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Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
501
Twelve Points Wealth Management
Massachusetts
$331K -$3.99K -38 -1%
ECM
502
ExodusPoint Capital Management
New York
$331K +$364K +3,469 New
LCGC
503
Legacy Capital Group California
California
$329K +$25.7K +245 +8%
Carson Wealth (CWM LLC)
504
Carson Wealth (CWM LLC)
Nebraska
$327K +$34.6K +330 +11%
CFO
505
Callan Family Office
Pennsylvania
$327K +$9.65K +92 +3%
AWAU
506
Alliance Wealth Advisors (Utah)
Utah
$325K -$26.7K -254 -7%
CCG
507
Cypress Capital Group
Florida
$324K
STA
508
Summit Trail Advisors
New York
$324K +$8.92K +85 +3%
AFG
509
Atomi Financial Group
New York
$324K +$23.6K +225 +7%
LKIM
510
Lawson Kroeker Investment Management
Nebraska
$323K -$5.35K -51 -1%
CT
511
Colonial Trust
South Carolina
$322K -$45.7K -435 -11%
SYBT
512
Stock Yards Bank & Trust
Kentucky
$316K -$103K -982 -23%
AIM
513
Alhambra Investment Management
Florida
$315K +$31.5K +300 +10%
HNB
514
Huntington National Bank
Ohio
$315K -$219K -2,083 -39%
FNT
515
First Nebraska Trust
Nebraska
$315K
PWAM
516
Pinnacle West Asset Management
Wyoming
$312K +$5.25K +50 +2%
Asset Management One
517
Asset Management One
Japan
$311K -$26.2K -250 -7%
JWM
518
Jeppson Wealth Management
California
$310K +$94.7K +902 +38%
1WM
519
1900 Wealth Management
Texas
$309K +$1.78K +17 +0.5%
SF
520
Summit Financial
New Jersey
$309K -$11.6K -111 -3%
AF
521
Allworth Financial
California
$303K +$45K +429 +16%
IWA
522
Icon Wealth Advisors
Texas
$301K -$5.25K -50 -2%
GC
523
Grimes & Company
Massachusetts
$301K -$29.4K -280 -8%
IB
524
Intrust Bank
Kansas
$299K -$124K -1,184 -27%
OPWM
525
Oregon Pacific Wealth Management
Oregon
$299K +$22.2K +212 +7%