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Name Holding Trade Value Shares
Change
Change in
Stake
FL
626
Fort LP
Maryland
$323K -$71.8K -803 -16%
CPFP
627
Clear Perspectives Financial Planning
Ohio
$320K
CGL
628
Clarius Group LLC
Washington
$313K +$42.5K +476 +13%
P
629
Pitcairn
Pennsylvania
$309K -$13.3K -149 -4%
QI
630
Qtron Investments
Massachusetts
$308K +$354K +3,962 New
SCA
631
Snowden Capital Advisors
New York
$307K -$22.9K -256 -6%
HIA
632
Harbor Investment Advisory
Maryland
$306K
SIM
633
Sentry Investment Management
Wisconsin
$304K
CMBA
634
C.M. Bidwell & Associates
Hawaii
$304K +$97.7K +1,093 +39%
APP
635
Avantax Planning Partners
Iowa
$300K +$345K +3,860 New
DWM
636
Drive Wealth Management
Utah
$289K -$89.5K -1,001 -21%
KeyBank National Association
637
KeyBank National Association
Ohio
$288K -$31.5K -353 -9%
IC
638
Inscription Capital
Texas
$287K
VAS
639
Vestmark Advisory Solutions
Massachusetts
$286K +$18K +201 +6%
ICM
640
Islay Capital Management
Texas
$286K +$129K +1,441 +64%
TWM
641
TriaGen Wealth Management
California
$283K -$308K -3,441 -49%
T
642
TOBAM
France
$283K
WFA
643
Wipfli Financial Advisors
Wisconsin
$281K +$323K +3,617 New
CWM
644
Congress Wealth Management
Massachusetts
$280K
MMG
645
Monetary Management Group
Missouri
$272K
AG
646
AIA Group
Hong Kong
$271K -$205K -2,297 -40%
SXL
647
Summit X LLC
Missouri
$265K -$16.7K -187 -5%
CIBC World Market
648
CIBC World Market
Ontario, Canada
$265K +$89.6K +1,003 +42%
IFPG
649
Intrepid Financial Planning Group
Indiana
$264K -$6.08K -68 -2%
FBT
650
First Bank & Trust
South Dakota
$264K -$4.56K -51 -1%