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Name Holding Trade Value Shares
Change
Change in
Stake
BF
676
BOK Financial
Oklahoma
$244K -$11.6K -142 -5%
JFGIW
677
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$242K +$45.1K +552 +23%
IA
678
IFP Advisors
Florida
$241K -$111K -1,365 -27%
KI
679
Kula Investments
Illinois
$240K +$239K +2,930 New
DWT
680
Dorsey & Whitney Trust
South Dakota
$240K -$1.39K -17 -0.6%
CI
681
CX Institutional
Indiana
$239K +$238K +2,917 New
MPWT
682
MassMutual Private Wealth & Trust
Connecticut
$238K +$202K +2,477 +588%
GIA
683
Gladstone Institutional Advisory
Florida
$236K +$21.3K +261 +10%
CIBC World Market
684
CIBC World Market
Ontario, Canada
$235K -$44.5K -545 -16%
IFG
685
Independent Financial Group
California
$234K
AWS
686
Atria Wealth Solutions
New York
$234K +$20K +245 +9%
WWM
687
Western Wealth Management
Colorado
$232K -$275K -3,367 -54%
CG
688
Caprock Group
Idaho
$230K -$137K -1,683 -37%
DWM
689
Drive Wealth Management
Utah
$230K -$75K -918 -25%
TW
690
TrinityPoint Wealth
Connecticut
$228K -$572 -7 -0.3%
WT
691
Whittier Trust
California
$228K -$17.9K -219 -7%
KOC
692
Koss-Olinger Consulting
Florida
$228K -$28.1K -344 -11%
DWM
693
Darwin Wealth Management
Florida
$225K
AAS
694
Avantax Advisory Services
Texas
$224K +$223K +2,730 New
AIA
695
Affinity Investment Advisors
California
$224K +$223K +2,729 New
SLAM
696
Swiss Life Asset Management
$223K -$204K -2,501 -48%
CFGS
697
Concourse Financial Group Securities
Alabama
$222K -$51.5K -631 -19%
OPS
698
Orion Portfolio Solutions
Nebraska
$218K +$217K +2,654 New
GAA
699
Global Assets Advisory
Florida
$214K -$1.96K -24 -0.9%
SCM
700
Stevens Capital Management
Pennsylvania
$214K -$396K -4,848 -65%