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Name Holding Trade Value Shares
Change
Change in
Stake
WB
701
Webster Bank
Connecticut
$236K
PMSA
702
Patrick M. Sweeney & Associates
Illinois
$236K
MFA
703
Mayflower Financial Advisors
Massachusetts
$232K -$1.61K -10 -0.8%
FBT
704
First Bank & Trust
South Dakota
$231K -$5.96K -37 -3%
KFS
705
Kurt F. Somerville
$230K +$209K +1,300 New
FDS
706
Freedom Day Solutions
Texas
$229K +$209K +1,295 New
Walleye Trading
707
Walleye Trading
New York
$229K +$208K +1,290 New
BWM
708
Baron Wealth Management
Michigan
$228K -$16.3K -101 -7%
OAM
709
Ostrum Asset Management
France
$227K
EWP
710
Elevation Wealth Partners
California
$226K
SAF
711
Smith Anglin Financial
Texas
$226K +$205K +1,273 New
NAS
712
Nicolet Advisory Services
Wisconsin
$225K +$205K +1,270 New
CIC
713
Crawford Investment Counsel
Georgia
$225K +$205K +1,270 New
CIC
714
Chase Investment Counsel
Virginia
$225K +$205K +1,275 New
LSPW
715
Lake Street Private Wealth
Illinois
$222K +$202K +1,252 New
APW
716
Acima Private Wealth
Virginia
$221K -$9.18K -57 -4%
GSC
717
Grey Street Capital
Illinois
$221K +$201K +1,249 New
MIM
718
Morningstar Investment Management
Illinois
$221K +$201K +1,246 New
MC
719
Moors & Cabot
Massachusetts
$220K +$200K +1,244 New
LC
720
Lindbrook Capital
California
$220K +$4.99K +31 +3%
APG
721
Abacus Planning Group
South Carolina
$218K -$47K -292 -19%
BWA
722
Bordeaux Wealth Advisors
California
$215K +$196K +1,216 New
ASN
723
Advisory Services Network
Georgia
$215K +$103K +640 +111%
BFEC
724
Benjamin F. Edwards & Company
Missouri
$215K +$9.98K +62 +5%
A
725
AlphaQuest
New York
$214K -$1.13M -7,039 -85%