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Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
401
FRG Family Wealth Advisors
Washington
$2.56M -$525K -5,740 -18%
EW
402
Evoke Wealth
California
$2.56M +$59.5K +650 +3%
NW
403
NewEdge Wealth
Pennsylvania
$2.55M -$553K -6,042 -19%
TYCC
404
Texas Yale Capital Corp
Florida
$2.45M
PAM
405
Panagora Asset Management
Massachusetts
$2.44M
ADEF
406
ABS Direct Equity Fund
Connecticut
$2.43M +$2.29M +25,000 New
AI
407
Atria Investments
North Carolina
$2.41M -$972K -10,621 -30%
ISWM
408
Independent Solutions Wealth Management
New York
$2.4M -$48.1K -526 -2%
NA
409
NewEdge Advisors
Louisiana
$2.39M -$164K -1,787 -7%
Lido Advisors
410
Lido Advisors
California
$2.36M +$335K +3,666 +18%
XT
411
XTX Topco
Cayman Islands
$2.36M -$271K -2,959 -11%
LCM
412
Lazari Capital Management
California
$2.36M +$183 +2 +0%
SCB
413
Saudi Central Bank
Saudi Arabia
$2.34M +$2.2M +24,091 New
JSSH
414
J. Safra Sarasin Holding
$2.34M +$37.9K +414 +2%
OGF
415
Orin Green Financial
California
$2.33M +$2.19M +23,939 New
FLPIM
416
F.L. Putnam Investment Management
Massachusetts
$2.32M +$2.18M +23,835 New
FAM
417
Fulcrum Asset Management
United Kingdom
$2.31M +$127K +1,388 +6%
BSL
418
Blue Sparrow LLC
Delaware
$2.29M +$2.16M +23,590 New
IWA
419
Icon Wealth Advisors
Texas
$2.28M +$275 +3 +0%
PWM
420
Perigon Wealth Management
California
$2.26M -$13.9K -152 -0.7%
RBI
421
Raiffeisen Bank International
Austria
$2.25M +$1.68M +18,390 +372%
FFS
422
Founders Financial Securities
Maryland
$2.25M -$137K -1,494 -6%
CFO
423
Callan Family Office
Pennsylvania
$2.24M -$36.9K -403 -2%
MA
424
Mutual Advisors
Nebraska
$2.23M +$170K +1,855 +9%
PFM
425
Premier Fund Managers
United Kingdom
$2.22M -$366K -4,000 -15%