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Name Holding Trade Value Shares
Change
Change in
Stake
SFI
526
Siemens Fonds Invest
Germany
$228K
GWM
527
Geneos Wealth Management
Colorado
$226K -$48.4K -1,116 -15%
SRL
528
Scientech Research LLC
New Jersey
$223K -$282K -6,495 -52%
MIA
529
MeadowBrook Investment Advisors
Michigan
$222K +$7.81K +180 +3%
ACM
530
Aster Capital Management
United Arab Emirates
$222K +$257K +5,927 +4,204%
SFA
531
Sequoia Financial Advisors
Ohio
$221K +$17.8K +410 +7%
MFG
532
Merit Financial Group
Georgia
$220K -$84.7K -1,951 -24%
PWM
533
Purus Wealth Management
California
$219K +$14.3K +330 +6%
VCP
534
Verus Capital Partners
Arizona
$218K +$260K +5,979 New
AG
535
AlTi Global
New York
$218K
FIA
536
Foundations Investment Advisors
Arizona
$217K +$258K +5,953 New
CWM
537
Connecticut Wealth Management
Connecticut
$216K +$257K +5,927 New
VFA
538
Valeo Financial Advisors
Indiana
$216K +$52.1K +1,201 +25%
A
539
AlphaQuest
New York
$215K -$130K -2,988 -34%
YCM
540
Yousif Capital Management
Michigan
$215K +$8.38K +193 +3%
WCA
541
Westover Capital Advisors
Delaware
$210K -$3.04K -70 -1%
GIM
542
Glenmede Investment Management
Pennsylvania
$207K -$22.9K -527 -9%
GWM
543
GDS Wealth Management
Texas
$207K +$246K +5,664 New
AC
544
AXQ Capital
New Jersey
$206K +$245K +5,640 New
GWMR
545
GC Wealth Management RIA
Massachusetts
$205K +$21.2K +488 +10%
CCM
546
Coldstream Capital Management
Washington
$203K +$13.1K +302 +6%
IWN
547
Independent Wealth Network
Iowa
$202K -$39K -899 -14%
Baird Financial Group
548
Baird Financial Group
Wisconsin
$202K +$2.43K +56 +1%
NPT
549
National Philanthropic Trust
Pennsylvania
$202K -$194K -4,475 -45%
MFS
550
Mirabella Financial Services
United Kingdom
$201K -$796K -18,335 -77%