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Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
426
Vontobel Holding
Switzerland
$349K -$125K -3,333 -24%
AA
427
ALPS Advisors
Colorado
$342K +$386K +10,320 New
GKWIM
428
Gerber Kawasaki Wealth & Investment Management
California
$337K
LJAC
429
L.J. Altfest & Co
New York
$337K -$258K -6,884 -40%
Corient Private Wealth
430
Corient Private Wealth
Florida
$334K -$29.5K -787 -7%
NPT
431
National Philanthropic Trust
Pennsylvania
$332K +$374K +10,000 New
MFA
432
Mayflower Financial Advisors
Massachusetts
$331K +$3.15K +84 +0.8%
AAS
433
Avantax Advisory Services
Texas
$326K +$31.4K +839 +9%
MMA
434
Mizuho Markets Americas
New York
$321K -$4.53M -121,079 -93%
DCM
435
DGS Capital Management
New Jersey
$318K +$359K +9,600 New
ASN
436
Advisory Services Network
Georgia
$317K +$151K +4,024 +73%
PP
437
Prudential plc
United Kingdom
$315K
MF
438
Magnetar Financial
Illinois
$314K +$355K +9,470 New
Baird Financial Group
439
Baird Financial Group
Wisconsin
$312K +$27K +720 +8%
VI
440
Versor Investments
New York
$305K +$344K +9,200 New
PWM
441
Prosperity Wealth Management
California
$291K -$749 -20 -0.2%
Carson Wealth (CWM LLC)
442
Carson Wealth (CWM LLC)
Nebraska
$290K +$141K +3,777 +76%
OPWM
443
Oxinas Partners Wealth Management
Indiana
$287K -$232K -6,200 -42%
AWM
444
Angeles Wealth Management
California
$285K +$322K +8,590 New
RCM
445
RMR Capital Management
California
$275K +$310K +8,291 New
CF
446
Corebridge Financial
Texas
$273K -$5.05K -135 -2%
LA
447
LVW Advisors
New York
$269K +$562 +15 +0.2%
BCI
448
Brinker Capital Investments
Pennsylvania
$266K +$86.2K +2,303 +40%
OPS
449
Orion Portfolio Solutions
Nebraska
$266K +$86.2K +2,303 +40%
TVM
450
True Vision MN
Minnesota
$262K +$9.17K +245 +3%