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Name Holding Trade Value Shares
Change
Change in
Stake
SCP
251
Sivia Capital Partners
California
$518K -$6.33K -36 -1%
BJL
252
Brighton Jones LLC
Washington
$517K +$83.7K +476 +22%
MWM
253
Mission Wealth Management
California
$513K +$35.4K +201 +8%
LWM
254
Lodestone Wealth Management
Washington
$509K +$176 +1 +0%
PA
255
PFG Advisors
Arizona
$506K +$26.2K +149 +6%
EWA
256
EP Wealth Advisors
California
$503K -$54.7K -311 -11%
AWS
257
Atria Wealth Solutions
New York
$498K +$245K +1,390 +119%
PCIA
258
Prime Capital Investment Advisors
Kansas
$493K +$12.7K +72 +3%
LDB
259
Lee, Danner & Bass
Tennessee
$490K
UBS AM
260
UBS AM
Illinois
$487K
CAM
261
Campion Asset Management
Virginia
$483K -$1.76K -10 -0.4%
BFG
262
Bleakley Financial Group
New Jersey
$475K +$13.9K +79 +3%
SC
263
Savant Capital
Illinois
$472K +$143K +813 +50%
PGFC
264
Peapack-Gladstone Financial Corp
New Jersey
$464K -$40.3K -229 -9%
FSA
265
Fort Sheridan Advisors
Illinois
$453K -$3.52K -20 -0.9%
SW
266
SVB Wealth
Massachusetts
$447K +$404K +2,298 New
MOS
267
MGO One Seven
Ohio
$445K +$204K +1,162 +103%
FTUS
268
Flow Traders U.S.
New York
$445K +$403K +2,288 New
ACA
269
Atlas Capital Advisors
Wyoming
$442K -$4.4K -25 -1%
HC
270
Henshaw Capital
Massachusetts
$437K
WCA
271
Westover Capital Advisors
Delaware
$437K
Walleye Capital
272
Walleye Capital
New York
$432K -$1.22M -6,933 -76%
SPC
273
Sigma Planning Corp
Michigan
$429K -$1.41K -8 -0.4%
CAL
274
Capital Analysts LLC
Pennsylvania
$420K +$44K +250 +13%
GI
275
GAMMA Investing
California
$417K +$116K +660 +45%