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Name Holding Trade Value Shares
Change
Change in
Stake
CW
201
CreativeOne Wealth
Kansas
$593K +$561K +13,228 New
Pathstone Holdings
202
Pathstone Holdings
New Jersey
$590K +$302K +7,126 +118%
ASN
203
Advisory Services Network
Georgia
$583K +$259K +6,102 +88%
TSW
204
Three Seasons Wealth
Utah
$563K +$533K +12,546 New
BF
205
BOK Financial
Oklahoma
$541K -$1.27K -30 -0.2%
DADC
206
D.A. Davidson & Co
Montana
$539K
Capstone Investment Advisors
207
Capstone Investment Advisors
New York
$534K +$506K +11,914 New
NA
208
NewEdge Advisors
Louisiana
$527K +$499K +11,750 New
MOACM
209
Mutual of America Capital Management
New York
$525K -$37.4K -882 -7%
CCA
210
Catalyst Capital Advisors
New York
$522K
Wolverine Trading
211
Wolverine Trading
Illinois
$504K +$478K +11,261 New
ECM
212
Evergreen Capital Management
Washington
$498K +$63.6K +1,499 +16%
CBU
213
CIBC Bancorp USA
Illinois
$494K +$468K +11,023 New
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$494K -$358K -8,431 -43%
BCI
215
Blue Capital Inc
Nebraska
$481K +$456K +10,735 New
P
216
&Partners
Tennessee
$480K -$92.9K -2,189 -17%
SAM
217
Sawgrass Asset Management
Florida
$478K +$48K +1,131 +12%
Koshinski Asset Management
218
Koshinski Asset Management
Illinois
$471K +$594 +14 +0.1%
EI
219
Ethic Inc
New York
$471K -$3.65K -86 -0.8%
MWM
220
Maridea Wealth Management
New York
$456K +$432K +10,184 New
Citadel Advisors
221
Citadel Advisors
Florida
$455K -$13.6M -319,334 -97%
BFS
222
BridgePort Financial Solutions
Iowa
$451K +$427K +10,051 New
ET
223
Equitable Trust
Tennessee
$433K -$136K -3,206 -25%
BAM
224
Belpointe Asset Management
Nevada
$431K +$116K +2,734 +40%
OFG
225
Oxford Financial Group
Indiana
$426K