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Name Holding Trade Value Shares
Change
Change in
Stake
IGAM
251
iA Global Asset Management
Quebec, Canada
$87K -$2.99K -198 -3%
CIAM
252
Caitong International Asset Management
Hong Kong
$86.2K +$83K +5,496 New
AssetMark Inc
253
AssetMark Inc
California
$84.5K +$1.13K +75 +1%
Jones Financial Companies
254
Jones Financial Companies
Missouri
$80.9K +$74.6K +4,939 +6,585%
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$78.8K -$7.07K -468 -9%
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$67.1K +$6.29K +416 +11%
BVC
257
Bright Valley Capital
Hong Kong
$62.7K -$3.11M -206,000 -98%
SIS
258
Sound Income Strategies
Florida
$61.7K +$59.4K +3,932 New
CF
259
Corebridge Financial
Texas
$61.3K
CA
260
CoreCap Advisors
Michigan
$58.9K +$56.7K +3,756 New
ACA
261
Atlas Capital Advisors
Wyoming
$55.9K +$15.8K +1,046 +41%
Optiver Holding
262
Optiver Holding
Netherlands
$51.6K +$49.7K +3,289 New
BIG
263
Brooklyn Investment Group
New York
$41.1K +$37.4K +2,475 +1,695%
WF
264
Wayfinding Financial
Washington
$35K +$34K +2,249 New
HNB
265
Huntington National Bank
Ohio
$33.9K -$11.7K -777 -26%
TPCW
266
TD Private Client Wealth
New York
$29.4K +$5.17K +342 +22%
LC
267
Lindbrook Capital
California
$24.9K +$2.1K +139 +10%
SSG
268
Summit Securities Group
New York
$23.9K +$23K +1,525 New
W
269
WealthCollab
Washington
$21.5K
HPC
270
HM Payson & Co
Maine
$20.5K
CFB
271
Cullen/Frost Bankers
Texas
$20K +$19.3K +1,275 New
PS
272
Principal Securities
Iowa
$18.4K
SPIA
273
Steward Partners Investment Advisory
New York
$15.7K
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$13.5K +$922 +61 +6%
BTI
275
Blue Trust Inc
Georgia
$13.3K -$393 -26 -3%