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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
601
Citizens Financial Group
Rhode Island
$993K +$41.5K +195 +4%
PRI
602
Prepared Retirement Institute
Pennsylvania
$985K – – –
PWP
603
Prasad Wealth Partners
Ohio
$983K +$7.03K +33 +0.7%
MPPW
604
Mitchell & Pahl Private Wealth
Oklahoma
$972K – – –
DTL
605
Dynamic Technology Lab
Singapore
$970K +$1.03M +4,812 New
AIM
606
Avanda Investment Management
Singapore
$968K +$1.02M +4,800 New
AU
607
AlphaGrep UK
$961K +$628K +2,948 +162%
MG
608
Marex Group
$960K +$1.01M +4,763 New
FRA
609
Frank Rimerman Advisors
California
$943K -$37.1K -174 -4%
VVP
610
Venture Visionary Partners
Ohio
$942K -$322K -1,510 -24%
BDS
611
Banco de Sabadell
Florida
$935K -$5.97K -28 -0.6%
EPW
612
Evolve Private Wealth
California
$934K +$652K +3,058 +195%
CC
613
Chicago Capital
Illinois
$926K – – –
EH
614
Equitable Holdings
New York
$889K -$149K -699 -14%
FPAS
615
Focus Partners Advisor Solutions
Missouri
$886K +$936K +4,394 New
CW
616
CreativeOne Wealth
Kansas
$882K -$10.9K -51 -1%
MC
617
Machina Capital
France
$880K +$13.2K +62 +1%
FFA
618
Farther Finance Advisors
California
$872K -$239K -1,122 -21%
FWCM
619
Ferguson Wellman Capital Management
Oregon
$865K +$1.49K +7 +0.2%
SAG
620
SageView Advisory Group
California
$860K -$341K -1,598 -27%
EDRH
621
Edmond de Rothschild Holding
Switzerland
$854K +$626K +2,936 +226%
PA
622
Profund Advisors
Maryland
$852K +$123K +575 +16%
PCA
623
Purkiss Capital Advisors
Connecticut
$847K +$81K +380 +10%
CB
624
Cooke & Bieler
Pennsylvania
$843K -$17K -80 -2%
RSWM
625
Robertson Stephens Wealth Management
California
$841K -$5.97K -28 -0.7%
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