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Name Holding Trade Value Shares
Change
Change in
Stake
CG
651
Colony Group
Massachusetts
$206K -$24K -97 -10%
BCPWM
652
Bradley & Co Private Wealth Management
Florida
$202K +$201K +813 New
S
653
SignatureFD
Georgia
$201K +$44K +178 +28%
EW
654
Evoke Wealth
California
$193K +$191K +775 New
IAIM
655
International Assets Investment Management
Florida
$184K +$96.8K +392 +108%
WWM
656
Wolff Wiese Magana
California
$179K +$13.6K +55 +8%
CA
657
Clearstead Advisors
Ohio
$175K +$3.71K +15 +2%
GAM
658
Grandview Asset Management
Pennsylvania
$171K -$76.6K -310 -31%
QCG
659
Quadrant Capital Group
Ohio
$167K +$26.4K +107 +19%
MGI
660
MayTech Global Investments
New York
$152K -$9.55M -38,661 -98%
FMT
661
First Mercantile Trust
Tennessee
$152K -$35.6K -144 -19%
FHA
662
First Horizon Advisors
Tennessee
$145K +$73.1K +296 +102%
Capstone Investment Advisors
663
Capstone Investment Advisors
New York
$136K +$135K +547 New
MSE
664
MUFG Securities EMEA
United Kingdom
$136K +$135K +548 New
SFSIG
665
San Francisco Sentry Investment Group
California
$125K – – –
SBL
666
Sargent Bickham Lagudis
Colorado
$121K -$6.92K -28 -5%
PWM
667
Prentice Wealth Management
New York
$116K +$116K +468 New
NFG
668
Next Financial Group
Texas
$115K -$741 -3 -0.6%
HWM
669
HighMark Wealth Management
Minnesota
$114K – – –
PCM
670
Penserra Capital Management
California
$109K -$2.06M -8,335 -95%
TFO
671
Tarbox Family Office
California
$101K – – –
VFA
672
Valeo Financial Advisors
Indiana
$101K +$741 +3 +0.7%
FRA
673
Front Row Advisors
California
$98K – – –
KFP
674
KB Financial Partners
New Jersey
$97K +$96.1K +389 New
AF
675
Advisornet Financial
Minnesota
$95K -$3.95K -16 -4%