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Name Holding Trade Value Shares
Change
Change in
Stake
CI
651
CX Institutional
Indiana
$81K +$17.7K +258 +30%
AIM
652
Anchor Investment Management
South Carolina
$80.7K
KFI
653
Key Financial Inc
Pennsylvania
$79K
ME
654
McIlrath & Eck
Washington
$76K
PGWM
655
Parisi Gray Wealth Management
New Jersey
$76K +$71.5K +1,043 New
FGAM
656
Financial Gravity Asset Management
Texas
$73K +$5.55K +81 New
NFG
657
Next Financial Group
Texas
$69K +$617 +9 +1%
GRP
658
Global Retirement Partners
California
$66K -$3.15K -46 -5%
Carson Wealth (CWM LLC)
659
Carson Wealth (CWM LLC)
Nebraska
$66K
ST
660
Smithfield Trust
Pennsylvania
$66K +$2.06K +30 +3%
SOW
661
State of Wyoming
Wyoming
$63K +$6.85K +100 +13%
FHC
662
First Horizon Corporation
Tennessee
$58K -$206 -3 -0.4%
CFN
663
Cordasco Financial Network
Florida
$58K
LC
664
Lindbrook Capital
California
$57K -$1.58K -23 -3%
CFO
665
CVA Family Office
Colorado
$57K +$17.8K +260 +50%
CAM
666
CenterStar Asset Management
Illinois
$55K
SWA
667
Sutton Wealth Advisors
Florida
$53.7K
RFA
668
Reilly Financial Advisors
California
$51K
TI
669
tru Independence
Oregon
$51K +$48.6K +709 New
EWA
670
Evolution Wealth Advisors
Florida
$50K
HNB
671
Huntington National Bank
Ohio
$45K -$6.58K -96 -13%
KFP
672
KB Financial Partners
New Jersey
$45K +$19.7K +287 +86%
KPCM
673
Kings Point Capital Management
New York
$44K
ZB
674
Zions Bancorporation
Utah
$44K +$1.58K +23 +4%
PMAS
675
PNC Managed Account Solutions
Texas
$43K +$40.6K +593 New