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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
651
INTECH Investment Management
Florida
$267K -$271K -3,760 -51%
JFGIW
652
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$264K -$25.7K -356 -9%
WPC
653
Wedmont Private Capital
Pennsylvania
$260K +$244K +3,385 New
MMG
654
Monetary Management Group
Missouri
$260K
PP
655
PDS Planning
Ohio
$259K +$8.95K +124 +4%
FC
656
Forte Capital
New York
$259K +$252K +3,495 New
APP
657
Avantax Planning Partners
Iowa
$258K -$5.48K -76 -2%
WWM
658
Whalen Wealth Management
Nevada
$256K +$249K +3,448 New
AWS
659
Atria Wealth Solutions
New York
$256K +$18.8K +261 +8%
FIM
660
Freedom Investment Management
Connecticut
$253K -$18.7K -259 -7%
VCG
661
Vantage Consulting Group
Virginia
$251K -$45.3K -628 -16%
KOC
662
Koss-Olinger Consulting
Florida
$248K
CAMG
663
CWA Asset Management Group
Florida
$247K -$55.3K -767 -19%
IFG
664
Independent Financial Group
California
$246K +$25.2K +350 +12%
NG
665
Norden Group
Utah
$243K -$71.1K -985 -23%
AIM
666
Acropolis Investment Management
Missouri
$239K -$144 -2 -0.1%
GL
667
Graypoint LLC
New York
$235K +$229K +3,168 New
FCP
668
Fidelis Capital Partners
Florida
$234K +$228K +3,158 New
FMLI
669
Fukoku Mutual Life Insurance
Japan
$233K +$226K +3,139 New
SXL
670
Summit X LLC
Missouri
$232K +$6.28K +87 +3%
AC
671
Arjuna Capital
North Carolina
$230K +$223K +3,094 New
EFG
672
Everhart Financial Group
Ohio
$228K +$222K +3,075 New
CC
673
Centiva Capital
New York
$228K -$628K -8,710 -74%
SC
674
Syon Capital
California
$227K +$221K +3,063 New
Baird Financial Group
675
Baird Financial Group
Wisconsin
$224K -$176K -2,433 -45%