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Name Holding Trade Value Shares
Change
Change in
Stake
IA
651
IFP Advisors
Florida
$582K -$555K -8,372 -49%
LCGC
652
Legacy Capital Group California
California
$580K -$889K -13,409 -60%
HWM
653
HB Wealth Management
Georgia
$579K +$93.6K +1,411 +19%
MFA
654
Mayflower Financial Advisors
Massachusetts
$578K +$141K +2,129 +32%
NPT
655
National Philanthropic Trust
Pennsylvania
$575K – – –
PTC
656
Private Trust Company
Ohio
$575K -$7.23K -109 -1%
PP
657
PDS Planning
Ohio
$572K +$5.64K +85 +1%
XSC
658
X-Square Capital
Puerto Rico
$571K +$10.9K +165 +2%
GWM
659
Geneos Wealth Management
Colorado
$568K +$253K +3,819 +80%
FWP
660
FAS Wealth Partners
Kansas
$567K -$1.33K -20 -0.2%
MG
661
Marex Group
$563K -$126K -1,904 -18%
TI
662
Tidal Investments
Wisconsin
$562K +$290K +4,367 +105%
EPA
663
Element Pointe Advisors
Florida
$560K – – –
ATS
664
Ashton Thomas Securities
New York
$555K +$532K +8,021 New
IFWM
665
Institute for Wealth Management
Colorado
$554K +$302K +4,546 +118%
OIM
666
Oder Investment Management
California
$551K +$62.5K +942 +13%
RSA
667
River Street Advisors
Illinois
$550K +$19.9K +300 +4%
BFA
668
Benedict Financial Advisors
Georgia
$549K +$254K +3,833 +86%
DAS
669
Dynamic Advisor Solutions
Arizona
$541K +$14.5K +219 +3%
TFM
670
TFC Financial Management
Massachusetts
$540K – – –
UCFA
671
United Capital Financial Advisors
Texas
$540K +$12.7K +192 +2%
ODG
672
O'Dell Group
Ohio
$539K – – –
Optiver Holding
673
Optiver Holding
Netherlands
$539K -$12.7M -191,034 -96%
Fifth Third Bancorp
674
Fifth Third Bancorp
Ohio
$535K -$29.8K -450 -5%
FWM
675
Focused Wealth Management
New York
$532K +$114K +1,713 +27%