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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
451
CVA Family Office
Colorado
$98K
SSG
452
Summit Securities Group
New York
$92K
UB
453
UMB Bank
Missouri
$90K -$10.6K -219 -9%
IBOK
454
Independence Bank of Kentucky
Kentucky
$87K
SC
455
SouthState Corp
Florida
$85K -$14.6K -300 -13%
FHA
456
First Horizon Advisors
Tennessee
$85K
BFEC
457
Benjamin F. Edwards & Company
Missouri
$85K +$13.6K +279 +16%
MWC
458
MBM Wealth Consultants
Missouri
$85K +$90.9K +1,870 +3,740%
PPWM
459
PFG Private Wealth Management
Florida
$84K
First Manhattan
460
First Manhattan
New York
$83K
HPC
461
HM Payson & Co
Maine
$82K
KFI
462
Key Financial Inc
Pennsylvania
$82K
GRP
463
Global Retirement Partners
California
$78K -$12.3K -254 -13%
BLC
464
Brown, Lisle/Cummings
Rhode Island
$75.5K
NIM
465
NuWave Investment Management
New Jersey
$70K -$39.6K -815 -33%
AF
466
Advisornet Financial
Minnesota
$63K -$70.2K -1,445 -49%
WB
467
Webster Bank
Connecticut
$63K
LS
468
Leelyn Smith
Illinois
$60K -$5.34K -110 -7%
BTI
469
Blue Trust Inc
Georgia
$56K +$10.9K +225 +25%
LTI
470
Laffer Tengler Investments
Tennessee
$55.8K
GWMI
471
Guardian Wealth Management (Illinois)
Illinois
$55K -$194 -4 -0.3%
CLOS
472
Compagnie Lombard Odier SCmA
Switzerland
$54K
APC
473
Aspire Private Capital
North Carolina
$50K -$5K -103 -8%
LC
474
Lindbrook Capital
California
$48K +$17.4K +359 +46%
WFA
475
Wipfli Financial Advisors
Wisconsin
$48K +$54.6K +1,124 New