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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
576
Regal Investment Advisors
Michigan
$726K +$639K +1,842 New
WAP
577
Wealthcare Advisory Partners
Pennsylvania
$724K +$320K +923 +101%
SW
578
SVB Wealth
Massachusetts
$716K +$97.9K +282 +18%
HTC
579
Haverford Trust Company
Pennsylvania
$715K +$4.86K +14 +0.8%
WWM
580
Western Wealth Management
Colorado
$712K -$78.5K -226 -11%
FTDI
581
First Trust Direct Indexing
Massachusetts
$712K +$627K +1,806 New
PFG
582
PAX Financial Group
Texas
$702K -$24.6K -71 -4%
MOACM
583
Mutual of America Capital Management
New York
$698K -$210K -606 -26%
MGIA
584
Moneta Group Investment Advisors
Missouri
$697K +$10.8K +31 +2%
GA
585
Greytown Advisors
Florida
$697K +$21.2K +61 +4%
CMI
586
Clare Market Investments
Texas
$694K -$295K -850 -33%
BO
587
BRR OpCo
Ohio
$691K +$609K +1,753 New
SWP
588
Stratos Wealth Partners
Ohio
$689K -$34.7K -100 -5%
TCMNY
589
Thrive Capital Management (New York)
New York
$686K +$604K +1,741 New
CCIA
590
Cherry Creek Investment Advisors
Colorado
$685K +$603K +1,738 New
DAS
591
Dynamic Advisor Solutions
Arizona
$675K +$37.1K +107 +7%
MYAM
592
Meiji Yasuda Asset Management
Japan
$675K +$59K +170 +11%
CA
593
Clearstead Advisors
Ohio
$660K -$26K -75 -4%
TCM
594
Triumph Capital Management
Colorado
$649K +$601K +1,730 New
CCA
595
Column Capital Advisors
Indiana
$648K -$23.3K -67 -4%
Brown Advisory
596
Brown Advisory
Maryland
$636K -$7.68M -22,122 -93%
PFA
597
Paradigm Financial Advisors
Missouri
$633K +$15.6K +45 +3%
HMS
598
Hanseatic Management Services
New Mexico
$631K +$15.3K +44 +3%
IP
599
Interval Partners
New York
$621K -$911K -2,625 -63%
Simplex Trading
600
Simplex Trading
Illinois
$615K -$6.65M -19,143 -92%