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Name Holding Trade Value Shares
Change
Change in
Stake
WT
551
Whittier Trust
California
$648K +$585K +1,759 New
IWC
552
Integrated Wealth Concepts
Massachusetts
$642K +$30.9K +93 +6%
HT
553
Headlands Technologies
Illinois
$635K +$556K +1,672 +3,344%
IIM
554
INTECH Investment Management
Florida
$626K +$205K +617 +57%
DWM
555
Dakota Wealth Management
Florida
$622K +$38.2K +115 +7%
KIG
556
Kowal Investment Group
Wisconsin
$622K +$122K +368 +28%
CW
557
CreativeOne Wealth
Kansas
$615K +$159K +478 +40%
CRI
558
Colonial River Investments
Virginia
$615K +$555K +1,669 New
SWM
559
SeaCrest Wealth Management
New York
$596K +$179K +537 +50%
SWA
560
Stratos Wealth Advisors
Ohio
$593K +$5.65K +17 +1%
CCM
561
Coldstream Capital Management
Washington
$591K +$69.8K +210 +15%
CCG
562
Capital CS Group
California
$590K -$325K -979 -38%
CA
563
CoreCap Advisors
Michigan
$586K -$22.3K -67 -4%
PFS
564
Prospera Financial Services
Texas
$584K -$30.6K -92 -5%
WAP
565
Wealthcare Advisory Partners
Pennsylvania
$582K +$18.3K +55 +4%
AFG
566
Atomi Financial Group
New York
$579K +$98.7K +297 +23%
EPA
567
Element Pointe Advisors
Florida
$578K
AT
568
American Trust
Kentucky
$572K +$1.33K +4 +0.3%
CIBC Private Wealth Group
569
CIBC Private Wealth Group
Georgia
$568K -$1.71M -5,157 -77%
CIA
570
Concurrent Investment Advisors
Florida
$567K +$23.6K +71 +5%
JIC
571
Joel Isaacson & Co
New York
$564K
CM
572
Capula Management
Cayman Islands
$563K +$61.8K +186 +14%
PFA
573
Petra Financial Advisors
Colorado
$563K +$508K +1,528 New
WS
574
Wedbush Securities
California
$555K +$46.9K +141 +10%
TA
575
TFB Advisors
Kansas
$553K +$60.8K +183 +14%