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Name Holding Trade Value Shares
Change
Change in
Stake
FCH
1351
Freestone Capital Holdings
Washington
$399K +$357 +4 +0.1%
CHJWM
1352
Carlton Hofferkamp & Jenks Wealth Management
Texas
$398K -$2.23K -25 -0.7%
KIM
1353
Kestra Investment Management
Texas
$398K -$124K -1,386 -26%
CWM
1354
Compass Wealth Management
Connecticut
$397K +$342K +3,834 New
VF
1355
Virtu Financial
New York
$396K +$79.5K +891 +30%
AA
1356
Ancora Advisors
Ohio
$396K -$165K -1,852 -33%
HB
1357
Horizon Bancorp
Indiana
$393K -$12.5K -140 -4%
LC
1358
Landaas & Company
Wisconsin
$392K
MAWA
1359
Moss Adams Wealth Advisors
Washington
$392K +$48.4K +542 +17%
MA
1360
MW Advisory
Georgia
$392K +$338K +3,792 New
ACM
1361
Alamar Capital Management
California
$391K
IIL
1362
Income Insurance Ltd
$389K
TFA
1363
Transamerica Financial Advisors
Florida
$388K +$116K +1,295 +53%
IBOK
1364
Independence Bank of Kentucky
Kentucky
$388K -$4.64K -52 -1%
TWP
1365
Triad Wealth Partners
Kansas
$387K +$9.82K +110 +3%
IPWA
1366
International Private Wealth Advisors
California
$384K -$124K -1,394 -27%
FAN
1367
Financial Advisors Network
California
$384K +$29.7K +333 +10%
GEA
1368
Glen Eagle Advisors
New Jersey
$383K +$1.07K +12 +0.3%
MIM
1369
Marshall Investment Management
Colorado
$383K
DI
1370
Decision Investments
California
$383K -$9.37K -105 -3%
WCM
1371
WealthBridge Capital Management
Ohio
$382K -$5.45K -61 -2%
SWGC
1372
Summit Wealth Group (Colorado)
Colorado
$382K +$329K +3,689 New
HPM
1373
Hoxton Planning & Management
West Virginia
$381K +$5.62K +63 +2%
SFC
1374
SYM Financial Corp
Indiana
$381K +$17.6K +197 +6%
SP
1375
Stonebrook Private
Michigan
$381K +$4.29K +48 +1%