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Name Holding Trade Value Shares
Change
Change in
Stake
EA
301
Ellsworth Advisors
Ohio
$828K +$248K +4,650 +42%
JFL
302
Jarislowsky, Fraser Ltd
Quebec, Canada
$826K -$92.8K -1,740 -10%
CA
303
Continuum Advisory
Idaho
$825K +$141K +2,644 +21%
PPC
304
Park Place Capital
Alabama
$823K -$15K -282 -2%
IWC
305
Integrated Wealth Concepts
Massachusetts
$823K -$12K -225 -1%
WCA
306
Westover Capital Advisors
Delaware
$820K +$234K +4,382 +40%
SG Americas Securities
307
SG Americas Securities
New York
$817K
AWS
308
Atria Wealth Solutions
New York
$813K +$365K +6,847 +82%
GFS
309
GYL Financial Synergies
Connecticut
$791K -$44.3K -831 -5%
BFG
310
Beacon Financial Group
Texas
$788K -$19.2K -361 -2%
ACS
311
Archford Capital Strategies
Illinois
$783K -$21.6K -406 -3%
IAA
312
Independent Advisor Alliance
North Carolina
$757K +$5.92K +111 +0.8%
VFA
313
Valeo Financial Advisors
Indiana
$744K -$3.47K -65 -0.5%
TWD
314
True Wealth Design
Ohio
$742K +$13.9K +260 +2%
LP
315
LMR Partners
United Kingdom
$735K
Citadel Advisors
316
Citadel Advisors
Florida
$735K +$720K +13,508 +7,072%
VFA
317
Voya Financial Advisors
Connecticut
$719K +$207K +3,891 +40%
SFS
318
Sowell Financial Services
Arkansas
$719K -$417K -7,821 -37%
AC
319
Arjuna Capital
North Carolina
$718K +$22.2K +417 +3%
PFS
320
Prospera Financial Services
Texas
$718K +$23.7K +445 +3%
NGA
321
Naples Global Advisors
Florida
$715K -$61.3K -1,150 -8%
CA
322
Cetera Advisors
Colorado
$711K +$141K +2,648 +25%
TAM
323
Tocqueville Asset Management
New York
$710K -$407K -7,630 -37%
HKAM
324
Horizon Kinetics Asset Management
New York
$697K -$906 -17 -0.1%
NSEDCP
325
NJ State Employees Deferred Compensation Plan
New Jersey
$697K