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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
451
Prospera Financial Services
Texas
$514K +$132K +3,871 +25%
LNWWM
452
Laird Norton Wetherby Wealth Management
California
$509K +$30.3K +891 +5%
TCM
453
Triumph Capital Management
Colorado
$504K +$67.7K +1,989 +12%
GCM
454
Gables Capital Management
Florida
$501K -$37.4K -1,100 -6%
GA
455
Greytown Advisors
Florida
$493K +$578 +17 +0.1%
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$493K +$279K +8,187 +81%
AAS
457
Ameritas Advisory Services
Nebraska
$492K +$4.25K +125 +0.7%
AssetMark Inc
458
AssetMark Inc
California
$491K -$273K -8,027 -31%
N
459
Natixis
France
$491K +$237K +6,968 +64%
DAS
460
Dynamic Advisor Solutions
Arizona
$490K +$266K +7,811 +75%
FP
461
Financial Perspectives
Minnesota
$487K +$49.8K +1,464 +9%
TI
462
Tidal Investments
Wisconsin
$486K +$71.3K +2,097 +13%
VVP
463
Venture Visionary Partners
Ohio
$486K +$79.8K +2,345 +15%
GWMIA
464
Global Wealth Management Investment Advisory
Florida
$483K -$146K -4,304 -19%
RCG
465
Regatta Capital Group
California
$479K +$129K +3,778 +33%
SFA
466
Souders Financial Advisors
Ohio
$477K +$58.2K +1,712 +11%
CI
467
Cavalier Investments
Georgia
$473K -$223K -6,549 -27%
TIM
468
Thornburg Investment Management
New Mexico
$471K -$1.63M -48,010 -73%
MA
469
Montag & Associates
Georgia
$471K – – –
T
470
TOBAM
France
$470K +$53.6K +1,575 +10%
NIP
471
Nicholas Investment Partners
California
$469K – – –
AWM
472
Activest Wealth Management
Florida
$462K +$538K +15,810 +1,355%
IP
473
Interval Partners
New York
$458K +$578K +17,000 New
MSFS
474
Main Street Financial Solutions
Pennsylvania
$457K – – –
JG
475
Jefferies Group
New York
$457K +$577K +16,953 New