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Name Holding Trade Value Shares
Change
Change in
Stake
MCC
476
Malaga Cove Capital
California
$548K +$496K +11,620 +193%
MA
477
Montag & Associates
Georgia
$546K +$39.3K +920 +6%
NIP
478
Nicholas Investment Partners
California
$544K -$471K -11,020 -39%
DWM
479
Dakota Wealth Management
Florida
$536K +$196K +4,590 +37%
SLWA
480
San Luis Wealth Advisors
California
$532K +$387K +9,057 +114%
MSFS
481
Main Street Financial Solutions
Pennsylvania
$530K +$214K +5,010 +42%
FFA
482
First Foundation Advisors
California
$526K +$43.4K +1,017 +6%
TCM
483
Triumph Capital Management
Colorado
$523K +$208K +4,876 +41%
SPIA
484
Steward Partners Investment Advisory
New York
$521K -$64.3K -1,505 -8%
IFG
485
Independent Financial Group
California
$519K +$173K +4,049 +32%
FP
486
Financial Perspectives
Minnesota
$519K – – –
SLAM
487
Swiss Life Asset Management
$516K -$186K -4,365 -21%
WAM
488
Weiss Asset Management
Massachusetts
$514K +$703K +16,460 New
FRM
489
Fox Run Management
Connecticut
$507K +$694K +16,243 New
NW
490
NewEdge Wealth
Pennsylvania
$505K +$105K +2,460 +18%
OFG
491
Oxford Financial Group
Indiana
$503K +$299K +7,000 +77%
CPC
492
Congress Park Capital
New York
$501K -$96.1K -2,250 -12%
CAAS
493
Capital Asset Advisory Services
Michigan
$501K +$156K +3,657 +30%
FSC
494
Full Sail Capital
Oklahoma
$500K -$85.4K -2,000 -11%
SFA
495
Souders Financial Advisors
Ohio
$500K +$53.8K +1,260 +9%
CFG
496
Citizens Financial Group
Rhode Island
$500K +$196K +4,595 +40%
Rafferty Asset Management
497
Rafferty Asset Management
New York
$498K +$442K +10,354 +185%
TI
498
Tidal Investments
Wisconsin
$497K +$80.3K +1,880 +13%
LCM
499
Lattice Capital Management
Washington
$493K – – –
T
500
TOBAM
France
$492K -$1.24M -28,998 -65%