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Name Holding Trade Value Shares
Change
Change in
Stake
ST
1051
Smithfield Trust
Pennsylvania
$266K +$13.6K +45 +5%
AR
1052
Altar Rock
New York
$266K +$271K +897 New
CL
1053
CSS LLC
Illinois
$263K +$269K +890 New
AFM
1054
Abbot Financial Management
Massachusetts
$262K – – –
GFG
1055
Goldstone Financial Group
Illinois
$262K – – –
SCA
1056
Sandy Cove Advisors
Massachusetts
$262K -$1.21K -4 -0.5%
CI Investments Inc
1057
CI Investments Inc
Ontario, Canada
$260K +$25.7K +85 +11%
EPIM
1058
Evelyn Partners Investment Management
$260K – – –
LFAS
1059
Level Four Advisory Services
Texas
$259K -$4.54K -15 -2%
GCM
1060
Genus Capital Management
British Columbia, Canada
$259K -$576K -1,904 -69%
CGA
1061
Crescent Grove Advisors
Illinois
$258K – – –
FMLI
1062
Fukoku Mutual Life Insurance
Japan
$257K -$41.8K -138 -14%
SPWG
1063
Sage Private Wealth Group
Illinois
$256K +$8.77K +29 +3%
BLC
1064
Brown, Lisle/Cummings
Rhode Island
$255K – – –
FFP
1065
FourThought Financial Partners
Florida
$255K -$11.5K -38 -4%
PWA
1066
Physician Wealth Advisors
Utah
$252K +$6.05K +20 +2%
CT
1067
Caldwell Trust
Florida
$251K -$303 -1 -0.1%
IWC
1068
Integrated Wealth Concepts
Massachusetts
$248K -$1.05M -3,475 -81%
ITG
1069
Index Technologies Group
New York
$248K +$254K +839 New
IA
1070
Integrity Alliance
Iowa
$247K +$253K +835 New
SWM
1071
Sagace Wealth Management
Florida
$246K +$1.81K +6 +0.7%
MC
1072
Matters Capital
Florida
$246K +$251K +830 New
SC
1073
Slow Capital
California
$244K -$8.69M -28,727 -97%
JTWM
1074
Jackson Thornton Wealth Management
Alabama
$242K +$250K +827 New
PFS
1075
Prospera Financial Services
Texas
$242K +$27.2K +90 +12%