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Name Holding Trade Value Shares
Change
Change in
Stake
MIA
401
MMBG Investment Advisors
Florida
$611K +$731K +12,995 New
EPA
402
Element Pointe Advisors
Florida
$609K +$517K +9,186 +244%
MIAN
403
Mariner Independent Advisor Network
Kansas
$591K -$2.85M -50,563 -80%
Vanguard Personalized Indexing Management
404
Vanguard Personalized Indexing Management
California
$589K -$318K -5,652 -31%
LWAC
405
Laurel Wealth Advisors (California)
California
$588K +$63.4K +1,127 +10%
BBCM
406
Boardman Bay Capital Management
New York
$588K +$703K +12,500 New
Comerica Bank
407
Comerica Bank
Texas
$579K +$29.9K +532 +3%
TPWA
408
TRUE Private Wealth Advisors
Oregon
$577K +$181K +3,222 +36%
SWM
409
Spire Wealth Management
Virginia
$570K +$173K +3,069 +34%
KPWS
410
Kestra Private Wealth Services
Texas
$559K -$53.7K -954 -7%
SFS
411
Sowell Financial Services
Arkansas
$554K -$124K -2,202 -16%
SC
412
Shay Capital
New York
$551K -$196K -3,491 -23%
DGI
413
Disciplined Growth Investors
Minnesota
$551K +$659K +11,715 New
HI
414
HBK Investments
Texas
$551K +$659K +11,715 New
BA
415
Bridge Advisory
California
$550K -$93.7K -1,665 -12%
TMAM
416
Tokio Marine Asset Management
Japan
$549K +$133K +2,360 +25%
MFG
417
Magnus Financial Group
New York
$545K +$15.6K +278 +2%
VAS
418
Vestmark Advisory Solutions
Massachusetts
$544K +$178K +3,171 +38%
GG
419
Gofen & Glossberg
Illinois
$526K -$64.2K -1,141 -9%
PWA
420
Phoenix Wealth Advisors
North Carolina
$516K -$88.6K -1,575 -13%
SXL
421
Summit X LLC
Missouri
$515K +$615K +10,933 New
DP
422
DDD Partners
Washington
$511K +$179K +3,178 +41%
XT
423
XTX Topco
Cayman Islands
$502K -$274K -4,866 -31%
JIC
424
Joel Isaacson & Co
New York
$498K +$58.4K +1,037 +11%
RHBC
425
R.H. Bluestein & Co
Michigan
$496K +$593K +10,540 New