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Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
626
Financial Advocates Investment Management
Washington
$261K +$32.3K +212 +13%
ACM
627
Adalta Capital Management
New York
$261K -$45.8K -300 -14%
TWM
628
Tradition Wealth Management
Minnesota
$261K -$16.2K -106 -6%
AWM
629
Avitas Wealth Management
California
$258K +$71.7K +470 +35%
EGA
630
E&G Advisors
Texas
$257K -$4.58K -30 -2%
BP
631
Ballentine Partners
Massachusetts
$254K -$84.5K -554 -24%
WAP
632
Wealthcare Advisory Partners
Pennsylvania
$254K +$270K +1,767 New
HWM
633
HB Wealth Management
Georgia
$252K +$268K +1,757 New
MAS
634
Meeder Advisory Services
Ohio
$251K +$266K +1,746 New
O
635
Ossiam
France
$250K – – –
KCM
636
Kornitzer Capital Management
Kansas
$248K +$263K +1,725 New
BS
637
Banco Santander
Spain
$246K +$262K +1,715 New
WCA
638
Westover Capital Advisors
Delaware
$244K – – –
CA
639
Clearstead Advisors
Ohio
$243K +$7.63K +50 +3%
QI
640
Qtron Investments
Massachusetts
$241K – – –
CPC
641
Congress Park Capital
New York
$241K +$256K +1,680 New
SCA
642
Snowden Capital Advisors
New York
$235K +$17.7K +116 +8%
AC
643
Avestar Capital
New York
$234K -$44.2K -290 -15%
MIM
644
Moseley Investment Management
Florida
$234K +$1.98K +13 +0.8%
SIG
645
Spinnaker Investment Group
California
$233K -$19.8K -130 -7%
CG
646
Colony Group
Massachusetts
$233K +$247K +1,621 New
XT
647
XTX Topco
Cayman Islands
$230K +$244K +1,601 New
CA
648
Cornerstone Advisory
Maryland
$227K +$15.7K +103 +7%
FTDI
649
First Trust Direct Indexing
Massachusetts
$222K -$24.4K -160 -9%
RIA
650
Realta Investment Advisors
Delaware
$218K -$38.9K -255 -14%
24 25
26
27 28