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Name Holding Trade Value Shares
Change
Change in
Stake
WC
601
Wynn Capital
Georgia
$305K
IWC
602
Integrated Wealth Concepts
Massachusetts
$305K -$520K -2,485 -61%
VFA
603
Valeo Financial Advisors
Indiana
$303K -$88.5K -423 -21%
AC
604
AXQ Capital
New Jersey
$302K +$326K +1,556 New
PL
605
Plancorp LLC
Missouri
$300K -$11.3K -54 -3%
PA
606
Parallel Advisors
California
$299K -$91.4K -437 -22%
CIBC Private Wealth Group
607
CIBC Private Wealth Group
Georgia
$297K -$217K -1,039 -40%
BP
608
Ballentine Partners
Massachusetts
$296K -$378K -1,805 -54%
AIIMS
609
Analyst IMS Investment Management Services
Israel
$296K
DMBA
610
Deseret Mutual Benefit Administrators
Utah
$296K +$209 +1 +0.1%
MAS
611
Meeder Advisory Services
Ohio
$295K -$89.8K -429 -22%
PFBT
612
Parkside Financial Bank & Trust
Missouri
$293K -$11.9K -57 -4%
CIA
613
Choate Investment Advisors
Massachusetts
$292K -$7.53K -36 -2%
SACTSONJ
614
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$291K
CI
615
Cigna Investments
Connecticut
$289K -$6.28K -30 -2%
MFGM
616
Marshall Financial Group (Maryland)
Maryland
$287K +$310K +1,480 New
NB
617
Nicolet Bankshares
Wisconsin
$286K -$17.4K -83 -5%
WB
618
WesBanco Bank
West Virginia
$283K
KPWS
619
Kestra Private Wealth Services
Texas
$279K -$408K -1,952 -58%
LS
620
Livforsakringsbolaget Skandia
Sweden
$277K +$251K +1,200 +522%
CA
621
Clearstead Advisors
Ohio
$275K -$7.74K -37 -3%
AG
622
AIA Group
Hong Kong
$274K +$28.2K +135 +11%
VEA
623
Virtus ETF Advisers
New York
$273K
NP
624
NorthRock Partners
Minnesota
$273K -$39.5K -189 -12%
PTP
625
Platform Technology Partners
New York
$272K -$3.98K -19 -1%