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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
376
Mirabella Financial Services
United Kingdom
$270K +$284K +8,111 New
AWM
377
Accurate Wealth Management
Florida
$264K -$48.2K -1,378 -14%
Lazard Asset Management
378
Lazard Asset Management
New York
$263K -$5.54M -158,616 -95%
EF
379
Empowered Funds
Pennsylvania
$262K +$275K +7,871 New
GRP
380
Global Retirement Partners
California
$259K +$112K +3,206 +70%
CW
381
CreativeOne Wealth
Kansas
$256K +$524 +15 +0.2%
FM
382
Family Management
New York
$251K +$264K +7,551 New
BWCS
383
Beirne Wealth Consulting Services
Connecticut
$251K +$15.4K +440 +6%
FTWA
384
Fifth Third Wealth Advisors
Ohio
$250K +$3.71K +106 +1%
CCM
385
Coldstream Capital Management
Washington
$250K +$263K +7,519 New
BP
386
Ballentine Partners
Massachusetts
$250K +$7.79K +223 +3%
ECM
387
Evergreen Capital Management
Washington
$247K +$258K +7,390 New
ECA
388
Elevated Capital Advisors
Utah
$244K +$256K +7,322 New
Group One Trading
389
Group One Trading
Illinois
$241K +$253K +7,237 New
DC
390
Davenport & Co
Virginia
$240K +$4.02K +115 +2%
C
391
Covestor
United Kingdom
$238K +$17K +485 +7%
EI
392
Ellevest Inc
New York
$235K +$247K +7,067 New
SFC
393
SYM Financial Corp
Indiana
$235K -$1.26K -36 -0.5%
HTC
394
Haverford Trust Company
Pennsylvania
$233K -$2.13K -61 -0.9%
RDWM
395
Red Door Wealth Management
Tennessee
$232K
AFG
396
Atomi Financial Group
New York
$232K +$44.7K +1,280 +23%
SPC
397
Sigma Planning Corp
Michigan
$230K -$30.2K -865 -11%
S
398
SignatureFD
Georgia
$228K +$559 +16 +0.2%
PWM
399
Partnership Wealth Management
Maryland
$225K
LTAS
400
Linden Thomas Advisory Services
North Carolina
$222K -$2.24K -64 -1%