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Name Holding Trade Value Shares
Change
Change in
Stake
IB
801
Intrust Bank
Kansas
$245K
IA
802
IFP Advisors
Florida
$245K +$31.2K +800 +14%
CW
803
CreativeOne Wealth
Kansas
$244K +$1.95K +50 +0.8%
IA
804
Insight Advisors
Pennsylvania
$244K
MC
805
Moors & Cabot
Massachusetts
$240K
ADIM
806
Alpha DNA Investment Management
Maryland
$240K +$255K +6,550 New
PA
807
PFG Advisors
Arizona
$237K +$17.5K +450 +8%
AFG
808
Alterity Financial Group
Maine
$236K
HCM
809
Hollencrest Capital Management
California
$236K
FPCP
810
Fort Point Capital Partners
California
$236K +$19.5K +500 +8%
LJAC
811
L.J. Altfest & Co
New York
$234K
PFS
812
Prospera Financial Services
Texas
$233K +$248K +6,350 New
PI
813
PFG Investments
New York
$231K
GWM
814
Geneos Wealth Management
Colorado
$231K +$21.4K +550 +10%
TI
815
Truepoint Inc
Ohio
$231K +$246K +6,300 New
FP
816
Foundry Partners
Minnesota
$229K -$101K -2,600 -29%
AWA
817
Aaron Wealth Advisors
Illinois
$227K -$7.8K -200 -3%
WANY
818
Wealthspire Advisors (New York)
New York
$227K -$1.95K -50 -0.8%
XSC
819
X-Square Capital
Puerto Rico
$227K
LBWM
820
Left Brain Wealth Management
Illinois
$225K +$29.2K +750 +14%
GA
821
Geller Advisors
New York
$225K +$37K +950 +18%
MBT
822
Montecito Bank & Trust
California
$225K +$240K +6,150 New
TCOT
823
Trust Company of Toledo
Ohio
$225K +$240K +6,150 New
JFG
824
Jefferies Financial Group
New York
$223K -$123K -3,150 -34%
CI
825
CX Institutional
Indiana
$223K -$23.4K -600 -9%