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Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Clearstead Advisors
Ohio
$563K +$253K +3,049 +94%
NA
402
NewEdge Advisors
Louisiana
$557K +$48.5K +585 +10%
XT
403
XTX Topco
Cayman Islands
$555K -$1.41M -17,070 -73%
NAS
404
Nykredit A/S
Denmark
$553K +$513K +6,189 New
DWT
405
Dorsey & Whitney Trust
South Dakota
$548K +$83 +1 +0%
VAS
406
Vestmark Advisory Solutions
Massachusetts
$546K +$506K +6,111 New
BBHC
407
Brown Brothers Harriman & Co
New York
$544K
PG
408
Patten Group
Tennessee
$532K
IAMOG
409
Investors Asset Management of Georgia
Georgia
$532K +$331 +4 +0.1%
GT
410
Glenview Trust
Kentucky
$527K
MYIA
411
Mount Yale Investment Advisors
Colorado
$526K +$488K +5,883 New
MIC
412
Means Investment Company
Maine
$520K +$1.91K +23 +0.4%
AWA
413
Arkadios Wealth Advisors
Georgia
$515K +$24.9K +300 +5%
AWM
414
Aries Wealth Management
Maine
$513K
AP
415
Anchyra Partners
Georgia
$506K +$135K +1,635 +41%
TCM
416
TD Capital Management
Tennessee
$506K
QCG
417
Quadrant Capital Group
Ohio
$503K +$40.5K +489 +10%
AF
418
Allworth Financial
California
$500K +$121K +1,455 +35%
CFG
419
Citizens Financial Group
Rhode Island
$493K +$457K +5,514 New
S
420
SharpePoint
Arizona
$486K
CBU
421
CIBC Bancorp USA
Illinois
$485K +$50.9K +614 +13%
RS
422
R Squared
Hong Kong
$481K -$2.24K -27 -0.5%
QC
423
Quent Capital
New York
$479K +$4.23K +51 +1%
AFG
424
Atomi Financial Group
New York
$473K +$51K +615 +13%
ECSS
425
Eurizon Capital SGR SpA
$472K +$182K +2,191 +71%