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Name Holding Trade Value Shares
Change
Change in
Stake
CFB
451
Cullen/Frost Bankers
Texas
$198K
JPWM
452
Jamison Private Wealth Management
Georgia
$178K +$159K +4,491 New
SWM
453
Spire Wealth Management
Virginia
$177K +$71.1K +2,010 +82%
CM
454
Caption Management
Oklahoma
$171K +$152K +4,307 New
UM
455
UniSuper Management
Australia
$162K
Northwestern Mutual Wealth Management
456
Northwestern Mutual Wealth Management
Wisconsin
$155K +$48.1K +1,361 +54%
BWP
457
Baldwin Wealth Partners
Massachusetts
$139K
IA
458
IFP Advisors
Florida
$131K +$104K +2,950 +838%
CAM
459
Close Asset Management
United Kingdom
$128K
Carson Wealth (CWM LLC)
460
Carson Wealth (CWM LLC)
Nebraska
$127K +$91.7K +2,592 +417%
FPFS
461
First Personal Financial Services
North Carolina
$110K -$10.6K -300 -10%
QCG
462
Quadrant Capital Group
Ohio
$110K -$8.7K -246 -8%
SAM
463
S.A. Mason
Michigan
$109K -$3.54K -100 -4%
AWM
464
Avior Wealth Management
Nebraska
$104K
C
465
Covestor
United Kingdom
$99K +$88K +2,489 New
AIM
466
Anchor Investment Management
South Carolina
$95.4K +$14.4K +406 +20%
Group One Trading
467
Group One Trading
Illinois
$88.2K -$425K -12,005 -84%
HI
468
Harbour Investments
Wisconsin
$83K -$13.3K -377 -15%
TWP
469
TFO Wealth Partners
Ohio
$82K
Fifth Third Bancorp
470
Fifth Third Bancorp
Ohio
$80.9K +$6.9K +195 +11%
MA
471
Montag & Associates
Georgia
$71.4K
Walleye Trading
472
Walleye Trading
New York
$69.7K +$62.2K +1,758 New
Mitsubishi UFJ Trust & Banking
473
Mitsubishi UFJ Trust & Banking
Japan
$67.5K +$3.54K +100 +6%
IUHSA
474
Itau Unibanco Holding S.A.
Brazil
$66.4K -$37.3K -1,054 -39%
BWL
475
Bogart Wealth LLC
Virginia
$65.9K