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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$1.12M +$174K +3,823 +20%
DAC
52
Dividend Assets Capital
South Carolina
$1.12M -$111K -2,446 -10%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$1.08M +$23.6K +520 +2%
FWM
54
Finer Wealth Management
Massachusetts
$994K +$186K +4,095 +25%
FI
55
Fractal Investments
Connecticut
$979K
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$930K
QCIG
57
Quad-Cities Investment Group
Iowa
$886K +$2.68K +59 +0.3%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$882K
Creative Planning
59
Creative Planning
Kansas
$880K -$182K -4,011 -18%
Stifel Financial
60
Stifel Financial
Missouri
$879K +$103K +2,260 +14%
Corient Private Wealth
61
Corient Private Wealth
Florida
$865K +$284K +6,250 +55%
VF
62
Virtu Financial
New York
$847K +$786K +17,297 New
AWM
63
AE Wealth Management
Kansas
$817K +$335K +7,374 +79%
KACA
64
Kayne Anderson Capital Advisors
California
$793K +$59K +1,300 +9%
MFS
65
Mirabella Financial Services
United Kingdom
$777K +$721K +15,868 New
AFG
66
American Financial Group
Ohio
$759K
FFN
67
Focus Financial Network
Minnesota
$736K +$17.4K +383 +3%
MP
68
McDonald Partners
Ohio
$734K
CGA
69
Crescent Grove Advisors
Illinois
$733K +$394K +8,683 +138%
SG Americas Securities
70
SG Americas Securities
New York
$689K -$36.8K -811 -5%
Ameriprise
71
Ameriprise
Minnesota
$687K +$113K +2,498 +22%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$680K -$63.9K -1,406 -9%
BAAM
73
Baker Avenue Asset Management
California
$636K +$136K +3,000 +30%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$611K -$1.32M -29,045 -70%
HVIA
75
Hudson Valley Investment Advisors
New York
$587K