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Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
626
Blackstone Inc
New York
$207K +$254K +4,965 New
MA
627
Mutual Advisors
Nebraska
$206K +$47.3K +926 +23%
WANY
628
Wealthspire Advisors (New York)
New York
$206K +$2.81K +55 +1%
KP
629
Keel Point
Alabama
$205K -$1.89K -37 -0.7%
TWM
630
Thrive Wealth Management
Pennsylvania
$205K -$52.9K -1,035 -17%
UCFA
631
United Capital Financial Advisors
Texas
$204K -$278K -5,439 -53%
JFGLC
632
Johnson Financial Group LLC (Colorado)
Colorado
$203K +$1.12K +22 +0.5%
ICP
633
Impact Capital Partners
Colorado
$201K -$297K -5,809 -55%
AI
634
Axiom Investors
Connecticut
$197K -$125K -2,448 -34%
AA
635
AlphaCentric Advisors
Puerto Rico
$195K +$13.3K +260 +6%
TE
636
Tema ETFs
New York
$191K +$22.2K +435 +10%
TCIIS
637
TIAA-CREF Individual & Institutional Services
New York
$185K +$226K +4,430 New
NAAA
638
New Age Alpha Advisors
New York
$178K -$18.8K -368 -8%
WSFS
639
Wilmington Savings Fund Society
Delaware
$174K
AF
640
Allworth Financial
California
$153K -$40.5K -792 -18%
LAM
641
LOM Asset Management
$147K +$91.6K +1,793 +103%
BFPW
642
BOK Financial Private Wealth
Colorado
$143K -$88.9K -1,739 -34%
HFS
643
Hantz Financial Services
Michigan
$139K +$110K +2,158 +185%
BCM
644
Boreal Capital Management
Florida
$130K -$51 -1 Closed
SS
645
SBI Securities
Japan
$123K -$2.61K -51 -2%
DCM
646
Dorato Capital Management
Colorado
$122K
FCT
647
Family Capital Trust
Massachusetts
$118K
NS
648
NBC Securities
Alabama
$116K -$1.74K -34 -1%
MG
649
Mather Group
Illinois
$113K -$8.94K -175 -6%
AIP
650
Ameritas Investment Partners
Nebraska
$107K