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Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
651
Clear Perspectives Financial Planning
Ohio
$241K -$21.3K -300 -7%
P
652
Pitcairn
Pennsylvania
$241K -$1.49K -21 -0.5%
SIM
653
Sentry Investment Management
Wisconsin
$238K -$3.19K -45 -1%
HIA
654
Harbor Investment Advisory
Maryland
$238K -$11.9K -168 -4%
CM
655
Capula Management
Cayman Islands
$238K +$267K +3,761 New
T
656
TOBAM
France
$237K +$36.8K +519 +16%
LRPA
657
L. Roy Papp & Associates
Arizona
$236K
SI
658
Stephens Inc
Arkansas
$234K +$26.3K +371 +11%
IC
659
Inscription Capital
Texas
$231K
APP
660
Avantax Planning Partners
Iowa
$229K -$22K -310 -8%
CWM
661
Congress Wealth Management
Massachusetts
$226K
GIA
662
Gladstone Institutional Advisory
Florida
$223K +$46.1K +650 +23%
MMG
663
Monetary Management Group
Missouri
$221K
MPWT
664
MassMutual Private Wealth & Trust
Connecticut
$221K +$42.7K +601 +21%
VC
665
Vicus Capital
Pennsylvania
$220K +$11.9K +168 +5%
KWM
666
Kingsview Wealth Management
Oregon
$216K -$369K -5,191 -60%
RBFC
667
Roman Butler Fullerton & Co
Missouri
$216K -$288K -4,054 -57%
AAS
668
Avantax Advisory Services
Texas
$215K +$47.1K +664 +24%
TF
669
Trek Financial
Arizona
$214K +$241K +3,391 New
FBT
670
First Bank & Trust
South Dakota
$214K -$1.14K -16 -0.5%
PGFC
671
Peapack-Gladstone Financial Corp
New Jersey
$212K -$14.6K -205 -7%
KOC
672
Koss-Olinger Consulting
Florida
$211K +$39.7K +559 +20%
KeyBank National Association
673
KeyBank National Association
Ohio
$209K -$17K -239 -7%
FFA
674
First Foundation Advisors
California
$206K -$16.3K -230 -7%
LJAC
675
L.J. Altfest & Co
New York
$206K +$231K +3,252 New