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Name Holding Trade Value Shares
Change
Change in
Stake
QP
476
Quilter Plc
United Kingdom
$784K -$821K -2,464 -55%
NIA
477
NIA Impact Advisors
California
$780K +$2.33K +7 +0.3%
LC
478
Lindbrook Capital
California
$780K +$72.9K +219 +12%
SW
479
SteelPeak Wealth
California
$775K +$108K +324 +19%
KPWS
480
Kestra Private Wealth Services
Texas
$774K -$275K -827 -29%
PAS
481
Park Avenue Securities
New York
$774K +$113K +338 +20%
NFG
482
Next Financial Group
Texas
$767K -$85.9K -258 -12%
Cerity Partners
483
Cerity Partners
New York
$763K +$124K +373 +23%
YWP
484
YorkBridge Wealth Partners
New York
$749K +$1.33K +4 +0.2%
MSA
485
Marino Stram & Associates
Massachusetts
$749K +$645K +1,936 New
OA
486
Oxbow Advisors
Texas
$747K -$56.3K -169 -8%
FFA
487
First Foundation Advisors
California
$744K +$15.3K +46 +2%
EMG
488
ETF Managers Group
New Jersey
$735K -$1.08M -3,236 -63%
BAIA
489
Bel Air Investment Advisors
California
$733K +$274K +824 +77%
BIAS
490
Beacon Investment Advisory Services
New Jersey
$730K +$210K +630 +50%
AAM
491
Advisors Asset Management
Colorado
$730K +$217K +653 +53%
WAP
492
Wealthcare Advisory Partners
Pennsylvania
$726K +$89.9K +270 +17%
Brown Advisory
493
Brown Advisory
Maryland
$722K +$76.6K +230 +14%
VFA
494
Valeo Financial Advisors
Indiana
$721K -$11.7K -35 -2%
CI
495
Cavalier Investments
Georgia
$720K
HFP
496
Holistic Financial Partners
Indiana
$709K -$1.33K -4 -0.2%
XT
497
XTX Topco
Cayman Islands
$709K +$610K +1,832 New
OPW
498
Oxler Private Wealth
New York
$706K +$99.9K +300 +20%
HI
499
Harbour Investments
Wisconsin
$703K -$122K -367 -17%
BCA
500
Bay Colony Advisors
Massachusetts
$701K +$12.7K +38 +2%