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Name Holding Trade Value Shares
Change
Change in
Stake
IAM
201
Ion Asset Management
Israel
$888K +$835K +81,800 New
AWA
202
Arkadios Wealth Advisors
Georgia
$883K -$40K -3,920 -5%
GCP
203
GSA Capital Partners
United Kingdom
$879K +$16.4K +1,602 +2%
SWA
204
Stratos Wealth Advisors
Ohio
$875K +$57.1K +5,597 +7%
FRM
205
Fox Run Management
Connecticut
$863K +$811K +79,446 New
AllianceBernstein
206
AllianceBernstein
Tennessee
$860K +$1K +98 +0.1%
AFG
207
Atomi Financial Group
New York
$829K +$260K +25,499 +50%
XT
208
XTX Topco
Cayman Islands
$817K -$2.58M -252,303 -77%
CGIM
209
Capital Group Investment Management
Singapore
$816K +$45.2K +4,428 +6%
PHS
210
Pekin Hardy Strauss
Illinois
$809K -$106K -10,401 -12%
Corient Private Wealth
211
Corient Private Wealth
Florida
$780K +$734K +71,866 New
CCC
212
Chesapeake Capital Corp
Florida
$779K +$732K +71,712 New
EPAM
213
Euro Pacific Asset Management
Puerto Rico
$765K +$73.4K +7,194 +11%
EH
214
Equitable Holdings
New York
$755K +$24.8K +2,427 +4%
BCM
215
Barometer Capital Management
Ontario, Canada
$750K +$705K +69,100 New
PWM
216
Perigon Wealth Management
California
$742K +$18.4K +1,800 +3%
JSSH
217
J. Safra Sarasin Holding
$741K -$480K -47,000 -41%
QCG
218
Quadrant Capital Group
Ohio
$717K +$456K +44,688 +210%
IWC
219
Integrated Wealth Concepts
Massachusetts
$693K +$37.3K +3,656 +6%
RI
220
Ridgewood Investments
New Jersey
$684K +$323K +31,636 +52%
MWM
221
Moran Wealth Management
Florida
$677K +$35.6K +3,483 +6%
WHAM
222
Windmill Hill Asset Management
United Kingdom
$666K
VCP
223
Verus Capital Partners
Arizona
$666K +$325K +31,800 +108%
AG
224
Ascent Group
Virginia
$659K -$6.72K -658 -1%
Bank of New York Mellon
225
Bank of New York Mellon
New York
$656K -$38.8K -3,796 -6%