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Name Holding Trade Value Shares
Change
Change in
Stake
SLWA
476
San Luis Wealth Advisors
California
$532K +$387K +9,057 +114%
MSFS
477
Main Street Financial Solutions
Pennsylvania
$530K +$214K +5,010 +42%
FFA
478
First Foundation Advisors
California
$526K +$43.4K +1,017 +6%
TCM
479
Triumph Capital Management
Colorado
$523K +$208K +4,876 +41%
SPIA
480
Steward Partners Investment Advisory
New York
$521K -$64.3K -1,505 -8%
IFG
481
Independent Financial Group
California
$519K +$173K +4,049 +32%
FP
482
Financial Perspectives
Minnesota
$519K
SLAM
483
Swiss Life Asset Management
$516K -$186K -4,365 -21%
WAM
484
Weiss Asset Management
Massachusetts
$514K +$703K +16,460 New
FRM
485
Fox Run Management
Connecticut
$507K +$694K +16,243 New
NW
486
NewEdge Wealth
Pennsylvania
$505K +$105K +2,460 +18%
OFG
487
Oxford Financial Group
Indiana
$503K +$299K +7,000 +77%
CPC
488
Congress Park Capital
New York
$501K -$96.1K -2,250 -12%
CAAS
489
Capital Asset Advisory Services
Michigan
$501K +$156K +3,657 +30%
FSC
490
Full Sail Capital
Oklahoma
$500K -$85.4K -2,000 -11%
SFA
491
Souders Financial Advisors
Ohio
$500K +$53.8K +1,260 +9%
CFG
492
Citizens Financial Group
Rhode Island
$500K +$196K +4,595 +40%
Rafferty Asset Management
493
Rafferty Asset Management
New York
$498K +$442K +10,354 +185%
TI
494
Tidal Investments
Wisconsin
$497K +$80.3K +1,880 +13%
LCM
495
Lattice Capital Management
Washington
$493K
T
496
TOBAM
France
$492K -$1.24M -28,998 -65%
VVP
497
Venture Visionary Partners
Ohio
$491K +$275K +6,440 +69%
CWS
498
Confluence Wealth Services
Pennsylvania
$491K -$83.7K -1,960 -14%
GAM
499
Grandview Asset Management
Pennsylvania
$483K -$2.13K -50 -0.3%
XSC
500
X-Square Capital
Puerto Rico
$478K -$19.9K -466 -3%