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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
551
Dakota Wealth Management
Florida
$513K +$1.5K +15 +0.3%
XT
552
XTX Topco
Cayman Islands
$511K +$446K +4,471 New
JSW
553
Journey Strategic Wealth
New Jersey
$510K -$499 -5 -0.1%
RBC
554
Romano Brothers & Co
Illinois
$506K -$7.49K -75 -2%
FAM
555
Fred Alger Management
New York
$506K – – –
KC
556
Kepos Capital
New York
$505K +$38.2K +383 +10%
BC
557
Barrett & Company
Rhode Island
$502K +$299 +3 +0.1%
GPA
558
Garrison Point Advisors
California
$497K +$59.9K +600 +16%
FG
559
Foresight Group
United Kingdom
$497K +$434K +4,344 New
DC
560
DeDora Capital
California
$496K +$13.3K +133 +3%
AIA
561
Angeles Investment Advisors
California
$495K – – –
S
562
SignatureFD
Georgia
$493K -$11K -110 -2%
EW
563
Evexia Wealth
Wisconsin
$481K +$7.09K +71 +2%
LA
564
LVW Advisors
New York
$471K +$411K +4,121 New
FIA
565
Foundations Investment Advisors
Arizona
$471K +$407K +4,083 New
TCM
566
Telos Capital Management
California
$469K -$32.2K -323 -7%
WI
567
Wahed Invest
New York
$463K +$30.1K +302 +8%
AP
568
AtonRa Partners
Switzerland
$458K +$9.08K +91 +2%
AIM
569
Aquila Investment Management
New York
$457K – – –
Lido Advisors
570
Lido Advisors
California
$455K +$77.6K +778 +24%
JCM
571
Jacobi Capital Management
Pennsylvania
$453K -$1.2K -12 -0.3%
SP
572
Symmetry Partners
Connecticut
$452K – – –
BFG
573
Bleakley Financial Group
New Jersey
$452K +$15K +150 +4%
SS
574
Simplicity Solutions
Minnesota
$452K +$15K +150 +4%
PCA
575
Pallas Capital Advisors
Massachusetts
$449K +$1.1K +11 +0.3%