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TKO Group

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
401
MUFG Securities Americas
New York
$270K +$49.3K +307 +26%
WLG
402
Williamson Legacy Group
Indiana
$270K +$238K +1,484 New
GIA
403
Gateway Investment Advisers
Ohio
$269K -$5.94K -37 -2%
CS
404
Cannell & Spears
New York
$263K -$2.09K -13 -0.9%
HIA
405
HTG Investment Advisors
Connecticut
$261K -$61.8K -385 -21%
AWM
406
Axxcess Wealth Management
California
$260K +$229K +1,428 New
BC
407
Bridgefront Capital
Texas
$260K +$229K +1,427 New
GT
408
Greenleaf Trust
Michigan
$257K -$16.4K -102 -7%
CRI
409
Colonial River Investments
Virginia
$255K +$237K +1,477 New
PFM
410
Patton Fund Management
Texas
$255K +$225K +1,401 New
PGFC
411
Peapack-Gladstone Financial Corp
New Jersey
$252K
CGH
412
Crossmark Global Holdings
Texas
$250K +$220K +1,372 New
C
413
Certuity
Florida
$243K +$1.45K +9 +0.7%
SIG
414
Stonegate Investment Group
Alabama
$242K -$14.6K -91 -6%
PAG
415
Private Advisor Group
New Jersey
$232K +$205K +1,275 New
CIA
416
Concurrent Investment Advisors
Florida
$231K +$204K +1,268 New
OIA
417
OneDigital Investment Advisors
Kansas
$231K +$204K +1,267 New
SPIA
418
Steward Partners Investment Advisory
New York
$230K +$25.5K +159 +14%
BBVA
419
Banco Bilbao Vizcaya Argentaria
Spain
$228K -$28.3K -176 -12%
VAS
420
Vestmark Advisory Solutions
Massachusetts
$222K +$196K +1,221 New
CFM
421
Catalyst Funds Management
Australia
$218K +$193K +1,200 New
KAS
422
Kestra Advisory Services
Texas
$218K -$227K -1,413 -54%
FCM
423
Fourpath Capital Management
Oklahoma
$216K +$190K +1,185 New
GCM
424
Genus Capital Management
British Columbia, Canada
$216K +$190K +1,185 New
AWS
425
Atria Wealth Solutions
New York
$211K -$156K -974 -46%