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Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
501
Wolverine Trading
Illinois
$377K +$249K +2,602 +155%
YMRC
502
Yorktown Management & Research Company
Virginia
$371K – – –
Cerity Partners
503
Cerity Partners
New York
$361K +$55.5K +579 +16%
JSW
504
Journey Strategic Wealth
New Jersey
$359K +$5.27K +55 +1%
DTL
505
Dynamic Technology Lab
Singapore
$354K -$843K -8,803 -68%
BL
506
Balentine LLC
Georgia
$354K +$398K +4,152 New
PFS
507
Prospera Financial Services
Texas
$353K -$1.25K -13 -0.3%
CWM
508
Circle Wealth Management
New Jersey
$353K – – –
MCM
509
McRae Capital Management
New Jersey
$342K +$479 +5 +0.1%
LWCFA
510
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$341K -$3.45K -36 -0.9%
MIM
511
Merrion Investment Management
New Jersey
$341K – – –
PP
512
Prudential plc
United Kingdom
$333K +$374K +3,903 New
AWS
513
Atria Wealth Solutions
New York
$333K +$375K +3,911 New
HCMG
514
Howard Capital Management Group
California
$330K -$19.1K -199 -5%
CF
515
Centaurus Financial
California
$330K – – –
MCCP
516
Mission Creek Capital Partners
California
$330K – – –
BPCE
517
Bank Pictet & Cie (Europe)
Germany
$328K -$215K -2,249 -37%
AF
518
Allworth Financial
California
$326K +$43.8K +457 +14%
DGAM
519
Desjardins Global Asset Management
Quebec, Canada
$325K -$16.3K -170 -4%
WG
520
Welch Group
Alabama
$324K – – –
FTDI
521
First Trust Direct Indexing
Massachusetts
$324K +$49.6K +518 +16%
XT
522
XTX Topco
Cayman Islands
$320K +$360K +3,759 New
MBT
523
Montecito Bank & Trust
California
$315K -$1.24M -12,932 -78%
WP
524
WealthPLAN Partners
Nebraska
$309K – – –
WIM
525
WealthPlan Investment Management
Nebraska
$309K +$368K +3,838 New