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Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
401
Brown Advisory
Maryland
$442K -$50.2K -728 -11%
NA
402
NewEdge Advisors
Louisiana
$439K +$22.5K +326 +6%
PA
403
Prossimo Advisors
California
$439K +$965 +14 +0.2%
PTC
404
Petrus Trust Company
Texas
$438K -$669K -9,700 -62%
IWM
405
IHT Wealth Management
Illinois
$433K +$2.07K +30 +0.5%
HWM
406
HB Wealth Management
Georgia
$433K +$148K +2,146 +57%
FCBT
407
First Citizens Bank & Trust
North Carolina
$429K +$44.9K +651 +12%
GT
408
Glenview Trust
Kentucky
$428K
AWM
409
Aries Wealth Management
Maine
$427K
CIBC Asset Management
410
CIBC Asset Management
Ontario, Canada
$426K +$19.8K +287 +5%
GWSG
411
GPS Wealth Strategies Group
Colorado
$425K -$402K -5,836 -50%
LSA
412
Lion Street Advisors
Texas
$420K
WIA
413
Wetzel Investment Advisors
Indiana
$416K -$34.5K -500 -8%
FTWA
414
Fifth Third Wealth Advisors
Ohio
$415K
XT
415
XTX Topco
Cayman Islands
$414K +$391K +5,669 New
MWC
416
MBM Wealth Consultants
Missouri
$408K +$14.4K +209 +4%
S
417
SharpePoint
Arizona
$402K +$379K +5,501 New
Envestnet Portfolio Solutions
418
Envestnet Portfolio Solutions
Illinois
$401K +$59.3K +860 +19%
CPIG
419
Chicago Partners Investment Group
Illinois
$393K +$30.6K +444 +9%
NWAG
420
Net Worth Advisory Group
Utah
$392K +$4.34K +63 +1%
LA
421
Lane & Associates
New Jersey
$392K -$5.17K -75 -1%
WS
422
Wedbush Securities
California
$390K +$369K +5,346 New
JMFC
423
J.M. Forbes & Co
Massachusetts
$389K +$367K +5,320 New
Lido Advisors
424
Lido Advisors
California
$388K +$69 +1 +0%
Verition Fund Management
425
Verition Fund Management
Connecticut
$386K -$2.12M -30,782 -85%