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Name Holding Trade Value Shares
Change
Change in
Stake
AI
651
Accredited Investors
Minnesota
$333K +$19.4K +440 +7%
VA
652
Valmark Advisers
Ohio
$333K +$352 +8 +0.1%
NW
653
NewEdge Wealth
Pennsylvania
$329K -$61K -1,386 -17%
AFM
654
Abbot Financial Management
Massachusetts
$329K
DI
655
Diligent Investors
California
$328K -$3.96K -90 -1%
BFG
656
Bleakley Financial Group
New Jersey
$328K +$19.1K +433 +7%
EH
657
Equitable Holdings
New York
$327K +$300K +6,825 New
HIIFS
658
Harel Insurance Investments & Financial Services
Israel
$327K -$25.9K -589 -8%
AR
659
Advisory Research
Illinois
$324K +$298K +6,768 New
MFA
660
Mayflower Financial Advisors
Massachusetts
$321K +$25.3K +574 +9%
FHA
661
First Horizon Advisors
Tennessee
$318K +$9.59K +218 +3%
CA
662
Claro Advisors
Massachusetts
$318K -$8.62K -196 -3%
WP
663
WMS Partners
Maryland
$317K -$3.08K -70 -1%
Vanguard Capital Wealth Advisors
664
Vanguard Capital Wealth Advisors
Colorado
$316K
RJT
665
Raymond James Trust
Florida
$315K +$290K +6,581 New
LCM
666
Lynwood Capital Management
Ontario, Canada
$313K +$1.03M +23,400 New
LA
667
LexAurum Advisors
Kansas
$313K +$8.8K +200 +3%
HT
668
Headlands Technologies
Illinois
$312K +$286K +6,505 New
SCA
669
Sassicaia Capital Advisers
New York
$312K -$836K -19,000 -75%
PCM
670
PAR Capital Management
Massachusetts
$312K +$286K +6,500 New
PFO
671
Pathstone Family Office
New Jersey
$312K -$2.05M -46,560 -88%
NB
672
Nicolet Bankshares
Wisconsin
$309K
SOS
673
Silver Oak Securities
Tennessee
$309K +$278K +6,321 New
KCM
674
KRS Capital Management
Michigan
$308K -$22K -500 -7%
FIA
675
Foundations Investment Advisors
Arizona
$308K -$59K -1,340 -17%