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Name Holding Trade Value Shares
Change
Change in
Stake
NP
801
NorthRock Partners
Minnesota
$209K +$217K +1,753 New
FAFN
802
First Affirmative Financial Network
Colorado
$207K -$10.4K -84 -5%
SWA
803
Stratos Wealth Advisors
Ohio
$206K +$372 +3 +0.2%
BC
804
Bridgefront Capital
Texas
$205K +$213K +1,719 New
NFG
805
Nations Financial Group
Iowa
$205K +$212K +1,713 New
CWM
806
Chemistry Wealth Management
New York
$205K +$212K +1,712 New
NA
807
Navellier & Associates
Nevada
$204K +$206K +1,664 New
AG
808
AlTi Global
New York
$203K -$28.5K -230 -12%
IC
809
Iconiq Capital
California
$201K +$209K +1,685 New
OF
810
Optimize Financial
California
$201K +$209K +1,685 New
LIM
811
Leavell Investment Management
Alabama
$201K +$209K +1,684 New
MSF
812
Mustard Seed Financial
Arkansas
$201K +$209K +1,683 New
S
813
Sachetta
Massachusetts
$199K -$46.6K -376 -18%
FNWM
814
Financial Network Wealth Management
Utah
$191K +$198K +1,600 New
AA
815
Addison Advisors
Vermont
$180K +$5.7K +46 +3%
CIAM
816
Caitong International Asset Management
Hong Kong
$177K +$183K +1,479 New
CBT
817
Crews Bank & Trust
Florida
$173K
LSA
818
Leonteq Securities AG
Switzerland
$172K +$19.2K +155 +12%
NSIM
819
North Star Investment Management
Illinois
$167K -$40.3K -325 -19%
LC
820
Lindbrook Capital
California
$165K +$109K +876 +173%
P8IP
821
Pier 88 Investment Partners
California
$164K -$389K -3,135 -70%
QL
822
Quarry LP
New York
$163K +$127K +1,026 +304%
AIM
823
Anchor Investment Management
South Carolina
$160K
Kayne Anderson Rudnick Investment Management
824
Kayne Anderson Rudnick Investment Management
California
$151K
TFM
825
TFC Financial Management
Massachusetts
$151K +$22.2K +179 +17%