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Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
501
Focus Partners Advisor Solutions
Missouri
$539K +$103K +367 +22%
TPCW
502
TD Private Client Wealth
New York
$536K -$142K -506 -20%
TA
503
Tectonic Advisors
Texas
$534K
Toronto Dominion Bank
504
Toronto Dominion Bank
Ontario, Canada
$529K -$60.2K -214 -10%
HSBC Holdings
505
HSBC Holdings
United Kingdom
$529K -$64.7K -230 -10%
CWM
506
Circle Wealth Management
New Jersey
$527K +$48.6K +173 +10%
AWM
507
Aprio Wealth Management
Georgia
$527K +$81K +288 +17%
SI
508
Seeds Investor
New York
$524K -$152K -541 -22%
CI
509
CX Institutional
Indiana
$524K +$10.7K +38 +2%
QIM
510
Quantitative Investment Management
Virginia
$514K +$542K +1,927 New
CH
511
Cromwell Holdings
Wyoming
$514K
LSA
512
Lansing Street Advisors
Pennsylvania
$512K -$7.31K -26 -1%
CIA
513
Choate Investment Advisors
Massachusetts
$502K -$5.34K -19 -1%
MMA
514
Miracle Mile Advisors
California
$500K +$25.9K +92 +5%
RMDI
515
R.M. Davis Inc
Maine
$497K -$2.53K -9 -0.5%
FWA
516
FSM Wealth Advisors
Ohio
$496K +$14.3K +51 +3%
DCM
517
DGS Capital Management
New Jersey
$494K +$43.9K +156 +9%
GSEP
518
Golden State Equity Partners
California
$494K -$15.5K -55 -3%
Luther King Capital Management (LKCM)
519
Luther King Capital Management (LKCM)
Texas
$491K +$3.66K +13 +0.7%
EH
520
Equitable Holdings
New York
$491K +$34.6K +123 +7%
NP
521
Ninepoint Partners
Ontario, Canada
$488K -$165K -585 -24%
KBC Group
522
KBC Group
Belgium
$487K
IWM
523
IHT Wealth Management
Illinois
$486K -$47.5K -169 -9%
X
524
Xponance
Pennsylvania
$485K +$59.6K +212 +13%
GQG Partners
525
GQG Partners
Florida
$483K -$1.53M -5,440 -75%