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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
401
Forum Financial Management
Illinois
$753K +$43.1K +405 +7%
STA
402
Summit Trail Advisors
New York
$751K -$25.4K -239 -4%
QI
403
Qtron Investments
Massachusetts
$746K +$638K +5,996 New
FRA
404
Frank Rimerman Advisors
California
$743K +$2.87K +27 +0.5%
OC
405
Oppenheimer & Co
New York
$735K +$30.6K +288 +5%
EOJOAM
406
E. Ohman J:or Asset Management
Sweden
$721K -$171K -1,604 -22%
AWS
407
Atria Wealth Solutions
New York
$721K +$622K +5,851 New
PFS
408
Prospera Financial Services
Texas
$719K +$18.1K +170 +3%
NA
409
NewEdge Advisors
Louisiana
$718K +$196K +1,841 +47%
SF
410
Synovus Financial
Georgia
$713K +$610K +5,734 New
Jones Financial Companies
411
Jones Financial Companies
Missouri
$709K +$91.5K +861 +18%
CAM
412
Cresset Asset Management
Illinois
$708K -$356K -3,344 -37%
AF
413
Allworth Financial
California
$700K +$443K +4,169 +286%
FIM
414
Freedom Investment Management
Connecticut
$688K -$119K -1,121 -17%
Bank of Nova Scotia
415
Bank of Nova Scotia
Ontario, Canada
$673K -$2.86M -26,926 -83%
PWM
416
Palacios Wealth Management
Florida
$671K -$4.36K -41 -0.8%
AWM
417
Avior Wealth Management
Nebraska
$669K -$4.36K -41 -0.8%
QIM
418
Quantitative Investment Management
Virginia
$663K -$2.27M -21,323 -80%
AT
419
American Trust
Kentucky
$662K +$566K +5,321 New
VanEck Associates
420
VanEck Associates
New York
$660K +$27.6K +260 +5%
SIM
421
Spark Investment Management
New York
$647K
PAS
422
Point72 Asia (Singapore)
Singapore
$643K +$209K +1,969 +61%
PAG
423
Private Advisor Group
New Jersey
$641K +$71.7K +674 +15%
D.E. Shaw & Co
424
D.E. Shaw & Co
New York
$631K -$101M -950,065 -99%
MFG
425
Merit Financial Group
Georgia
$626K +$58.1K +546 +12%