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Name Holding Trade Value Shares
Change
Change in
Stake
S
526
SimplyRich
California
$232K
JFGIW
527
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$231K
PFA
528
Professional Financial Advisors
Nebraska
$230K
GRP
529
Global Retirement Partners
California
$230K +$10.4K +209 +5%
CFO
530
Collective Family Office
Pennsylvania
$229K +$216K +4,341 New
QP
531
Quilter Plc
United Kingdom
$228K +$215K +4,321 New
Brown Advisory
532
Brown Advisory
Maryland
$226K -$26.8K -537 -11%
FLA
533
Financial Life Advisors
Texas
$225K -$24.1K -483 -10%
EFS
534
Essex Financial Services
Connecticut
$225K
Assenagon Asset Management
535
Assenagon Asset Management
Luxembourg
$224K +$212K +4,248 New
AAS
536
Avantax Advisory Services
Texas
$223K -$5.68K -114 -3%
Credit Agricole
537
Credit Agricole
France
$223K +$77.7K +1,559 +58%
HAG
538
HighPoint Advisor Group
Illinois
$221K -$648 -13 -0.3%
CFG
539
CKW Financial Group
Hawaii
$220K -$9.82K -197 -5%
JWM
540
Jeppson Wealth Management
California
$220K
EGA
541
Eagle Global Advisors
Texas
$218K
TAM
542
Trust Asset Management
Texas
$218K
LGA
543
Lebenthal Global Advisors
New York
$217K +$206K +4,128 New
OMC
544
Overbrook Management Corp
New York
$215K
TFS
545
Thoroughbred Financial Services
Tennessee
$214K
SWA
546
SFMG Wealth Advisors
Texas
$212K
CI
547
Cigna Investments
Connecticut
$211K
ETM
548
Euclidean Technologies Management
Washington
$210K
IRC
549
Investors Research Corp
Georgia
$210K
Nisa Investment Advisors
550
Nisa Investment Advisors
Missouri
$210K