistle LLC
New York
$237K -$1.63M -7,769 -88%
IAS
663
Insigneo Advisory Services
Florida
$237K +$4.42K +21 +2%
PPH
664
Pure Portfolios Holdings
Oregon
$236K -$10.5K -50 -5%
SIA
665
SkyView Investment Advisors
New Jersey
$236K -$147K -700 -41%
Cohen & Steers
666
Cohen & Steers
New York
$230K – – –
BC
667
Barrett & Company
Rhode Island
$230K – – –
DWM
668
Destination Wealth Management
California
$230K – – –
SC
669
Stephens Consulting
Michigan
$230K +$210K +1,000 New
Bank Julius Baer & Co
670
Bank Julius Baer & Co
Switzerland
$230K -$210 -1 -0.1%
VA
671
VestGen Advisors
Illinois
$229K +$210K +998 New
LSA
672
L & S Advisors
California
$226K +$12.2K +58 +6%
SAM
673
Simplify Asset Management
Nevada
$226K +$207K +982 New
CFS
674
CRA Financial Services
New Jersey
$224K – – –
EPW
675
Evolve Private Wealth
California
$223K +$204K +970 New