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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
476
IHT Wealth Management
Illinois
$223K +$204K +2,552 New
SLG
477
Stanley-Laman Group
Pennsylvania
$220K +$202K +2,519 New
IA
478
IFG Advisors
Missouri
$220K +$201K +2,514 New
LFA
479
Legacy Financial Advisors
Kentucky
$220K +$201K +2,511 New
CB
480
Community Bank
New York
$218K
Brown Advisory
481
Brown Advisory
Maryland
$217K +$199K +2,483 New
WG
482
Welch Group
Alabama
$215K +$197K +2,460 New
VF
483
Virtu Financial
New York
$215K +$197K +2,457 New
BFW
484
Brady Family Wealth
Missouri
$215K +$197K +2,458 New
MIM
485
Morningstar Investment Management
Illinois
$213K +$196K +2,446 New
CFO
486
CVA Family Office
Colorado
$212K +$1.84K +23 +1%
PIN
487
Prudent Investors Network
California
$211K +$193K +2,413 New
KNFPWM
488
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$210K +$192K +2,400 New
SMA
489
Sage Mountain Advisors
Georgia
$210K +$192K +2,398 New
XT
490
XTX Topco
Cayman Islands
$209K -$228K -2,841 -54%
WWP
491
WR Wealth Planners
Missouri
$208K -$7.45K -93 -4%
SBIA
492
Sheaff Brock Investment Advisors
Indiana
$206K +$189K +2,353 New
LSAG
493
Lake Street Advisors Group
New Hampshire
$206K +$188K +2,352 New
QCG
494
Quadrant Capital Group
Ohio
$206K -$15.4K -192 -8%
RBC
495
Romano Brothers & Co
Illinois
$204K +$187K +2,331 New
FAM
496
Formidable Asset Management
Ohio
$202K +$185K +2,306 New
MMG
497
Monetary Management Group
Missouri
$198K
MPWT
498
MassMutual Private Wealth & Trust
Connecticut
$196K +$18.1K +226 +11%
DB
499
Danske Bank
Denmark
$192K
RAM
500
Ramirez Asset Management
New York
$189K