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Name Holding Trade Value Shares
Change
Change in
Stake
EPW
676
Evolve Private Wealth
California
$458K -$549K -2,520 -55%
AIM
677
Avity Investment Management
Connecticut
$458K – – –
WWMP
678
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$457K -$11.1K -51 -2%
RBC
679
Romano Brothers & Co
Illinois
$456K – – –
VA
680
VestGen Advisors
Illinois
$455K +$8.93K +41 +2%
DT
681
Diversified Trust
Tennessee
$452K +$439K +2,014 New
IA
682
IFG Advisory
Georgia
$452K +$439K +2,013 New
CPIG
683
Chicago Partners Investment Group
Illinois
$446K +$24.2K +111 +5%
HWA
684
Heritage Wealth Advisors
Virginia
$443K – – –
FCBT
685
First Citizens Bank & Trust
North Carolina
$442K +$15.5K +71 +4%
NP
686
Nilsine Partners
Colorado
$441K +$11.3K +52 +3%
Luther King Capital Management (LKCM)
687
Luther King Capital Management (LKCM)
Texas
$441K -$22.7K -104 -5%
PFS
688
Prospera Financial Services
Texas
$436K -$14.2K -65 -3%
ONB
689
Old National Bancorp
Indiana
$427K +$99.8K +458 +32%
CWM
690
Compass Wealth Management
Connecticut
$425K +$413K +1,897 New
PCM
691
Parsons Capital Management
Rhode Island
$425K – – –
TSWM
692
Triangle Securities Wealth Management
North Carolina
$425K – – –
BHWM
693
Bar Harbor Wealth Management
New Hampshire
$423K -$6.1K -28 -1%
AC
694
AlphaCore Capital
California
$420K +$408K +1,871 New
IP
695
Indivisible Partners
Florida
$418K +$41.6K +191 +11%
MIM
696
Morningstar Investment Management
Illinois
$415K – – –
EGA
697
Eagle Global Advisors
Texas
$414K – – –
MT
698
Midwest Trust
Kansas
$413K +$3.92K +18 +1%
HIC
699
Holderness Investments Company
North Carolina
$413K – – –
GWP
700
Gen-Wealth Partners
Michigan
$411K -$45.1K -207 -10%