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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
226
International Assets Investment Management
Florida
$318K -$36.1K -198 -7%
FGP
227
Freestone Grove Partners
California
$311K -$32.2M -176,976 -99%
HI
228
Harbour Investments
Wisconsin
$307K +$395K +2,167 +6,772%
CBU
229
CIBC Bancorp USA
Illinois
$307K +$400K +2,193 New
CFG
230
Capital Financial Group
Colorado
$306K -$6.74K -37 -2%
BAM
231
Belpointe Asset Management
Nevada
$299K +$390K +2,142 New
X
232
Xponance
Pennsylvania
$296K +$79.4K +436 +26%
Calamos Advisors
233
Calamos Advisors
Illinois
$296K +$385K +2,114 New
CWM
234
Calamos Wealth Management
Illinois
$296K +$385K +2,114 New
Stifel Financial
235
Stifel Financial
Missouri
$295K +$385K +2,111 New
SA
236
Sanctuary Advisors
Indiana
$290K +$6.74K +37 +2%
TI
237
Tidal Investments
Wisconsin
$286K -$53.2K -292 -12%
LFA
238
Legacy Financial Advisors
Kentucky
$281K +$2K +11 +0.6%
VA
239
Vident Advisory
Georgia
$281K +$182 +1 +0%
PFGIA
240
Patriot Financial Group Insurance Agency
Massachusetts
$278K +$71.6K +393 +25%
SWM
241
Salvus Wealth Management
New Jersey
$274K +$112K +613 +46%
Capstone Investment Advisors
242
Capstone Investment Advisors
New York
$273K -$955K -5,244 -73%
NP
243
NorthRock Partners
Minnesota
$268K +$14.8K +81 +4%
IA
244
Insight Advisors
Pennsylvania
$261K
Corient Private Wealth
245
Corient Private Wealth
Florida
$260K +$43.2K +237 +15%
IP
246
Intellectus Partners
California
$255K
Nisa Investment Advisors
247
Nisa Investment Advisors
Missouri
$252K +$255K +1,397 +344%
PCM
248
Penserra Capital Management
California
$251K +$6.38K +35 +2%
Pacer Advisors
249
Pacer Advisors
Pennsylvania
$249K -$551K -3,023 -63%
Vanguard Personalized Indexing Management
250
Vanguard Personalized Indexing Management
California
$241K -$129K -707 -29%