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Name Holding Trade Value Shares
Change
Change in
Stake
HFP
501
Holistic Financial Partners
Indiana
$709K -$1.33K -4 -0.2%
XT
502
XTX Topco
Cayman Islands
$709K +$610K +1,832 New
OPW
503
Oxler Private Wealth
New York
$706K +$99.9K +300 +20%
HI
504
Harbour Investments
Wisconsin
$703K -$122K -367 -17%
BCA
505
Bay Colony Advisors
Massachusetts
$701K +$12.7K +38 +2%
SWA
506
Stratos Wealth Advisors
Ohio
$701K +$141K +423 +30%
C
507
Certuity
Florida
$695K -$292K -877 -33%
MMG
508
Monetary Management Group
Missouri
$692K -$8.33K -25 -1%
NFSG
509
Newbridge Financial Services Group
Florida
$689K -$33.3K -100 -5%
FDCDDQ
510
Federation des caisses Desjardins du Quebec
Quebec, Canada
$688K -$251K -755 -30%
HSA
511
HBK Sorce Advisory
Pennsylvania
$687K -$296K -890 -33%
SBIA
512
Sheaff Brock Investment Advisors
Indiana
$675K -$58.3K -175 -9%
RPC
513
Rossmore Private Capital
Connecticut
$673K – – –
MIC
514
Means Investment Company
Maine
$666K +$33.3K +100 +6%
CCP
515
Corient Capital Partners
California
$666K +$128K +384 +29%
BO
516
BRR OpCo
Ohio
$658K -$25K -75 -4%
JWCA
517
J.W. Cole Advisors
Florida
$650K +$12K +36 +2%
LOAMS
518
Lombard Odier Asset Management (Switzerland)
Switzerland
$645K +$275K +827 +99%
LMAM
519
Legg Mason Asset Management
Japan
$637K -$49K -147 -8%
UR
520
USCA RIA
Texas
$635K -$76.6K -230 -12%
Verition Fund Management
521
Verition Fund Management
Connecticut
$634K +$316K +950 +138%
Vanguard Personalized Indexing Management
522
Vanguard Personalized Indexing Management
California
$620K +$29K +87 +6%
CI
523
Cigna Investments
Connecticut
$618K +$82.9K +249 +18%
WAS
524
WESPAC Advisors SoCal
California
$599K +$666 +2 +0.1%
AAM
525
Azzad Asset Management
Virginia
$599K +$42K +126 +9%