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Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
651
Caitong International Asset Management
Hong Kong
$249K +$81K +1,379 +50%
TE
652
Tema ETFs
New York
$248K -$705 -12 -0.3%
MG
653
Mather Group
Illinois
$247K +$69.5K +1,183 +40%
RWP
654
RWA Wealth Partners
Massachusetts
$246K +$4.35K +74 +2%
MA
655
Mutual Advisors
Nebraska
$245K -$13.2K -224 -5%
LMFP
656
Larry Mathis Financial Planning
Arizona
$245K +$240K +4,084 New
AWM
657
Avior Wealth Management
Nebraska
$244K +$59 +1 +0%
AAP
658
Arax Advisory Partners
Colorado
$244K -$1.74M -29,705 -88%
MCM
659
MAI Capital Management
Ohio
$242K +$1.06K +18 +0.4%
IIC
660
Integrated Investment Consultants
Michigan
$242K -$75K -1,277 -24%
SW
661
Simplicity Wealth
New Jersey
$236K +$231K +3,928 New
JF
662
JMN Financial
Ohio
$235K +$230K +3,918 New
KA
663
Klingman & Associates
New York
$235K +$18.1K +308 +9%
TC
664
TwinBeech Capital
New York
$234K +$229K +3,900 New
CCA
665
Checchi Capital Advisers
California
$234K +$5.76K +98 +3%
LAM
666
Longboard Asset Management
Arizona
$233K
SGWM
667
Sterling Group Wealth Management
California
$232K
RBFC
668
Roman Butler Fullerton & Co
Missouri
$230K -$69.6K -1,185 -25%
Fisher Asset Management
669
Fisher Asset Management
Washington
$228K -$60.6K -1,032 -21%
AF
670
Allworth Financial
California
$227K +$26.2K +446 +13%
PBT
671
Pictet Bank & Trust
Bahamas
$225K -$445K -7,580 -67%
BPA
672
Beacon Pointe Advisors
California
$222K +$218K +3,707 New
LIP
673
Lighthouse Investment Partners
Florida
$222K +$217K +3,700 New
OFO
674
OneAscent Family Office
Alabama
$221K +$3.11K +53 +1%
MAG
675
M3 Advisory Group
Massachusetts
$219K -$76.2K -1,297 -26%