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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
726
AlTi Global
New York
$710K +$1.91K +4 +0.3%
BBL
727
Beck Bode LLC
Massachusetts
$703K +$729K +1,530 New
WPC
728
Wedmont Private Capital
Pennsylvania
$698K -$30.5K -64 -4%
CAG
729
Crestwood Advisors Group
Massachusetts
$697K +$723K +1,517 New
LWCFA
730
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$697K – – –
IAS
731
Insigneo Advisory Services
Florida
$691K -$280K -587 -28%
BP
732
Ballentine Partners
Massachusetts
$691K -$122K -255 -14%
RRA
733
Round Rock Advisors
Connecticut
$690K -$553K -1,160 -44%
PWA
734
Pitcairn Wealth Advisors
Pennsylvania
$681K +$516K +1,082 +270%
WFA
735
Wellspring Financial Advisors
Ohio
$676K – – –
TWM
736
Tortuga Wealth Management
California
$672K +$109K +228 +18%
TC
737
Tannin Capital
North Carolina
$671K +$35.8K +75 +5%
FA
738
FDx Advisors
Illinois
$666K +$171K +358 +33%
NICM
739
Neo Ivy Capital Management
New York
$666K -$1.47M -3,090 -68%
OC
740
Oppenheimer & Co
New York
$665K -$281K -589 -29%
VT
741
Vise Technologies
New York
$665K -$23.8K -50 -3%
FMI
742
Frec Markets Inc
California
$663K +$258K +541 +60%
SWP
743
Stratos Wealth Partners
Ohio
$652K -$48.6K -102 -7%
ECM
744
ExodusPoint Capital Management
New York
$652K -$16.6M -34,921 -96%
NG
745
Norden Group
Utah
$652K -$153K -320 -18%
VC
746
Veracity Capital
Georgia
$650K -$17.6K -37 -3%
AWM
747
Angeles Wealth Management
California
$649K +$22.4K +47 +3%
VFA
748
Valeo Financial Advisors
Indiana
$637K +$289K +606 +78%
QCG
749
Quadrant Capital Group
Ohio
$636K -$2.07M -4,332 -76%
CGH
750
Crossmark Global Holdings
Texas
$622K -$44.3K -93 -6%
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