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Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
851
Marks Group Wealth Management
Minnesota
$2.13M +$60.3K +1,670 +3%
MNBTD
852
Moody National Bank Trust Division
Texas
$2.11M +$10.4K +287 +0.5%
FFA
853
Farther Finance Advisors
California
$2.11M -$173K -4,806 -8%
FTF
854
Freedom Together Foundation
New York
$2.1M – – –
AIM
855
Aigen Investment Management
New York
$2.09M +$2.05M +56,747 New
HH
856
Hilltop Holdings
Texas
$2.09M +$654K +18,140 +47%
CA
857
CGN Advisors
Kansas
$2.09M +$96.5K +2,674 +5%
GF
858
Gries Financial
Ohio
$2.08M -$166K -4,599 -8%
AWA
859
Arete Wealth Advisors
Illinois
$2.07M +$210K +5,821 +12%
IWM
860
Iams Wealth Management
Nebraska
$2.05M +$287K +7,950 +17%
4WM
861
44 Wealth Management
Oregon
$2.04M -$89.4K -2,478 -4%
TCWA
862
Turtle Creek Wealth Advisors
Texas
$2.03M -$594K -16,475 -23%
JSSH
863
J. Safra Sarasin Holding
$2.03M +$667K +18,476 +51%
CIA
864
Capital Investment Advisors
Georgia
$2.03M +$167K +4,630 +9%
RHDIC
865
R.H. Dinel Investment Counsel
California
$2.02M – – –
SG
866
StoneX Group
New York
$2.02M +$128K +3,561 +7%
PCIA
867
Prime Capital Investment Advisors
Kansas
$2.01M +$231K +6,413 +13%
SWM
868
Sendero Wealth Management
Texas
$2.01M +$440K +12,198 +29%
Koshinski Asset Management
869
Koshinski Asset Management
Illinois
$2.01M +$439K +12,162 +29%
SP
870
Stonebrook Private
Michigan
$2M -$10.1K -281 -0.5%
VCA
871
Verdence Capital Advisors
Maryland
$2M -$93.6K -2,593 -5%
MC
872
Moors & Cabot
Massachusetts
$2M +$11.2K +310 +0.6%
PA
873
PFW Advisors
Georgia
$2M +$1.56M +43,258 +398%
SWM
874
Scissortail Wealth Management
Oklahoma
$1.99M +$769K +21,300 +65%
MME
875
Meag Munich Ergo
Germany
$1.99M -$2.25M -62,421 -54%