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Name Holding Trade Value Shares
Change
Change in
Stake
LCGC
651
Legacy Capital Group California
California
$580K -$889K -13,409 -60%
HWM
652
HB Wealth Management
Georgia
$579K +$93.6K +1,411 +19%
MFA
653
Mayflower Financial Advisors
Massachusetts
$578K +$141K +2,129 +32%
NPT
654
National Philanthropic Trust
Pennsylvania
$575K
PTC
655
Private Trust Company
Ohio
$575K -$7.23K -109 -1%
PP
656
PDS Planning
Ohio
$572K +$5.64K +85 +1%
XSC
657
X-Square Capital
Puerto Rico
$571K +$10.9K +165 +2%
GWM
658
Geneos Wealth Management
Colorado
$568K +$253K +3,819 +80%
FWP
659
FAS Wealth Partners
Kansas
$567K -$1.33K -20 -0.2%
MG
660
Marex Group
$563K -$126K -1,904 -18%
TI
661
Tidal Investments
Wisconsin
$562K +$290K +4,367 +105%
EPA
662
Element Pointe Advisors
Florida
$560K
ATS
663
Ashton Thomas Securities
New York
$555K +$532K +8,021 New
IFWM
664
Institute for Wealth Management
Colorado
$554K +$302K +4,546 +118%
OIM
665
Oder Investment Management
California
$551K +$62.5K +942 +13%
RSA
666
River Street Advisors
Illinois
$550K +$19.9K +300 +4%
BFA
667
Benedict Financial Advisors
Georgia
$549K +$254K +3,833 +86%
DAS
668
Dynamic Advisor Solutions
Arizona
$541K +$14.5K +219 +3%
TFM
669
TFC Financial Management
Massachusetts
$540K
UCFA
670
United Capital Financial Advisors
Texas
$540K +$12.7K +192 +2%
ODG
671
O'Dell Group
Ohio
$539K
Optiver Holding
672
Optiver Holding
Netherlands
$539K -$12.7M -191,034 -96%
Fifth Third Bancorp
673
Fifth Third Bancorp
Ohio
$535K -$29.8K -450 -5%
FWM
674
Focused Wealth Management
New York
$532K +$114K +1,713 +27%
WCAMG
675
Woodard & Company Asset Management Group
North Carolina
$532K -$796 -12 -0.1%