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Name Holding Trade Value Shares
Change
Change in
Stake
ACS
551
Archford Capital Strategies
Illinois
$539K -$545K -1,666 -52%
APA
552
Astoria Portfolio Advisors
New York
$536K +$28.8K +88 +6%
Lido Advisors
553
Lido Advisors
California
$534K +$61.9K +189 +14%
GCM
554
Genus Capital Management
British Columbia, Canada
$534K -$4.91K -15 -1%
MSWM
555
Master's Wealth Management
Pennsylvania
$534K
FFM
556
Forum Financial Management
Illinois
$533K -$655 -2 -0.1%
TIP
557
Tandem Investment Partners
New Jersey
$532K -$6.55K -20 -1%
LOAMU
558
Lombard Odier Asset Management (USA)
New York
$529K +$170K +518 +51%
CI
559
Corient IA
Florida
$520K
SCA
560
Sage Capital Advisors
South Dakota
$520K
BRWA
561
B. Riley Wealth Advisors
Florida
$518K -$9.17K -28 -2%
CFA
562
CWS Financial Advisors
Michigan
$518K +$72K +220 +17%
TW
563
TritonPoint Wealth
Maryland
$517K +$164K +500 +50%
KCIC
564
Kuhn & Co Investment Counsel
Illinois
$510K
BAM
565
Belpointe Asset Management
Nevada
$497K -$8.51K -26 -2%
HAG
566
HighPoint Advisor Group
Illinois
$496K +$51.7K +158 +12%
HWM
567
HB Wealth Management
Georgia
$491K +$25.2K +77 +6%
MSA
568
MUFG Securities Americas
New York
$488K +$81.5K +249 +22%
WI
569
Wahed Invest
New York
$485K +$1.96K +6 +0.4%
RB
570
Rodgers Brothers
Pennsylvania
$482K
Nomura Holdings
571
Nomura Holdings
Japan
$478K +$452K +1,380 New
FNWA
572
Financial Network Wealth Advisors
Utah
$477K +$7.2K +22 +2%
RWM
573
Ritholtz Wealth Management
New York
$474K +$25.9K +79 +6%
FPAS
574
Focus Partners Advisor Solutions
Missouri
$470K +$74.6K +228 +20%
PWA
575
Phoenix Wealth Advisors
North Carolina
$469K -$2.29K -7 -0.5%