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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
451
Stratos Wealth Partners
Ohio
$224K +$6.85K +166 +3%
AWA
452
Arkadios Wealth Advisors
Georgia
$222K -$3.75K -91 -2%
RIL
453
Rothschild Investment LLC
Illinois
$220K -$29.1K -706 -12%
PFM
454
Patton Fund Management
Texas
$218K +$8.91K +216 +4%
Focus Partners Wealth
455
Focus Partners Wealth
Massachusetts
$217K -$228K -5,516 -51%
MLL
456
Moody Lynn & Lieberson
Massachusetts
$217K -$1.65K -40 -0.8%
KWM
457
Kingsview Wealth Management
Oregon
$217K -$45.3K -1,098 -17%
IMC Chicago
458
IMC Chicago
Illinois
$216K -$41.9K -1,015 -16%
PWP
459
Principle Wealth Partners
Connecticut
$212K +$210K +5,084 New
MNBTD
460
Moody National Bank Trust Division
Texas
$211K +$44.1K +1,069 +27%
SC
461
Syon Capital
California
$211K +$84.7K +2,054 +68%
WA
462
Waddell & Associates
Tennessee
$208K +$206K +4,989 New
KeyBank National Association
463
KeyBank National Association
Ohio
$204K +$48.6K +1,178 +32%
HWM
464
Hohimer Wealth Management
Washington
$203K -$16.7K -406 -8%
JSW
465
Journey Strategic Wealth
New Jersey
$201K +$199K +4,819 New
PA
466
Procyon Advisors
Connecticut
$199K +$8.58K +208 +5%
AWM
467
Apollon Wealth Management
South Carolina
$196K +$51K +1,236 +36%
S
468
SignatureFD
Georgia
$195K +$63.2K +1,532 +49%
S
469
Sunpointe
Missouri
$192K – – –
IWM
470
IHT Wealth Management
Illinois
$190K -$29.8K -722 -14%
GAM
471
Groupama Asset Management
France
$189K -$19.4K -471 -9%
CSB
472
City State Bank
Iowa
$188K – – –
SP
473
SmartHarvest Portfolios
Washington
$188K +$186K +4,510 New
JF
474
Jump Financial
Illinois
$187K -$233K -5,659 -56%
OWP
475
ORG Wealth Partners
Texas
$184K +$92.4K +2,240 +103%